Your Bridge from an Academic to a Professional

Transition from college/university into the financial services industry with CSI's suite of courses. Our courses are designed to equip you with the skills and mandatory licenses you'll need to enter the financial services workforce.

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How do I get started?

As you complete your education and prepare to enter the financial services industry, you will likely be up against people with more work experience. Earning your mandatory regulatory licenses before you begin your job search is critical. CSI offers two foundational licensing courses you can take to get started.

If you are looking for a specialization in mutual funds, we recommend the Investment Funds in Canada (IFC) course, or if you prefer to specialize in all areas of financial services, take the Canadian Securities Course (CSC®). These courses will put you on the path to earning more advanced certificates and designations as you progress in your career.

To help support your learning, we offer students a 10% discount on all CSI courses and study tools, and course exemptions for topics already covered through your college curriculum.

We have partnered with colleges and universities to provide you with recommended courses and discounted pricing. Select your school from the drop-down list to begin your enrolment.

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Foundational Licensing Courses (CSC® & IFC)

Explore foundational licensing courses specifically recommended to help you achieve your learning goals and enter the Canadian financial services industry.

Canadian Securities Course (CSC®)

Select one of the course formats below to enrol.

Value Pack Combo

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® Videos, Financial Investment Calculations Toolkit With Calculator, Financial Statements and Ratios e-Tutorial, Macro and Microeconomic E-Tutorial.

Complete online program with PDF textbook

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Complete online program with printed textbooks

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

Click to expand and learn more about CSC® Study Tools.

CSC® Review Webinars

We understand that studying for the CSC®—especially while working a full-time job and balancing other responsibilities—can be challenging. To support your learning, we created the CSC® Review Webinars, designed and conducted by experienced subject matter experts. The webinars will help you review and brush up on the course content for CSC® volume I and volume II so that you can write your CSC® exams with confidence.

Our webinars go beyond a typical webinar by ensuring a high level of engagement between the instructor and student. We use a broad range of online interactive features to provide an engaging and collaborative learning experience. Learners will participate in discussions, Q&A, and interactive activities with fellow peers to review the course and build their financial services industry acumen. You must be enrolled in the Canadian Securities Course (CSC®) to book your webinars.

CSC® Check

If you enrolled in the CSC® on or after December 8, 2021, then please choose this version.

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. The practice tests are meant to simulate your exam-day experience as closely as possible. They are timed and structured with approximately the same weightings as the actual exams.

You can use the CSC Check to complement your studies as you prepare for the final exams. However, before you use it, we recommend that you complete all the course components, including the readings and review questions, to fully prepare for the practice tests and to close gaps in your learning.

Your focus, first and foremost, should be on reading and understanding the textbook so that you perform as well as possible on the practice tests.

CSC® Check

If you enrolled in the CSC® before December 8, 2021, then please choose this version.

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. The practice tests are meant to simulate your exam-day experience as closely as possible. They are timed and structured with approximately the same weightings as the actual exams.

You can use the CSC Check to complement your studies as you prepare for the final exams. However, before you use it, we recommend that you complete all the course components, including the readings and review questions, to fully prepare for the practice tests and to close gaps in your learning.

Your focus, first and foremost, should be on reading and understanding the textbook so that you perform as well as possible on the practice tests.

CSC® Video Companion Series

If you enrolled in the CSC® on or after December 8, 2021, then please choose this version.

Enjoy over 120 videos with over 14 hours of content designed to help you better prepare for the CSC® Exam 1 and Exam 2.

  • Chapter by Chapter video explanations will help enhance your learning experience
  • Expanded real-world examples to help digest course material
  • Review course material conveniently on your phone with a data connection

The CSC® Video Companion Series is intended to complement your studies and enhance your learning. It is not meant to replace a thorough review of the course materials. While it will undoubtedly streamline your learning, your first focus should be to read, understand and study the textbooks.

CSC® Video Companion Series

If you enrolled in the CSC® before December 8, 2021, then please choose this version.

Enjoy over 120 videos with over 14 hours of content designed to help you better prepare for the CSC® Exam 1 and Exam 2.

  • Chapter by Chapter video explanations will help enhance your learning experience
  • Expanded real-world examples to help digest course material
  • Review course material conveniently on your phone with a data connection

The CSC® Video Companion Series is intended to complement your studies and enhance your learning. It is not meant to replace a thorough review of the course materials. While it will undoubtedly streamline your learning, your first focus should be to read, understand and study the textbooks.

