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Completed the learning pathway and met all other designation requirements. When applying online, CSI will confirm that you have completed the course designation education requirements. Once confirmed, you will be prompted to:

  • Sign off on the Code of Ethics and the Trademark License Agreement.
  • Commit to ongoing continuing education.
  • Pay your application/license fee

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DFSATM Designation Application

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Non-refundable application fee for first time Designated Financial Services Advisor (DFSA™) designation candidates. The initial application fee includes your license fee for the year, your commitment to the maintenance requirements and your Fit and Proper Declaration.