Designated Financial Services Advisor (DFSA™)

What are the Benefits of Holding the  DFSA^™?

In addition to qualifying you to develop and manage comprehensive financial plans for your clients, your DFSA^™ designation provides you with the following benefits and exclusive member access:

Enjoy the right to use the DFSA^™ trademark designation letters in marketing materials to promote your credentials.

Free access to all webinars designed for financial advisors on the latest industry trends and topics through CSI Live.

Opportunity to conduct your own webinar through CSI Podium.

The CE Tracker is an interactive dashboard that serves as a central repository for DFSA^™ holders to track and manage their CE requirements to maintain their DFSA^TM designation. It will be updated by January 1, 2024, to include the DFSA^TM.

National promotion and advertising campaigns that create awareness of the DFSA^™ designation, including opportunities to be featured.

How does CSI Promote the DFSA^™ Designation?

CSI works hard to promote the DFSA^™ letters on behalf of our designation holders. Our goal is to build awareness of the DFSA^™ by emphasizing its value to the financial services community, employers and the investing public. We do this annually through advertising and public relations campaigns across print, digital and out-of-home (public) media.