Financial Investment Calculations Toolkit (with Calculator)

Are you overwhelmed by financial investment calculations? Do you feel like you need an educational tune-up on basic math skills? You’re not alone.

The new CSI Financial Investment Calculations Toolkit is the ideal package for learners who need to perform calculations related to financial services.

Learn how to use the Sharp financial calculator to perform calculations common to financial services, both for your CSI courses and on the job.

You’ll be introduced to essential financial math concepts, and be shown how to perform calculations step-by-step on your very own financial calculator. Also included are practice questions to self-assess your financial investment calculations skills.

Financial Statement and Ratios e-Tutorial

The new Financial Statement and Ratios e-Tutorial will introduce important concepts that appear in CSI courses, and which are commonly used in the financial services industry.

You’ll learn the fundamentals of financial statement analysis, including a step-by-step demonstration of how a financial statement is created. You’ll also review the basics of financial ratios, which are used to evaluate the potential success and investment-worthiness of a company.

It is also a useful refresher course for students who have not encountered these concepts in some time.

Macro- and Microeconomics e-Tutorial

This e-Tutorial offers an overview of two areas of economics:

  • Macroeconomics which focus on topics such as interest rates and inflation, the business cycle, monetary policy and fiscal policy
  • Microeconomics which focus on specific topics such as supply and demand and industry cycles

The new Macro- and Microeconomics e-Tutorial is a useful refresher course for individuals who have not encountered these concepts in some time.

Investment Funds In Canada (IFC)

Select one of the course formats below to enrol.

Value Pack Combo

The Investment Funds in Canada (IFC) Value Pack Combo is your all-in-one course and study tool package to set you up for success. In addition to the online, interactive version with a hard-copy textbook, you also get the full set of study tools, including the IFC Check, Financial Investment Calculations Toolkit with Calculator, Macro and Microeconomic E-Tutorial.

Complete online program with PDF textbook

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Complete online program with printed textbooks

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

Click to expand and learn more about IFC Study Tools.

IFC Check

If you enrolled in the IFC on or after December 22, 2021, then please choose this version.

The IFC Check is a set of online practice tests designed to assess your readiness to take the actual IFC exam. The practice tests are meant to simulate your exam-day experience as closely as possible. They are timed and structured with approximately the same weightings as the actual exams.

You can use the IFC Check to complement your studies as you prepare for the final exams. However, before you use it, we recommend that you complete all the course components, including the readings and review questions, to fully prepare for the practice tests and close gaps in your learning.

Your focus, first and foremost, should be on reading and understanding the textbook so that you perform as well as possible on the practice tests.

IFC Check

If you enrolled in the IFC before December 22, 2021, then please choose this version.

The IFC Check is a set of online practice tests designed to assess your readiness to take the actual IFC exam. The practice tests are meant to simulate your exam-day experience as closely as possible. They are timed and structured with approximately the same weightings as the actual exams.

You can use the IFC Check to complement your studies as you prepare for the final exams. However, before you use it, we recommend that you complete all the course components, including the readings and review questions, to fully prepare for the practice tests and close gaps in your learning.

Your focus, first and foremost, should be on reading and understanding the textbook so that you perform as well as possible on the practice tests.

Financial Investment Calculations Toolkit

The new CSI Financial Investment Calculations Toolkit is the ideal package for learners who need to perform calculations related to financial services.

Learn how to use the Sharp financial calculator to perform calculations common to financial services, both for your CSI courses and on the job.

You’ll be introduced to essential financial math concepts and be shown how to perform calculations step-by-step on your very own financial calculator. Also included are practice questions to self-assess your financial investment calculation skills.

Macro- and Microeconomics e-Tutorial

This e-Tutorial offers an overview of two areas of economics:

  • Macroeconomics which focus on topics such as interest rates and inflation, the business cycle, monetary policy and fiscal policy
  • Microeconomics which focus on specific topics such as supply and demand and industry cycles

The new Macro- and Microeconomics e-Tutorial is a useful refresher course for individuals who have not encountered these concepts in some time.

Retail Banking & Insurance

Our Retail Banking solutions include role-specific, individual courses and holistic learning pathways in the areas of financial advice, compliance, lending and bank management. Participants are prepared to understand the Canadian banking landscape, build credible financial plans, deepen customer relationships and improve operational efficiency, all leading to providing clients with greater value.

