CSI will be performing system maintenance on Saturday April 13th 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”.

Coming Next

Stay tuned for updates.

Recent Graduates

Every year during Financial Literacy Month, we celebrate CSI students who have recently achieved a fellowship or designation in the previous year.
View our graduating classes.

Become a Speaker

We are constantly looking for experienced and knowledgeable speakers to conduct webinars on various topics in the financial services landscape. To this effect, we recently introduced CSI Podium, a unique initiative created in the spirit of our mission to provide thought leadership and real-world training.

This exclusive platform offers CSI designation holders and interested parties opportunities to speak on topics that will benefit their clients, colleagues and the investing public through webinars. Speakers are also awarded CE credits for giving back to the CSI designation community.

Visit the CSI Podium web page to learn more about becoming a speaker and conducting a webinar with us.

Learn More

On-Demand Events

Thursday Nov 30, 2023 | 2:00 pm EST

2023 Designations Graduation Celebration

  • Marie Muldowney

    Marie Muldowney

    Managing Director, CSI
  • Dee Hazelaar, PFP®, CFP®, FCSI®

    Regional Manager, Investment Specialists, Scotiabank & Professor, Faculty of Business, Conestoga College
Thursday Nov 30, 2023 | 12:00 pm EST

2023 PFP® Graduation Celebration

  • Marie Muldowney

    Marie Muldowney

    Managing Director, CSI
  • Carissa Lucreziano

    Vice President, Financial and Investment Advice, CIBC
Wednesday Nov 22, 2023 | 12:00 pm EST

The Changing Tide: Empowering Women in Financial Services

  • Neela White

    Neela White, FCSI®, CIM®, CIWM, CPCA®, EPC, CEA®, CDCP

    Senior Portfolio Manager, Raymond James Ltd.
  • Tiffany Harding, CFP®, TEP, FEA, CLU®, CIWM, FCSI®

    AVP, Head of Professional Wealth & Insurance Advisory Services, Manulife
Wednesday Nov 15, 2023 | 12:00 pm EST

Securing Your Legacy: Succession Planning for Small Businesses

  • Tammy Buss, CLU, CH.F.C, CFP®

    Family Business Advisor, BlueRoots Inc & Certified Financial Planner, Desjardins Financial Security Investments Inc.
Wednesday Nov 8, 2023 | 12:00 pm EST

DE&I in Financial Services: Connecting Advisor & Client Success

  • Jeffrey Allain, MBA, PFP®, FCSI®

    Senior Manager, Role Design & Execution, RBC
  • Manoj Khandavelli, CFP®, CIWM, FCSI®

    Private Client Market Lead - Atlantic Region, HSBC Private Client Services
  • Farah Kamal, FCSI®

    Co-founder, Trade Lifecycles
Wednesday Nov 1, 2023 | 12:00 pm EST

Putting Clients First: Advisors Roundtable

  • Sudha Sankar (FCSI®)

    Wealth Advisor, RBC Dominion Securities
  • Haiping Fu (FCSI®, CIM®, MBA)

    Associate Wealth & Investment Advisor, RBC Dominion Securities
  • Darren Dearing (MBA, CFP®, CIM®, FCSI®)

    Wealth Advisor, Scotia Wealth Management
  • Jim Templeton (FCSI®)

    Financial Advisor, Manulife Securities Incorporated
Wednesday Oct 25, 2023 | 12:00 pm EST

Comprehensive Financial Planning: How Client Relationships are Changing

  • Goshka Folda

    President and CEO of Investor Economics and Global Head of Research at ISS Market intelligence
  • Carissa Lucreziano

    Vice President Financial and Investment Advice, CIBC
  • Sean Shore

    Securities, Compliance and Regulatory Counsel at Canadian Compliance & Regulatory Law
Wednesday Nov 30, 2022 | 2:00 pm EST

CSI Designations Virtual Graduation Celebration 2022

  • Greg Zdzienicki

    Client Portfolio Manager, Equities at CIBC Asset Management
  • Marie Muldowney

    Marie Muldowney

    Managing Director at Canadian Securities Institute
Wednesday Nov 30, 2022 | 12:00 pm EST

Personal Financial Planner (PFP®) Virtual Graduation Celebration 2022

  • Carissa Lucreziano

    Vice President Financial and Investment Advice, CIBC
  • Marie Muldowney

    Marie Muldowney

    Managing Director at Canadian Securities Institute
Wednesday Nov 23, 2022 | 12:00 pm EST

Decoding Wealth Transfer for Millennials and Gen-Z

  • Carissa Lucreziano

    Vice President Financial and Investment Advice at CIBC
  • James G. Bilcox, CFP®, FMA, PFP®

    Financial Planner at Sun Life & President at Searchlight Financial Solutions Inc.
  • Orlando Lopez, CFP®, CIM®, CIWM

    Investment Advisor at RBC Dominion Securities
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