CSI has been approved by the Financial Services Regulatory Authority of Ontario (FSRA) as a credentialing body under the Financial Professionals Title Protection Framework. CSI's Personal Financial Planner (PFP®) designation is now an approved credential for Financial Planner title use in Ontario.
CSI is proud to extend its support of Financial Literacy Month with dedicated resources free to all Canadians. In partnership with leading financial services providers, CSI will host a series of webinars to share best practices for achieving financial goals.
CSI has announced that students will now be able to take exams online with remote proctoring. Students can now complete CSI’s exams from their home or office without travelling to an exam center. In-person computer-based testing is now also available at dedicated test centers in 14 major Canadian cities and internationally.
CSI has launched a public awareness campaign in support of Financial Literacy Month, focusing on educating Canadians with free resources to help them manage their finances better and navigate the Covid-19 pandemic better.
CSI is pleased to announce the launch of its Financial Health for Seniors project. Through this initiative, CSI will equip financial advisors with free resources for advising seniors and their families.
CSI is pleased to announce a new course, Alternative Strategies: Hedge Funds and Liquid Alts. The course prepares Canada’s investment advisors to advise on and sell Alternative Mutual Funds, otherwise known as Liquid Alts.