- Learning
- Canadian Securities Course (CSC®)
- Investment Funds in Canada (IFC)
- Conduct and Practices Handbook Course (CPH®)
- Wealth Management Essentials (WME®)
- Derivatives Fundamentals and Options Licensing Course (DFOL)
- Investment Management Techniques (IMT®)
- Advanced Investment Strategies (AIS)
- Portfolio Management Techniques (PMT®)
- Partners, Directors and Senior Officers Course (PDO)
- Branch Compliance Officer's Course (BCO)
- Investment Dealer Supervisors Course (IDSC)
- Chief Compliance Officers Qualifying Examination (CCO)
- Derivatives Fundamentals Course (DFC)
- Trader Training Course (TTC)
- Options Supervisors Course (OPSC)
- Futures Licensing Course (FLC)
- Options Licensing Course (OLC)
- Chief Financial Officers Qualifying Examination (CFO)
- Canadian Commodity Supervisors Exam (CCSE)
- Licensing & Regulatory Organizations
- Certificate in Financial Services Advice (CFSA)
- Certificate in Advanced Financial Advice (CAFA)
- Certificate in Advanced Investment Advice
- Certificate in Technical Analysis (CITA)
- Certificate in Investment Dealer Compliance (CIDC)
- Certificate in Derivatives Market Strategies (CDMS)
- Certificate in Retirement Strategy (CRS)
- Certificate in Estate Planning & Trust Strategy (CETS)
- Certificate in Personal Banking (CPB)
- Certificate In Bank Management (CBM)
- Micro-Certificate in Alternative Investments (MCAI)
- Micro-Certificate in Applied Behavioural Finance (MCABF)
- View All Certificate Pathways
- Fellow of CSI (FCSI®)
- Personal Financial Planner (PFP®)
- Chartered Investment Manager (CIM®)
- Certified International Wealth Manager (CIWM)
- Designated Financial Services Advisor (DFSA™)
- Estate & Trust Professional (MTI®)
- CSI Path to Certified Financial Planner (CFP®)
- CSI Path to Qualified Associate Financial Planner (QAFP™)
- CSI Path to Financial Planning Program – Quebec (IPF)
- View All Designation Pathways
- Personal Financial Services Advice (PFSA)
- Financial Planning I (FP I)
- Financial Planning II (FP II)
- Financial Planning Supplement (FPSU)
- Investment Advisors Training Program (IATP)
- Financial Planning Integration Course (FPIC)
- Applied Financial Planning Certification Exam (AFP)
- CIWM Certification Examination
- Life Licence Qualification Program Insurance Course (LLQP)
- View All Courses
At A Glance
Certificate in Quantitative Finance (CQF)
A globally recognized program for professionals advancing into quantitative finance, risk, and derivatives.
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CFSA: Preferred Credential for Personal Bankers
Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Meet CE Requirements Quickly and Easily
Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
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Drive Effective Client Conversations
Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
At A Glance
Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
- Exams & Administration
At A Glance
Canadian Securities Course CSC®
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Preparing to Take Your CSI Exam?
Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
- Credentials
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Credentials That Matter
Meet the highest standards of experience and education for financial professionals with CSI certificates, designations & fellowship.
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FCSI® – The Highest Honour in Financial Services
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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PFP® – The Premier Credential for Financial Planners
Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
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CIM® – The Recognized Credential for Investment Managers
Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
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CIWM – The Leading Credential for Wealth Managers
Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
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MTI® – Prestigious Credential for Trust & Wealth Managers
Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
- Corporate Solutions
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Firm Training Program
A training program for new registrants that reinforces core competencies and elevates job readiness.
- Insights
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Webinars to Boost Financial Literacy
During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
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Become a Speaker With CSI
CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
- About
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CSI & Fitch Learning: Shaping the Future of Financial Learning Together
The CSI brand will continue, as will its stewardship of the industry’s renowned certifications and designations.
At A Glance
PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Hours of Study: 60 – 75 Hours
Enrolment Period: 1 Year
What is the exam weighting?
| Exam Topics | Weighting |
|---|---|
| Understanding Underlying Markets | 27% |
| Pricing of Forward Based Contracts | 9% |
| Advanced Trading Techniques Using Derivatives | 29% |
| Advanced Risk Management Techniques Using Derivatives | 27% |
| Using Derivatives to Structure Investment Products | 8% |
What is the exam structure?
| Structure | Information |
|---|---|
| Exam | 1 |
| Exam Format | Proctored (remote or in-person at a test centre) |
| Exam Duration | 3 hours |
| Question Format | Multiple-choice |
| Questions Per Exam | 100 |
| Attempts Allowed Per Exam | 3 |
| Passing Grade | 60% |
| Assignments | None |
What Continuing Education (CE) credits will you earn?
| - Course Level Accreditation - | |
| Accreditation | Credits |
|---|---|
| CIRO-ID - Professional Development | 20 |
| Advanced Risk Management Techniques Using Derivatives | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 12 |
| CFP - General CE | 12 |
| CIM - CIM Professional development | 12 |
| CIRO-ID - Professional Development | 12 |
| CIRO-MF - Professional Development | 12 |
| CIWM - CIWM Professional development | 12 |
| DFSA - Professional Development | 12 |
| PFP - PFP Professional development | 12 |
| Advanced Trading Techniques Using Derivatives | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 20 |
| CFP - General CE | 20 |
| CIM - CIM Professional development | 20 |
| CIRO-ID - Professional Development | 20 |
| CIRO-MF - Professional Development | 20 |
| CIWM - CIWM Professional development | 20 |
| DFSA - Professional Development | 20 |
| PFP - PFP Professional development | 20 |
| Pricing of Forward-based Contracts | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 3 |
| CFP - General CE | 3 |
| CIM - CIM Professional development | 3 |
| CIRO-ID - Professional Development | 3 |
| CIRO-MF - Professional Development | 3 |
| CIWM - CIWM Professional development | 3 |
| DFSA - Professional Development | 3 |
| PFP - PFP Professional development | 3 |
| Understanding Underlying Markets | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 13 |
| CFP - General CE | 13 |
| CIM - CIM Professional development | 13 |
| CIRO-ID - Professional Development | 13 |
| CIRO-MF - Professional Development | 13 |
| CIWM - CIWM Professional development | 13 |
| DFSA - Professional Development | 13 |
| PFP - PFP Professional development | 13 |
| Using Derivatives to Structure Investment Products | |
| Accreditation | Credits |
| CIM - CIM Professional development | 2 |
| CIRO-ID - Professional Development | 2 |
| CIRO-MF - Professional Development | 2 |
| CIWM - CIWM Professional development | 2 |
| PFP - PFP Professional development | 2 |
View CE credits for all CSI courses and all associations.
While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the chart may be subject to change.
As an added feature, the ADMS course allows students to earn CE credits from a variety of jurisdictions, including CIRO, by completing the quizzes at the end of each section of the course. Students can earn CE credits gradually rather than having to wait until completing the final course examination.