At A Glance
A globally recognized program for professionals advancing into quantitative finance, risk, and derivatives.
At A Glance
Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
At A Glance
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
At A Glance
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
At A Glance
Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
At A Glance
Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
At A Glance
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
At A Glance
At A Glance
Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
At A Glance
Meet the highest standards of experience and education for financial professionals with CSI certificates, designations & fellowship.
At A Glance
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
Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
At A Glance
Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
At A Glance
Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
At A Glance
At A Glance
Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
At A Glance
A training program for new registrants that reinforces core competencies and elevates job readiness.
At A Glance
During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
At A Glance
CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
At A Glance
The CSI brand will continue, as will its stewardship of the industry’s renowned certifications and designations.
At A Glance
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Some users may be experiencing difficulties accessing the platform due to a recent authentication update. Our teams are actively investigating this issue as a top priority, and we are committed to restoring full service as quickly as possible. Thank you for your patience and understanding.
Home > Learning > Courses > Behavioural Economics for Financial Advisors (BEFA) > BEFA Curriculum
In this audio module, students will learn about behavioral economics, and how this applies to investment behavior and financial decision making.
In this audio module, you will gain a deeper understanding of the psychology that influences financial decisions, and the impact of key biases and heuristics on those decisions.
Risk perception is shaped by many factors. In this audio module, we will explore how there is often a gap between our assessment of risk and reality, and how this impacts financial decisions.
Our expectations for our future, and our memories of the past influence our choices in predictable ways. In this audio module, you will learn about how we can overcome the biases that impact our perception of time.
Even when we have the necessary information and an action plan, we do not always follow through. In this audio module, you will learn ways to present information and create strategies to help clients achieve their financial goals.
Review the overarching principles that guide behaviour. In this audio module, you will explore how the interventions we have covered so far can be combined in practical ways.