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

Wednesday Nov 3, 2021 | 12:00 pm EST

Newcomers: Fast Track Your Financial Career In Canada

  • Monica Brennan

    Bridging Program Manager, York University
  • Tarun Dhingra

    Assistant Branch Manager. RBC
  • Deepinder Kohli

    Financial Planner; TD Wealth
Wednesday Oct 27, 2021 | 8:00 am EST

Baby Boomers, Millennials and Wealth Transfer: What You Need to Know

  • Julie Seberras

    Julie Seberras

    Senior Manager, Wealth Planning Support at TD
  • Evan Parubets

    Evan Parubets

    Investor Specialist, Steadyhand
  • Colin White

    Colin White

    Portfolio Manager, WLWP Wealth Planners | iA Private Wealth Inc.
Wednesday May 19, 2021 | 12:00 pm EST

Advisors’ Guide to Digital Assets

  • Christina Dolan

    Global Head of Alliances RSA Netwitness
  • Sean Shore

    Sean Shore

    Securities, Compliance and Regulatory Counsel, Canadian Compliance & Regulatory Law
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