Our courses, certificates and designations are mandated by employers and regulators and represent proven mastery of skills required to perform a job at a high level. Our credentials enable financial services professionals to take charge of their careers and expand their skills beyond basic licensing requirements to focus on the needs of their clients.

Learning Journey

Entry Level

Licensing Courses

Recent college graduates and newcomers pursue the CSC® or IFC to enter into the financial services industry.

Advanced Courses

Professionals look to pursue additional courses to meet requirements to advance their career.

Certificates, Designations,
and Fellowship Recognition

Professionals hone their expertise by pursuing a certificate or designation with a goal of ultimately receiving CSI’s fellowship