Investment Dealer Supervisors Course (IDSC)

Select one of the course formats below to enrol.

Complete online program with PDF textbook

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Complete online program with printed textbooks

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

LLQP Insurance Course (Canada)

Online, interactive version with PDF textbook

Choose this course format if you prefer to study online through a computer, tablet or mobile.

LLQP Insurance Course (Common Law)

Online, interactive version with PDF textbook

Choose this course format if you prefer to study online through a computer, tablet or mobile.

LLQP Insurance Course (Civil Code)

Online, interactive version with PDF textbook

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Financial Planning

If you’re the kind of person who loves helping other people achieve their dreams while you work towards your own, consider a rewarding career in financial planning. This is one of the more ‘personal’ parts of the banking field, focusing on helping others through advice, service, and products that help protect them against risk, as they work towards financial independence. It’s a place where moving up is measured by the quality and quantity of relationships you foster and retain. This is reflected by longer commitment periods (how long you must stay on the job). That’s because today’s financial institutions are seeking to give greater consistency and predictability to clients, employees, and their organizations.

Personal Financial Services Advice (PFSA)

Select one of the course formats below to enrol.

Complete online program with PDF textbook

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Complete online program with printed textbooks

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

Financial Planning I (FP I)

Select one of the course formats below to enrol.

Complete online program with PDF textbook

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Complete online program with printed textbooks

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

Click to expand and learn more about FP I Study Tools.

FP I Check

The FP I Check is a set of two online practice tests designed to assess your readiness to take the actual FP I Exam. The practice tests are meant to simulate your exam-day experience as closely as possible. They are timed and structured with approximately the same weightings as the actual exams.

You can use the FP I Check to complement your studies as you prepare for the final exams. However, before you use it, we recommend that you complete all the course components, including the readings, online learning activities and review questions, to fully prepare for the practice tests and to close gaps in your learning.

Your focus, first and foremost, should be on reading and understanding the textbook so that you perform as well as possible on the practice tests.

Financial Planning Calculations E-tutorial (ONLY)

The Financial Planning Calculations E-tutorial is the ideal study tool to tune up your financial planning calculations skills. Discover essential financial planning math concepts with practice questions to self-assess your financial investment calculations skills.

The Financial Planning Calculations E-tutorial is an invaluable resource whether new to a financial planning role or currently a financial planning student wanting to develop or rebuild a sense of comfort with performing financial planning calculations.

The toolkit explains how to calculate several key financial planning-related concepts, such as budget planning, credit planning, investment planning, tax planning, retirement planning, and insurance planning.

Financial Planning Calculations E-tutorial with Sharp Calculator

The Financial Planning Calculations E-tutorial is the ideal study tool to tune up your financial planning calculations skills. Discover essential financial planning math concepts with practice questions to self-assess your financial investment calculations skills.

The Financial Planning Calculations E-tutorial is an invaluable resource whether new to a financial planning role or currently a financial planning student wanting to develop or rebuild a sense of comfort with performing financial planning calculations.

The toolkit explains how to calculate several key financial planning-related concepts, such as budget planning, credit planning, investment planning, tax planning, retirement planning, and insurance planning.

Financial Planning II (FP II)

Select one of the course formats below to enrol.

Complete online program with PDF textbook

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Complete online program with printed textbooks

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

Click to expand and learn more about FP II Study Tools.

FP II Check

The FP II Check is a set of two online practice tests designed to assess your readiness to take the actual FP II Exam. The practice tests are meant to simulate your exam-day experience as closely as possible. They are timed and structured with approximately the same weightings as the actual exams.

You can use the FP II Check to complement your studies as you prepare for the final exams. However, before you use it, we recommend that you complete all the course components, including the readings, online learning activities, and review questions, to fully prepare for the practice tests and to close gaps in your learning.

Your focus, first and foremost, should be on reading and understanding the textbook so that you perform as well as possible on the practice tests.

Financial Planning Calculations E-tutorial (ONLY)

The Financial Planning Calculations E-tutorial is the ideal study tool to tune up your financial planning calculations skills. Discover essential financial planning math concepts with practice questions to self-assess your financial investment calculations skills.

The Financial Planning Calculations E-tutorial is an invaluable resource whether new to a financial planning role or currently a financial planning student wanting to develop or rebuild a sense of comfort with performing financial planning calculations.

The toolkit explains how to calculate several key financial planning-related concepts, such as budget planning, credit planning, investment planning, tax planning, retirement planning, and insurance planning.

