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      Conquer the Financial Services Landscape with the CSC®

      Save $195 on the CSC® Check until May 31

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      • Certificate in Financial Services Advice (CFSA)
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      CFSA: Preferred Credential for Personal Bankers

      CFSA: Preferred Credential for Personal Bankers

      Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.

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      • Fellow of CSI (FCSI®)
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      PFP® Approved Under FSRA Title Regulation

      PFP® Approved Under FSRA Title Regulation

      FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.

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      Explore Multiple Career Paths

      Explore Multiple Career Paths

      Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.

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      Meet CE Requirements Quickly and Easily

      Meet CE Requirements Quickly and Easily

      Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.

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      • Personal Financial Services Advice (PFSA)
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      Get 10% off the PFSA course until February 28!

      Get 10% off the PFSA course until February 28!

      Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.

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      • View All Previously Offered Courses

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      Explore Multiple Career Paths

      Explore Multiple Career Paths

      Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.

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      Canadian Securities Course CSC®

      Canadian Securities Course CSC®

      Take the first step towards meeting your career goals.

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      Preparing to Take Your CSI Exam?

      Preparing to Take Your CSI Exam?

      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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  • Credentials
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      Credentials That Matter

      Credentials That Matter

      Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.

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      • About the FCSI®
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      FCSI® – The Highest Honour in Financial Services

      FCSI® – The Highest Honour in Financial Services

      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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      • About the PFP®
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      Featured Product

      PFP® – The Premier Credential for Financial Planners

      PFP® – The Premier Credential for Financial Planners

      Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.

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      • About the CIM®
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      CIM® – The Recognized Credential for Investment Managers

      CIM® – The Recognized Credential for Investment Managers

      Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).

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      • About the CIWM
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      Featured Product

      CIWM – The Leading Credential for Wealth Managers

      CIWM – The Leading Credential for Wealth Managers

      Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).

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      • About the DFSA™
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      DFSA - The leading credential for financial advice in Canada

      • About the MTI®
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      MTI® – Prestigious Credential for Trust & Wealth Managers

      MTI® – Prestigious Credential for Trust & Wealth Managers

      Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.

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      Find Qualified Candidates Faster

      Find Qualified Candidates Faster

      Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.

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      • Find the Right Candidates, Faster

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      Find Qualified Candidates Faster

      Find Qualified Candidates Faster

      Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.

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      Access our latest live and
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      Webinars to Boost Financial Literacy

      Webinars to Boost Financial Literacy

      During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.

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      • Host A Webinar With CSI

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      Become a Speaker With CSI

      Become a Speaker With CSI

      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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      Featured Product

      PFP® Approved Under FSRA Title Regulation

      PFP® Approved Under FSRA Title Regulation

      FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.

      Learn More

      • Leadership
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      Featured Product

      PFP® Approved Under FSRA Title Regulation

      PFP® Approved Under FSRA Title Regulation

      FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.

      Learn More

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      Featured Product

      PFP® Approved Under FSRA Title Regulation

      PFP® Approved Under FSRA Title Regulation

      FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.

