- Learning
- Certificate in Financial Services Advice (CFSA)
- Certificate in Advanced Financial Advice (CAFA)
- Certificate in Advanced Investment Advice (CAIA)
- Certificate in Small Business Banking (CSBB)
- 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 Commercial Credit (CICC)
- Certificate in Fixed Income Trading and Sales (CFIT)
- Certificate in Equity Trading and Sales (CEQT)
- Certificate in Personal Banking (CPB)
- Certificate In Bank Management (CBM)
- Micro-Certificate in Alternative Investments (MCAI)
- 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 (IQPF)
- 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
Featured Product
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, IIROC, 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.
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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.
- Exams & Support
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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 & 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®.
- Platforms
Featured Product
Webinars to Boost Financial Literacy
During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
Featured Product
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.
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Find Qualified Candidates Faster
Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
- About
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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.
Featured Product
PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Advanced Mutual Funds Advice (AMFA) Program
What Continuing Education (CE) credits will you earn?
Client Discovery
| Assessing the Client's Financial Situation | |
| Accreditation | Credits |
|---|---|
| AIC - Life Insurance | 2 |
| CSF - Mutual Funds | 2 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2 |
| ICM - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| MFDA - Professional Development | 2 |
| Getting to Know the Clients | |
| Accreditation | Credits |
| AIC - Life Insurance | 3 |
| CSF - Mutual Funds | 3 |
| FSRA - Life Insurance | 3 |
| ICBC - Life Insurance | 3 |
| ICM - Life Insurance | 3 |
| ICS - Life Insurance | 3 |
| MFDA - Professional Development | 3 |
| Understanding Behavioural Finance | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| CSF - Mutual Funds | 2 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2 |
| ICM - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| MFDA - Professional Development | 2 |
Tax Planning
| Tax Reduction Strategies | |
| Accreditation | Credits |
|---|---|
| AIC - Life Insurance | 3 |
| CSF - Mutual Funds | 3 |
| FSRA - Life Insurance | 3 |
| ICBC - Life Insurance | 3 |
| ICM - Life Insurance | 3 |
| ICS - Life Insurance | 3 |
| MFDA - Professional Development | 3 |
| Understanding Tax Return | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| CSF - General Subjects | 1 |
| CSF - Mutual Funds | 1 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2 |
| ICM - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| MFDA - Professional Development | 2 |
Retirement Planning
| Employer-Sponsored Pension Funds | |
| Accreditation | Credits |
|---|---|
| AIC - Life Insurance | 3 |
| CSF - Mutual Funds | 3 |
| FSRA - Life Insurance | 3 |
| ICBC - Life Insurance | 3 |
| ICM - Life Insurance | 3 |
| ICS - Life Insurance | 3 |
| MFDA - Professional Development | 3 |
| Government Pension Programs | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| CSF - Mutual Funds | 2 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2.5 |
| ICM - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| MFDA - Professional Development | 2 |
| Retirement Planning Process | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| CSF - Mutual Funds | 2 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2 |
| ICM - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| MFDA - Professional Development | 2 |
| Retirement Savings Plans | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| CSF - Mutual Funds | 2 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2 |
| ICM - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| MFDA - Professional Development | 2 |
Estate Planning
| Estate Planning Strategies | |
| Accreditation | Credits |
|---|---|
| AIC - Life Insurance | 3 |
| CSF - Mutual Funds | 3 |
| FSRA - Life Insurance | 3 |
| ICBC - Life Insurance | 2 |
| ICM - Life Insurance | 3 |
| ICS - Life Insurance | 2 |
| Personal Risk Management | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| CSF - Mutual Funds | 2 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2 |
| ICM - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| Planning to Pass on the Estate | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| CSF - General Subjects | 2 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2 |
| ICM - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| Wealth Transfer Plans and the Family | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| CSF - Mutual Funds | 3 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2 |
| ICM - Life Insurance | 3 |
| ICS - Life Insurance | 2 |
Foundations of Investment Management
| Advanced Mutual Fund Selection | |
| Accreditation | Credits |
|---|---|
| AIC - Life Insurance | 2 |
| CSF - Mutual Funds | 2 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2 |
| ICM - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| MFDA - Professional Development | 2 |
| Asset Allocation | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| CSF - Mutual Funds | 2 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2 |
| ICM - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| MFDA - Professional Development | 2 |
| Introduction to Invesment Management | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| CSF - Mutual Funds | 2 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2 |
| ICM - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| MFDA - Professional Development | 2 |
| Overview of ETFs and Liquid Alts | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| CSF - Mutual Funds | 2 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2 |
| ICM - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| MFDA - Professional Development | 2 |
Retirement Planning Income and Products
| Final Quiz – Annuities and Guaranteed Minimum Withdrawal Benefit Plans | |
| Accreditation | Credits |
|---|---|
| AIC - Life Insurance | 2 |
| CSF - Mutual Funds | 2 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| MFDA - Professional Development | 2 |
| Final Quiz – Income-Generating Investment Funds | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| CSF - Mutual Funds | 2 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| MFDA - Professional Development | 2 |
| Final Quiz – Index-Linked GICs and Mortgage-Backed Securities | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| CSF - Mutual Funds | 2 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| MFDA - Professional Development | 2 |
| Final Quiz – Portfolio Longevity in Retirement | |
| Accreditation | Credits |
| AIC - Life Insurance | 3 |
| CSF - Mutual Funds | 3 |
| FSRA - Life Insurance | 3 |
| ICBC - Life Insurance | 3 |
| ICS - Life Insurance | 3 |
| MFDA - Professional Development | 2 |
Practice Management for Mutual Fund Representatives
| Adhering to Professional Sales Practice Standards | |
| Accreditation | Credits |
|---|---|
| CSF - Compliance | 2 |
| Developing Your Mutual Fund Business | |
| Accreditation | Credits |
| CSF - General Subjects | 2 |
| Managing Your Mutual Fund Business | |
| Accreditation | Credits |
| CSF - General Subjects | 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.