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.


Understand how to set objectives, identify paths, and take concrete steps to achieve your life and financial goals—such as education, retirement, and more. Develop an understanding of financial products and service options.

Carissa Lucreziano, CFP®

Vice President of Financial Planning, CIBC

James Bilcox, PFP®, CFP®

Financial Planner, Sun Life Financial

Archie Pedden, CFP®

Wealth Planner, HSBC