Certificate Pathway

Certificate in Advanced Financial Advice (CAFA)

Once all required courses for a certificate program are completed, you will automatically be granted the certificate, along with a digital badge to showcase your accomplishment. Learn more about CSI Certificates.

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CSI Route for Bankers

Canadian Securities Course (CSC®)

CSC® Value Pack Combo
$1620
CSC® Online, interactive version with hard-copy textbook
$1320
CSC® Online, interactive version with PDF textbook
$1220

Investment Funds in Canada (IFC)

IFC Value Pack Combo
$715
IFC Online, interactive version with hard-copy textbook
$520
IFC Online, interactive version with PDF textbook
$470

Personal Financial Services Advice (PFSA)

PFSA Online, interactive version with hard-copy textbook
$725
PFSA Online, interactive version with PDF textbook
$650

Financial Planning I (FP I)

FP I Online, interactive version with hard-copy textbook
$875
FP I Online, interactive version with PDF textbook
$800

Financial Planning II (FP II)

FP II Online, interactive version with hard-copy textbook
$875
FP II Online, interactive version with PDF textbook
$800

CSI Route for Investment Advisors (IIROC)

Canadian Securities Course (CSC®)

CSC® Value Pack Combo
$1620
CSC® Online, interactive version with hard-copy textbook
$1320
CSC® Online, interactive version with PDF textbook
$1220

Wealth Management Essentials (WME)

WME Online, interactive version with hard-copy textbook
$1670
WME Online, interactive version with PDF textbook
$1570

Financial Planning Supplement (FPSU)

FPSU Online, interactive version with hard-copy textbook
$1030
FPSU Online, interactive version with PDF textbook
$985

CSI Route for Mutual Fund Representatives (MFDA)

Canadian Securities Course (CSC®)

CSC® Value Pack Combo
$1620
CSC® Online, interactive version with hard-copy textbook
$1320
CSC® Online, interactive version with PDF textbook
$1220

Investment Funds in Canada (IFC)

IFC Value Pack Combo
$715
IFC Online, interactive version with hard-copy textbook
$520
IFC Online, interactive version with PDF textbook
$470

Advanced Mutual Funds Advice (AMFA) Program

Client Discovery
$200
Tax Planning
$200
Retirement Planning
$200
Estate Planning
$200
Foundations of Investment Management
$200
Retirement Planning Income and Products
$200
Practice Management for Mutual Fund Representatives
$200

Financial Planning Supplement (FPSU)

FPSU Online, interactive version with hard-copy textbook
$1030
FPSU Online, interactive version with PDF textbook
$985