Featured Product
Featured Product
Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
Featured Product
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Featured Product
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
Featured Product
Explore continuing education courses and meet your requirements for CSI, IIROC, CSF and other professional associations or certifications.
Featured Product
Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
Featured Product
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
Featured Product
Solidify your understanding of the CSC® course content with live online sessions to write your exams with confidence!
Featured Product
Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
Featured Product
Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.
Featured Product
Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI (FCSI®).
Featured Product
Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
Featured Product
Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
Featured Product
Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
Featured Product
Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
Featured Product
Hear from FSRA representatives about what title regulation means for you and your practice.
Featured Product
During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
Featured Product
CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
Featured Product
Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
Featured Product
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Featured Product
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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.
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.
https://youtu.be/N30AlCkWYGMOur 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 MapLooking to add CSI courses to your institute’s financial planning program curriculum?
Speak with an Expert