      Learn More

  • Learning Back
    • Licensing
        Licensing
      • Canadian Securities Course (CSC®)
      • Investment Funds in Canada (IFC)
      • Conduct and Practices Handbook Course (CPH®)
      • Wealth Management Essentials (WME®)
      • Derivatives Fundamentals and Options Licensing Course (DFOL)
      • Investment Management Techniques (IMT®)
      • Advanced Investment Strategies (AIS)
      • Portfolio Management Techniques (PMT®)
      • Partners, Directors and Senior Officers Course (PDO)
      • Branch Compliance Officer's Course (BCO)
      • Investment Dealer Supervisors Course (IDSC)
      • WME Course For Financial Planners (WME-FP)
      • Chief Compliance Officers Qualifying Examination (CCO)
      • Derivatives Fundamentals Course (DFC)
      • Trader Training Course (TTC)
      • Options Supervisors Course (OPSC)
      • Futures Licensing Course (FLC)
      • WME Course For Investment Managers (WME-IM)
      • Options Licensing Course (OLC)
      • New Entrants Course (NEC)
      • WME Course For Wealth Managers (WME-WM)
      • Chief Financial Officers Qualifying Examination (CFO)
      • Canadian Commodity Supervisors Exam (CCSE)
      • Licensing & Regulatory Organizations
    • Certificate Pathways
        Certificate Pathways
      • Certificate in Financial Services Advice (CFSA)
      • Certificate in Advanced Financial Advice (CAFA)
      • Certificate in Advanced Investment Advice
      • Certificate in Small Business Banking (CSBB)
      • Certificate in Technical Analysis (CITA)
      • Certificate in Investment Dealer Compliance (CIDC)
      • Certificate in Derivatives Market Strategies (CDMS)
      • Certificate in Retirement Strategy (CRS)
      • Certificate in Estate Planning & Trust Strategy (CETS)
      • Certificate in Commercial Credit (CICC)
      • Certificate in Personal Banking (CPB)
      • Certificate In Bank Management (CBM)
      • Micro-Certificate in Alternative Investments (MCAI)
      • Micro-Certificate in Applied Behavioural Finance (MCABF)
      • View All Certificate Pathways
    • Designation Pathways
        Designation Pathways
      • Fellow of CSI (FCSI®)
      • Personal Financial Planner (PFP®)
      • Chartered Investment Manager (CIM®)
      • Certified International Wealth Manager (CIWM)
      • Designated Financial Services Advisor (DFSA™)
      • Estate & Trust Professional (MTI®)
      • CSI Path to Certified Financial Planner (CFP®)
      • CSI Path to Qualified Associate Financial Planner (QAFP™)
      • CSI Path to Financial Planning Program – Quebec (IPF)
      • View All Designation Pathways
    • Courses By Topic Area
        Courses By Topic Area
      • Retail Banking
      • Financial Planning & Insurance
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      • Explore Career Map
    • Continuing Education
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      • Continuing Education Finder Tool
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      • View All Continuing Education Credits Information
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    • All Courses
        All Courses
      • Personal Financial Services Advice (PFSA)
      • Financial Planning I (FP I)
      • Financial Planning II (FP II)
      • Financial Planning Supplement (FPSU)
      • Investment Advisors Training Program (IATP)
      • Financial Planning Integration Course (FPIC)
      • Applied Financial Planning Certification Exam (AFP)
      • CIWM Certification Examination
      • Life Licence Qualification Program Insurance Course (LLQP)
      • View All Courses
    • Previously Offered Courses
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  • Exams & Administration Back
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  • Credentials Back
    • Certificates & Designations
        Certificates & Designations
      • About Certificates & Designations
      • Submit a Complaint
      • Publication of Enforcement
      • Ethical Misconduct Process
      • Designations Ethics Committee
      • Custom Wall Certificate Frames
      • View All Previously Granted Credentials
    • Fellow of CSI (FCSI®)
        Fellow of CSI (FCSI®)
      • About the FCSI®
      • Requirements to Earn the FCSI®
      • Maintaining the FCSI®
      • Benefits of Holding the FCSI®
      • Professional Conduct and Governance
      • Information for Consumers
      • Frequently Asked Questions
      • Apply for the FCSI®
      • Member Login
    • Personal Financial Planner (PFP®)
        Personal Financial Planner (PFP®)
      • About the PFP®
      • Requirements to Earn the PFP®
      • Maintaining the PFP®
      • Benefits of Holding the PFP®
      • Professional Conduct and Governance
      • Information for Consumers
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      • Apply for the PFP®
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    • Chartered Investment Manager (CIM®)
        Chartered Investment Manager (CIM®)
      • About the CIM®
      • Requirements to Earn the CIM®
      • Maintaining the CIM®
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      • Professional Conduct and Governance
      • Information for Consumers
      • Frequently Asked Questions
      • Apply for the CIM®
      • Member Login
    • Certified International Wealth Manager (CIWM)
        Certified International Wealth Manager (CIWM)
      • About the CIWM
      • Requirements to Earn the CIWM
      • Maintaining the CIWM
      • Benefits of Holding the CIWM
      • Professional Conduct and Governance
      • Information for Consumers
      • Frequently Asked Questions
      • Apply for the CIWM
      • Member Login
    • Designated Financial Services Advisor (DFSA™)
        Designated Financial Services Advisor (DFSA™)
      • About the DFSA™
      • Requirements to Earn the DFSA™
      • Maintaining the DFSA™
      • Benefits of Holding the DFSA™
      • Professional Conduct and Governance
      • Information for Consumers
      • Apply for the DFSA™
    • Estate & Trust Professional (MTI®)
        Estate & Trust Professional (MTI®)
      • About the MTI®
      • Requirements to Earn the MTI®
      • Maintaining the MTI®
      • Benefits of Holding the MTI®
      • Professional Conduct and Governance
      • Information for Consumers
      • Frequently Asked Questions
      • Apply for the MTI®
      • Member Login
  • Corporate Solutions Back
    • Tailored Learning
        Tailored Learning
      • How We Work
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        CSI Talent Pro
      • Find the Right Candidates, Faster
  • Insights Back
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    • Popular Topics
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    • Contribute
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