Financial Planning Calculations E-tutorial with Sharp Calculator

The Financial Planning Calculations E-tutorial is the ideal study tool to tune up your financial planning calculations skills. Discover essential financial planning math concepts with practice questions to self-assess your financial investment calculations skills.

The Financial Planning Calculations E-tutorial is an invaluable resource whether new to a financial planning role or currently a financial planning student wanting to develop or rebuild a sense of comfort with performing financial planning calculations.

The toolkit explains how to calculate several key financial planning-related concepts, such as budget planning, credit planning, investment planning, tax planning, retirement planning, and insurance planning.

Financial Planning Integration Course (FPIC) - Bankers Path

Online interactive version

The FPIC – Bankers Path includes the following courses: IFC, PFSA, FPI, and FPII. Select this course if you have successfully completed the aforementioned courses.

Online, interactive version to study online through a computer, tablet, or mobile.

Financial Planning Integration Course (FPIC) - Investment Advisors Path

Online interactive version

The FPIC – Investment Advisors Path includes the following courses: CSC®, WME®, and FPSU. Select this course if you have successfully completed the aforementioned courses.

Online, interactive version to study online through a computer, tablet, or mobile.

Applied Financial Planning (AFP) Certification Examination

Enrolment

Study online through a computer, tablet or mobile.

Click to expand and learn more about AFP Study Tools.

Financial Planning Calculations E-tutorial (ONLY)

The Financial Planning Calculations E-tutorial is the ideal study tool to tune up your financial planning calculations skills. Discover essential financial planning math concepts with practice questions to self-assess your financial investment calculations skills.

The Financial Planning Calculations E-tutorial is an invaluable resource whether new to a financial planning role or currently a financial planning student wanting to develop or rebuild a sense of comfort with performing financial planning calculations.

The toolkit explains how to calculate several key financial planning-related concepts, such as budget planning, credit planning, investment planning, tax planning, retirement planning, and insurance planning.

Financial Planning Calculations E-tutorial with Sharp Calculator

The Financial Planning Calculations E-tutorial is the ideal study tool to tune up your financial planning calculations skills. Discover essential financial planning math concepts with practice questions to self-assess your financial investment calculations skills.

The Financial Planning Calculations E-tutorial is an invaluable resource whether new to a financial planning role or currently a financial planning student wanting to develop or rebuild a sense of comfort with performing financial planning calculations.

The toolkit explains how to calculate several key financial planning-related concepts, such as budget planning, credit planning, investment planning, tax planning, retirement planning, and insurance planning.

Investment & Wealth Management

Investment Management involves buying, selling and managing financial assets and other investments. Our courses and credentials help individuals develop long- and short-term strategies to build their clients’ investment portfolios through understanding equity and fixed-income trading, derivatives and alternative investments, taxation, retirement and estate planning.

Wealth Management courses and credentials develop a range of competencies, from client-servicing to advanced client-discovery methods, including behavioural finance techniques that enable participants to better understand their clients and build portfolios that help them attain their life goals.

 

Conduct and Practices Handbook (CPH®) Course

Select one of the course formats below to enrol.

Complete online program with PDF textbook

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Complete online program with printed textbooks

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

Click to expand and learn more about CPH® Study Tools.

CPH® Check

If you enrolled in the CPH® before October 6, 2021, please enrol in the check product below.

The CPH® Check product you select must match the course in which you are enrolled. Log into your online course to check your course code and select the Check product below that matches your course code.

The CPH® Check is a set of two online practice tests designed to assess your readiness to take the actual CPH® Exam. The practise tests are meant to simulate your exam-day experience as closely as possible. They are timed and structured with approximately the same weightings as the actual exams.

You can use the CPH® Check to complement your studies as you prepare for the final exams. However, before you use it, we recommend that you complete all the course components, including the readings and review questions, to fully prepare for the practice tests and to close gaps in your learning.

Your focus, first and foremost, should be on reading and understanding the textbook so that you perform as well as possible on the practice tests.

CPH® Check

If you enrolled in the CPH® on or after October 6, 2021, please enrol in the check product below.

The CPH® Check product you select must match the course in which you are enrolled. Log into your online course to check your course code and select the Check product below that matches your course code.

The CPH® Check is a set of two online practice tests designed to assess your readiness to take the actual CPH® Exam. The practise tests are meant to simulate your exam-day experience as closely as possible. They are timed and structured with approximately the same weightings as the actual exams.

