Quick Links

CSI will be performing system maintenance on Saturday May 11th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

Personal Financial Planner (PFP®) Members

Online Resources and Publications

TMX Money offers tax facts and planning advice from noted tax education expert Evelyn Jacks

Investment Executive offers in depth analysis that keeps you on top of industry news, products and economic developments

Advisor.ca provides special reports to help you with your practice and investment strategies

Yahoo! Canada Finance offers investing and personal finance news to keep you up to date on industry activity

Government Agencies

The Financial Consumer Agency of Canada provides information about the obligations of federally regulated financial institutions under the various acts and regulations overseen by FCAC. You also have access to relevant reference documents, as well as the latest news and information from FCAC’s Compliance and Enforcement branch.

The Ontario Securities Commission offers information about the administration and enforcement of securities legislation in the Province of Ontario

The Office of the Superintendent of Financial Institutions Canada (OSFI) provides information as to whether or not institutions and pension plans are in sound financial condition and are complying with governing law and supervisory requirements

The Canadian Securities Administrators (CSA), a voluntary umbrella organization of Canada’s provincial and territorial securities regulators, strives to improve, coordinate and harmonize regulation of the Canadian capital markets

The Canadian Investment Regulatory Organization (CIRO) is the national self-regulatory organization that oversees all investment dealers, mutual fund dealers, and trading activity on debt and equity marketplaces in Canada

The Investment Industry Association of Canada (IIAC) is a member based professional association that advances the growth and development of the Canadian investment industry

Professional Associations

The Canadian Bankers Association offers information on key developments in the Canadian banking industry

The Financial Planning Standards Council develops, promotes and enforces professional standards for financial planners and raises the importance of financial planning to Canadians