CSI will be performing maintenance on June 22nd from 7:00 PM to 12:00 AM EST. Exam scheduling will be unavailable. Existing exam bookings will not be impacted. Please do not submit support tickets for scheduling issues during this time.

CSI works hard to promote the FCSI® letters on behalf of our fellowship holders. Our goal is to build awareness of the FCSI® 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.

2022 Campaign

In 2022, we launched the new Your Future campaign for Financial Literacy Month. We built awareness of the FCSI® fellowship and its value to the financial services community, and through a series of expert-led webinars, we highlighted the significant role played by professionals and FCSI® holders – keeping Canadians informed so they can make the best decisions for their financial future. Aligned with the Financial Consumer Agency of Canada’s (FCAC) motto, Managing Your Money in A Changing World, we partnered with Canada’s leading financial institutions to provide free resources to the Canadian public. Topics included:

  • Navigating Rising Interest Rates & Inflation
  • A Newcomer’s Guide to Personal Finance & Getting Job Ready
  • Improving Client Outcomes: The Role of Behavioral Finance
  • Decoding Wealth Transfer for Millennials and Gen-Z

FCSI® holders played a pivotal role in selecting topics, creating, and presenting impactful content. The webinars had a combined attendance of over 980 people, including FCSI® holders and candidates, their clients, and the general investing public.

In addition to the online promotions that over 245,860 people engaged with,we also had over 3,000,000 views on our OOH ads placed at key locations in Toronto, Ottawa, Vancouver, and Montreal, further increasing awareness of FCSI®.

2021 Campaign

In November 2021, aligned with Financial Literacy Month, we launched a public awareness campaign promoting the FCSI®. Our goal was to build awareness of the fellowship in the Canadian financial services market by emphasizing its value to the financial services community—including clients, financial institutions and FCSI® candidates—through external financial media houses and social media channels. Over 101,800 people engaged with our promotions and wanted to learn more about the FCSI®.

In partnership with leading financial services providers, we also hosted a series of webinars to help Canadians achieve greater financial resilience and navigate the evolving financial landscape with confidence. Topics included:

  • Baby Boomers, Millennials, and Wealth Transfer: What You Need to Know 
  • Newcomers: Fast Track Your Financial Career in Canada 
  • Investors’ Guide to Digital Assets 
  • A Woman’s Guide to Personal Finance

Fellowship holders played a pivotal role in selecting topics, and creating and presenting impactful content. Each webinar also emphasized the importance of working with a qualified financial professional.

Visit CSI Live to watch the webinar replays.

2020 Campaign

To mark the Financial Literacy Month’s tenth anniversary in November 2020, we launched a public awareness campaign promoting the FCSI®. Our goal was to build awareness of the FCSI® in the Canadian financial services market by emphasizing its value to the financial services community—including clients, financial institutions and FCSI® candidates—through external financial media houses and social media channels.

Over 101,800 people engaged with our promotions and wanted to learn more about the FCSI®. We also conducted a series of three webinars to bolster financial literacy for the investing public. FCSI® holders played a pivotal role in selecting topics and creating and presenting impactful content. Each webinar established the importance of working with a qualified financial planner. Topics included:

  • Managing Money & Debt Wisely
  • Planning & Saving for the Future
  • Preventing & Protecting Against Fraud and Financial Abuse

Visit CSI Live to watch the webinar replays.

2019 Campaign

In November 2019, we focused on building awareness of the FCSI® by emphasizing its value to the financial services community, employers and the investing public through digital media and outdoor advertisements. We strategically placed impactful online ads on websites visited by target audiences including the investing public, financial professionals and potential FCSI®s, and companies who employ financial professionals. Billboards displayed and television ads played at major financial areas in: 

  • Toronto (43 building televisions, 5 subways stations in the financial district, and 5 locations in the Toronto Path)
  • Montreal (8 locations)
  • Vancouver (6 locations)
  • Calgary (5 locations)

2018 Campaign

In November 2018, we focused on building awareness of the FCSI® by emphasizing its value to the financial services community, employers and the investing public through digital media and outdoor advertisements. We strategically placed impactful online ads on websites visited by target audiences including the investing public, financial professionals and potential FCSI®s, and companies who employ financial professionals. Billboards were displayed and television ads played at major financial buildings in Toronto (36 locations) and Montreal (9 locations).