You can use the CPH® Check to complement your studies as you prepare for the final exams. However, before you use it, we recommend that you complete all the course components, including the readings and review questions, to fully prepare for the practice tests and to close gaps in your learning.

Your focus, first and foremost, should be on reading and understanding the textbook so that you perform as well as possible on the practice tests.

Financial Investment Calculations Toolkit (with Calculator)

The new CSI Financial Investment Calculations Toolkit is the ideal package for learners who need to perform calculations related to financial services.

Learn how to use the Sharp financial calculator to perform calculations common to financial services, both for your CSI courses and on the job.

You’ll be introduced to essential financial math concepts and be shown how to perform calculations step-by-step on your very own financial calculator. Also included are practice questions to self-assess your financial investment calculations skills.

Financial Statement and Ratios e-Tutorial

The new Financial Statement and Ratios e-Tutorial will introduce important concepts that appear in CSI courses, and which are commonly used in the financial services industry.

You’ll learn the fundamentals of financial statement analysis, including a step-by-step demonstration of how a financial statement is created. You’ll also review the basics of financial ratios, which are used to evaluate the potential success and investment worthiness of a company.

It is also a useful refresher course for students who have not encountered these concepts in some time.

Macro- and Microeconomics e-Tutorial

This e-Tutorial offers an overview of two areas of economics:

  • Macroeconomics focuses on topics such as interest rates and inflation, the business cycle, monetary policy and fiscal policy
  • Microeconomics focuses on specific topics such as supply and demand and industry cycles

The new Macro- and Microeconomics e-Tutorial is a useful refresher course for individuals who have not encountered these concepts in some time.

Wealth Management Essentials (WME®)

Select one of the course formats below to enrol.

Complete online program with PDF textbook

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Complete online program with printed textbooks

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

Click to expand and learn more about WME® Study Tools.

WME® Check

If you enrolled in the WME on or after December 15, 2021, please enrol in the check below.

The WME® Check is a set of online practice tests designed to assess your readiness to take the actual WME® Exam 1 and Exam 2. The practise tests are meant to simulate your exam-day experience as closely as possible. They are timed and structured with approximately the same weightings as the actual exams.

You can use the WME® Check to complement your studies as you prepare for the final exams. However, before you use it, we recommend that you complete all the course components, including the readings and review questions, to fully prepare for the practice tests and to close gaps in your learning.

The WME® Check is also suitable for students enrolled in one of the Fast Track versions of the WME® Fast Track students can use the WME® Check to refresh their knowledge of the course materials as they prepare for their exams.

Your focus, first and foremost, should be on reading and understanding the textbook so that you perform as well as possible on the practice tests.

WME® Check

If you enrolled in the WME before December 15, 2021 please enrol in the check below.

The WME® Check is a set of online practice tests designed to assess your readiness to take the actual WME® Exam 1 and Exam 2. The practise tests are meant to simulate your exam-day experience as closely as possible. They are timed and structured with approximately the same weightings as the actual exams.

You can use the WME® Check to complement your studies as you prepare for the final exams. However, before you use it, we recommend that you complete all the course components, including the readings and review questions, to fully prepare for the practice tests and to close gaps in your learning.

The WME® Check is also suitable for students enrolled in one of the Fast Track versions of the WME® Fast Track students can use the WME® Check to refresh their knowledge of the course materials as they prepare for their exams.

Your focus, first and foremost, should be on reading and understanding the textbook so that you perform as well as possible on the practice tests.

Derivatives Fundamentals Course (DFC)

Select one of the course formats below to enrol.

Complete online program with PDF textbook

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Complete online program with printed textbooks

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

Click to expand and learn more about DFC Study Tools.

DFC Check

The DFC Check is an online study tool designed to build your confidence and assess your readiness to take the actual DFC Exam.

What it can do for you:

  • Focus your efforts to make the most of your study time
  • Test your ability to perform under pressure with a simulated exam experience

The DFC Check is intended to complement your studies and enhance your learning. Keep in mind, however, that it should not replace a thorough review of the course materials. Your focus, first and foremost, should be to read, understand and study the textbooks.

Financial Investment Calculations Toolkit (with Calculator)

The new CSI Financial Investment Calculations Toolkit is the ideal package for learners who need to perform calculations related to financial services.

Learn how to use the Sharp financial calculator to perform calculations common to financial services, both for your CSI courses and on the job.

