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Friends & Family get 10% off the CSC®!
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Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
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Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Take the first step towards meeting your career goals.
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Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
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Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.
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Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI (FCSI®).
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Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
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Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
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Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
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Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
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CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Fulfill your CE requirements for CSI, CIRO, CSF, provincial insurance councils, and other professional associations or certifications.
Fulfill your CE requirements for CSI, CIRO, CSF, provincial insurance councils, and other professional associations or certifications.
Various regulatory bodies and professional associations require you to fulfill certain hours of continuing education credits to ensure that you stay current with the latest developments in order to best serve your clients, firm and the industry and capital markets in general. These bodies require registrants to complete both compliance and professional development credits during a fixed cycle. Failure to comply can result in disciplinary actions both against the individual and the firm the individual is associated with.
Our courses are designed to meet multi-jurisdictional requirements. Some of our professional development CE courses will help you comply with Know Your Product (KYP) regulatory requirements, including bitcoin and ETFs. Other courses, like our Dealing with High Net Worth Client series, are on the path to a designation (CIWM in this case), meaning learners can earn their CE credits while working their way to a designation. Our compliance CE courses are typically built to address the major compliance priorities as articulated by the Self-Regulatory Organization (SRO) in their annual priorities report.
If you have any further questions about how to use the tool, looking for a course not listed, contact us through our Support Hub, and we will be in touch.
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