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Get CSC® Study Tools worth $205 FREE until November 30
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Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
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Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Take the first step towards meeting your career goals.
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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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Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.
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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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Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
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Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
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Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
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Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
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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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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
To help you begin a promising career in Canada’s financial market, CSI offers two foundational licensing courses:
The CSC® is a baseline regulatory requirement to perform securities, mutual funds and alternative funds transactions in most financial services positions in Canada.
You will gain a better understanding of the financial services landscape in Canada and sharpen your knowledge about various financial instruments like equities, liquid alts, managed and structured products, derivatives and more.
View active jobs that require the CSC®
The IFC delivers foundational knowledge that provides advisors substantial support to effectively guide clients on mutual fund investments based on a client’s objectives, timeline and risk tolerance.
You will also gain a stronger grounding in a mutual fund’s legal, ethical and professional responsibilities. Once you successfully complete the course, you will earn the Mutual Fund Dealer – Dealing Representative License.
View active jobs that require the IFC
Depending on the level of financial experience you have in your home country, our comprehensive Career Map can help guide you through the financial areas that will suit you best.
You can search by courses, credentials or careers to better your understanding of the financial marketplace and how to navigate it successfully.
ExplorePGP Academy
CSI partners with PGP Academy to provide residents of India, who are interested in moving to Canada in order to work in the financial services industry, with the knowledge that financial service employers are seeking when hiring financial advisory staff. The educational program is entitled: “The Certificate in Canadian Financial Services” (CCFS). The program consists of 5 CSI courses, including the Investment Funds Course (IFC) which is the licensing course for individuals that enables them to sell mutual funds in Canada.
Acces Employment
We partner with ACCES Employment Canada to provide newcomers with real-life exposure through training, helpful tips, tools and resources about entering the Canadian financial services market. As a not-for-profit charitable organization, ACCES Employment offers employment programs that are free of charge.
While some sector-specific programs have a fee that is eligible for financial reimbursement through an Ontario government bursary, you can sit down with an Employment Consultant and learn more about the services available to you.
Through our partnership, you will learn best practices to ace interviews, create winning resumes and how to obtain CSI credentials to help you land your dream job.
Learn MoreThe Canadian Securities Institute (CSI) has been setting the standard for excellence in lifelong education for financial professionals since 1970. CSI is a part of Moody’s Learning Solutions, which offers educational programs and credentials throughout the world.
Our expertise extends across the financial services spectrum to include securities and portfolio management, banking, trust, insurance, financial planning and high net worth wealth management. We are the primary provider of regulatory courses and examinations for the Canadian Investment Regulatory Organization (CIRO). Our courses are also accredited by securities and insurance regulators.