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Enrol before December 31, 2023 and receive the CSC® Study Tools free (Valued at $205)
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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, IIROC, 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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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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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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Free live and on-demand webinars to enhance your financial well-being
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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.
Learning Courses Advanced Mutual Funds Advice Program (AMFA) AMFA Program Curriculum
The seven courses in the Advanced Mutual Funds Advice Program cover the major competencies of an advisor who deals with mutual fund clients. The seven courses include:
Topics covered in this module:
Topics covered in this module:
Topics covered in this module:
Topics covered in this module:
Topics covered in this module:
Topics covered in this module:
Topics covered in this module:
Students must first complete the seven AMFA courses before enrolling in the AMFA Certification exam. The exam is 100 multiple choice questions with a 2-hour time limit. You can learn more about the exam on the AMFA Certification Exam page.
Each course consists of a series of modules (2 to 4 modules depending on the course) covering specialized mutual fund topics. The modules range in length from 5 to 10 hours. Each module concludes with an online test. Completion of that test earns the learner multi-jurisdictional CE credits. Students thus earn CE credits incrementally as they work their way through the program.
Completion of all online tests within a course earns the learner a course completion notice along with a micro-certificate which is represented to the student in the form of a digital badge. For example, learners who complete the Client Discovery course will receive a congratulatory note indicating they have earned a Micro-Certificate in Client Discovery which will allow them to share their verified CSI credential online on email signatures, digital resumes, websites, and social media channels.
In addition, learners who complete the Advanced Mutual Funds Advice courses and certification exam are also on the path to earning the Certificate in Financial Services Advice (CFSA), the Certificate in Advanced Financial Advice, and the Personal Financial Planner (PFP®) designation.