You’ll be introduced to essential financial math concepts and be shown how to perform calculations step-by-step on your very own financial calculator. Also included are practice questions to self-assess your financial investment calculations skills.

Financial Statement and Ratios e-Tutorial

The new Financial Statement and Ratios e-Tutorial will introduce important concepts that appear in CSI courses, and which are commonly used in the financial services industry.

You’ll learn the fundamentals of financial statement analysis, including a step-by-step demonstration of how a financial statement is created. You’ll also review the basics of financial ratios, which are used to evaluate the potential success and investment worthiness of a company.

It is also a useful refresher course for students who have not encountered these concepts in some time.

Macro- and Microeconomics e-Tutorial

This e-Tutorial offers an overview of two areas of economics:

  • Macroeconomics focuses on topics such as interest rates and inflation, the business cycle, monetary policy and fiscal policy.
  • Microeconomics focuses on specific topics such as supply and demand and industry cycles.

The new Macro- and Microeconomics e-Tutorial is a useful refresher course for individuals who have not encountered these concepts in some time.

Derivatives Fundamentals and Options Licensing Course (DFOL)

Select one of the course formats below to enrol.

Complete online program with PDF textbook

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Complete online program with printed textbooks

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

Click to expand and learn more about DFOL Study Tools.

DFOL Check

The DFOL Check is a series of online practice questions intended to help you assess your readiness to take the DFOL exam. Sign up today and you can:

  • Focus your efforts. Test your overall knowledge and discover which course topics may require more study time.
  • Determine your readiness. Practice questions show you how well you performed in all subject areas.
  • Manage time constraints. Experience the pressure of taking the exam within the allotted time.

Financial Investment Calculations Toolkit (with Calculator)

The new CSI Financial Investment Calculations Toolkit is the ideal package for learners who need to perform calculations related to financial services.

Learn how to use the Sharp financial calculator to perform calculations common to financial services, both for your CSI courses and on the job.

You’ll be introduced to essential financial math concepts and be shown how to perform calculations step-by-step on your very own financial calculator. Also included are practice questions to self-assess your financial investment calculations skills.

Financial Statement and Ratios e-Tutorial

The new Financial Statement and Ratios e-Tutorial will introduce important concepts that appear in CSI courses, and which are commonly used in the financial services industry.

You’ll learn the fundamentals of financial statement analysis, including a step-by-step demonstration of how a financial statement is created. You’ll also review the basics of financial ratios, which are used to evaluate the potential success and investment worthiness of a company.

It is also a useful refresher course for students who have not encountered these concepts in some time.

Macro- and Microeconomics e-Tutorial

This e-Tutorial offers an overview of two areas of economics:

  • Macroeconomics focuses on topics such as interest rates and inflation, the business cycle, monetary policy and fiscal policy.
  • Microeconomics focuses on specific topics such as supply and demand and industry cycles.

The new Macro- and Microeconomics e-Tutorial is a useful refresher course for individuals who have not encountered these concepts in some time.

Options Licensing Course

Select one of the course formats below to enrol.

Complete online program with PDF textbook

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Complete online program with printed textbooks

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

How will you benefit?

Your finance or business degree, coupled with a CSI licensing course, will give you an edge over your peers and put your CV right at the top.

certificate

Industry recognized
credentials

Business Banking

Acknowledged by the top financial institutions in Canada

Wealth Management

Increased earning potential and improved employability

Differentiate Yourself

Stand out to potential employers in a sea of resumes

How can you grow your career?

Our comprehensive Career Map will guide you through the financial areas that best suit your learning goals.

You can search by courses, credentials or careers to better your understanding of the financial marketplace and navigate it successfully.

Explore Career Map
careermap

What are your peers saying?

"Even with my MBA, I found it difficult to find a position within the finance industry. Getting the CSC® gave me a competitive advantage and made it much easier."
"This is financial literacy, financial knowledge that the everyday individual can use to empower themselves."
"When I put the CSC® on my resume, it opened so many doors for me. I even had the privileged of choosing the job I wanted most."
"The CSC® was a fraction of the cost of my university degree, and I think I got more of a return out of it."
"The CSC® was the first step in understanding the financial landscape in Canada."
"Today's investors are looking for sophistication. The PFP® helps advisors provide a higher level of financial advice to clients"

Want to work with us?

Looking to add CSI courses to your institute’s financial planning program curriculum?

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