- 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.
At A Glance
CFSA: Preferred Credential for Personal Bankers
Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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.
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.
At A Glance
Meet CE Requirements Quickly and Easily
Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
At A Glance
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®
At A Glance
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
At A Glance
Credentials That Matter
Meet the highest standards of experience and education for financial professionals with CSI certificates, designations & fellowship.
At A Glance
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®).
At A Glance
PFP® – The Premier Credential for Financial Planners
Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
At A Glance
CIM® – The Recognized Credential for Investment Managers
Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
At A Glance
CIWM – The Leading Credential for Wealth Managers
Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
At A Glance
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
At A Glance
Firm Training Program
A training program for new registrants that reinforces core competencies and elevates job readiness.
- Insights
At A Glance
Webinars to Boost Financial Literacy
During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
At A Glance
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
At A Glance
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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What Continuing Education (CE) credits will you earn?
Client Discovery
| Assessing the Client's Financial Situation | |
| Accreditation | Credits |
|---|---|
| AIC - Life Insurance | 2 |
| CIRO-MF - Professional Development | 2 |
| CSF - Mutual Funds | 2 |
| FSRA - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| Getting to Know the Clients | |
| Accreditation | Credits |
| AIC - Life Insurance | 3 |
| CIRO-MF - Professional Development | 3 |
| CSF - Mutual Funds | 3 |
| FSRA - Life Insurance | 3 |
| ICS - Life Insurance | 3 |
| Understanding Behavioural Finance | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| CIRO-MF - Professional Development | 2 |
| CSF - Mutual Funds | 2 |
| FSRA - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
Tax Planning
| Tax Reduction Strategies | |
| Accreditation | Credits |
|---|---|
| AIC - Life Insurance | 3 |
| CSF - Mutual Funds | 3 |
| FSRA - Life Insurance | 3 |
| ICS - Life Insurance | 3 |
| Understanding Tax Returns | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| CSF - General Subjects | 1 |
| CSF - Mutual Funds | 1 |
| FSRA - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
Retirement Planning
| Employer-Sponsored Pension Funds | |
| Accreditation | Credits |
|---|---|
| AIC - Life Insurance | 3 |
| CIRO-MF - Professional Development | 3 |
| CSF - Mutual Funds | 3 |
| FSRA - Life Insurance | 3 |
| ICS - Life Insurance | 3 |
| Government Pension Programs | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| CIRO-MF - Professional Development | 2 |
| CSF - Mutual Funds | 2 |
| FSRA - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| Retirement Planning Process | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| CSF - Mutual Funds | 2 |
| FSRA - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| Retirement Savings Plans | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| CIRO-MF - Professional Development | 2 |
| CSF - Mutual Funds | 2 |
| FSRA - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
Estate Planning
| Estate Planning Strategies | |
| Accreditation | Credits |
|---|---|
| AIC - Life Insurance | 3 |
| CIRO-MF - Professional Development | 3 |
| CSF - Mutual Funds | 3 |
| FSRA - Life Insurance | 3 |
| ICS - Life Insurance | 2 |
| Personal Risk Management | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| CIRO-MF - Professional Development | 2 |
| CSF - Mutual Funds | 2 |
| FSRA - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| Planning to Pass on the Estate | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| CIRO-MF - Professional Development | 2 |
| CSF - General Subjects | 2 |
| FSRA - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| Wealth Transfer Plans and the Family | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| CIRO-MF - Professional Development | 3 |
| CSF - Mutual Funds | 3 |
| FSRA - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
Foundations of Investment Management
| Advanced Mutual Fund Selection | |
| Accreditation | Credits |
|---|---|
| AIC - Life Insurance | 2 |
| FSRA - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| Asset Allocation | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| CSF - Mutual Funds | 1 |
| FSRA - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| Introduction to Investment Management | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| FSRA - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| Overview of ETFs and Liquid Alts | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| FSRA - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
Retirement Planning Income and Products
| Final Quiz – Annuities and Guaranteed Minimum Withdrawal Benefit Plans | |
| Accreditation | Credits |
|---|---|
| AIC - Life Insurance | 2 |
| FSRA - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| Final Quiz – Income-Generating Investment Funds | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| CSF - Mutual Funds | 4 |
| FSRA - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| Final Quiz – Index-Linked GICs and Mortgage-Backed Securities | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| FSRA - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| Final Quiz – Portfolio Longevity in Retirement | |
| Accreditation | Credits |
| AIC - Life Insurance | 3 |
| FSRA - Life Insurance | 3 |
| ICS - Life Insurance | 3 |
Practice Management for Mutual Fund Representatives
| Adhering to Professional Sales Practice Standards | |
| Accreditation | Credits |
|---|---|
| CIRO-MF - Business Conduct - Other | 2 |
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 charts above may be subject to change.