- Learning
- 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)
- Chief Compliance Officers Qualifying Examination (CCO)
- Derivatives Fundamentals Course (DFC)
- Trader Training Course (TTC)
- Options Supervisors Course (OPSC)
- Futures Licensing Course (FLC)
- Options Licensing Course (OLC)
- Chief Financial Officers Qualifying Examination (CFO)
- Canadian Commodity Supervisors Exam (CCSE)
- Licensing & Regulatory Organizations
- Certificate in Financial Services Advice (CFSA)
- Certificate in Advanced Financial Advice (CAFA)
- Certificate in Advanced Investment Advice
- 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 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
- 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
- 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
At A Glance
Certificate in Quantitative Finance (CQF)
A globally recognized program for professionals advancing into quantitative finance, risk, and derivatives.
At A Glance
CFSA: Preferred Credential for Personal Bankers
Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
At A Glance
PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
At A Glance
Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
At A Glance
Meet CE Requirements Quickly and Easily
Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
At A Glance
Drive Effective Client Conversations
Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
At A Glance
Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
- Exams & Administration
At A Glance
Canadian Securities Course CSC®
At A Glance
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.
- Credentials
At A Glance
Credentials That Matter
Meet the highest standards of experience and education for financial professionals with CSI certificates, designations & fellowship.
At A Glance
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®).
At A Glance
PFP® – The Premier Credential for Financial Planners
Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
At A Glance
CIM® – The Recognized Credential for Investment Managers
Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
At A Glance
CIWM – The Leading Credential for Wealth Managers
Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
At A Glance
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®.
- Corporate Solutions
At A Glance
Firm Training Program
A training program for new registrants that reinforces core competencies and elevates job readiness.
- Insights
At A Glance
Webinars to Boost Financial Literacy
During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
At A Glance
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.
- About
At A Glance
CSI & Fitch Learning: Shaping the Future of Financial Learning Together
The CSI brand will continue, as will its stewardship of the industry’s renowned certifications and designations.
At A Glance
PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Some users may be experiencing difficulties accessing the platform due to a recent authentication update. Our teams are actively investigating this issue as a top priority, and we are committed to restoring full service as quickly as possible. Thank you for your patience and understanding.
The CSC® Value Pack Combo is your all-in-one course and study tool package to set you up for success.
Get An Edge Over Your Peers
In addition to the online, interactive version with a hard-copy textbook, you also get the full set of study tools including the CSC Check®, CSC® Video Companion, Financial Investment Calculations Toolkit, Financial Statements and Ratios E-Tutorial and the Macro and Microeconomic E-Tutorial.
CSC®
Value Pack Combo
Includes:
- Online, Interactive Version
- Online PDF Textbook
- Hard Copy Textbook
- CSC® Check
- CSC® Video Companion Series
- Financial Investment Calculations Toolkit
- Financial Statement and Ratios e-Tutorial
- Macro and Microeconomics e-Tutorial
CSC®
Online version with Textbook
Includes:
- Online, Interactive Version
- Online PDF Textbook
- Hard Copy Textbook
CSC®
Online version with PDF Textbook
Includes:
- Online, Interactive Version
- Online PDF Textbook
Introducing the CSC® Review Webinars
We have received several requests from our students to provide additional support to prepare for the Canadian Securities Course (CSC®) exams. We are pleased to announce the launch of the CSC® Review Webinars to help you prepare for your upcoming exam. The review webinars offer a high-level of engagement between the instructor and student. A broad range of interactive features including chat, polling, Q&As as well as remedial classes are included to prepare you for the exam.
- The webinars are spread over 6 live sessions of two hours each, over three weeks
- They are priced at $295 per volume
- After completion of CSC® Volume 1, you will be eligible to purchase the CSC® Volume 2 Review Webinars
Why CSC®?
Take the first step towards meeting your career goals. Recognized as the industry benchmark, the Canadian Securities Course (CSC®) delivers financial services training that top employers demand.
The CSC® will help you:
- Fulfill the base securities licensing requirements
- Understand the Canadian financial services landscape and various financial instruments
- Accurately assess company, industry and market performance
- Acquire the skills, knowledge and tools to better serve your clientsMeet proficiency requirements to deal in Alternative Mutual Fund products
Watch what our alumni have to say about the CSC®
Study Tool Features
Course Textbook
CSC® course textbook in hard copy and PDF format for a detailed course study.
CSC® Check
The CSC Check is a set of online practice tests designed to assess your readiness to take the actual CSC® Exam 1 and Exam 2.
CSC® Video Companion Series
Enjoy over 150 videos with over 18 hours of content with real-world examples to help digest course material and better prepare for the CSC® exams.
Financial Statement and Ratios e-Tutorial
Learn the fundamentals of creating and analyzing financial statements. Understand the basics of financial ratios used to evaluate the investment-worthiness of a company.
Macro & Micro Economics e-Tutorial
Build essential business economics knowledge on topics such as interest rates and inflation, the business cycle, monetary policy, fiscal policy, supply & demand and industry cycles.
Financial Investment Calculations Toolkits
The ideal package to perform calculations common to financial services, both for your CSI courses and on the job.
This exclusive offer is only available by selecting one of the packages on this page. CSI reserves the right to change, amend, modify, suspend, extend or terminate all or any part of this offer at any time without notice. Corporate discounts are not applicable in conjunction with this promotion. This promotion cannot be combined with any other discounts or offers.