Certificate Pathway

Certificate in Financial Services Advice (CFSA)

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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Canadian Securities Course (CSC®)

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

Investment Funds in Canada (IFC)

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

Personal Financial Services Advice (PFSA)

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

Financial Planning I (FP I)

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

Advanced Mutual Funds Advice (AMFA) Program (Tiered discount upon purchase)

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