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Enjoy 10% off the CSC® until October 31
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Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
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Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Take the first step towards meeting your career goals.
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Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
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Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.
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Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI (FCSI®).
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Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
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Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
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Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
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Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
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CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Home > Credentials > Designations Ethics Committee
The Designation Ethics Committee protects the integrity of CSI designations and the investing public by reviewing allegations of professional misconduct and complaints against designation holders. Upon a finding of professional misconduct or a violation of the FCSI®, PFP®, CIWM, CIM® or MTI® Code of Ethics, the committee will determine the appropriate penalty or sanction to be imposed. The committee reports to the Advisory Councils for each of the above-noted designations. The role of the committee will be reviewed every 3 years or as required.
The Ethics Committee consists of five to eight members. The Chairperson is appointed by the members of the committee. Each member sits for a three-year term, with the potential to renew for another three-year term thereafter. Exceptions may be allowed by the appointing Advisory Council.
Membership is restricted to individuals who also have sat or currently sit on a Designation Advisory Council.
A minimum of 60% of members of the Ethics Committee must be present to adjudicate a complaint. A holder of the specific designation being considered must be present to deal with a complaint against a holder of that specific designation (e.g., a holder of the PFP® designation must be present if a PFP® designation holder is being considered for ethical misconduct).
No person may sit on both the Ethics Committee and the Appeals Committee. Appeals Committees are set up on an ad hoc basis to hear appeals with regard to decisions made by the Ethics Committee.
Members must meet the qualification requirements of the appropriate Advisory Council as related to council membership.