CSI will be performing maintenance on June 22nd from 7:00 PM to 12:00 AM EST. Exam scheduling will be unavailable. Existing exam bookings will not be impacted. Please do not submit support tickets for scheduling issues during this time.


Please note that seminars are confirmed at least 2 weeks prior to the start dates. Seminars that do not meet the minimum required headcount will be canceled. Please do not book any non-refundable travel arrangements until you receive an email confirming the session details.

Review the available session(s) below and press the Add to Cart button beside the session of your choice.

Important :

This course is not available for sale.

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Available schedules are uploaded sporadically, therefore please keep consulting the page for upcoming dates.

Instructor Bio
The seminar portion of Leveraging CRM to Enhance Client Relationships will be facilitated by Mr. Scott Falconer, a seasoned professional specializing in advisor training and coaching.

Over his 30 year career, Scott has designed and run leading-edge programs for over a thousand advisors and has personally coached advisors in both Canada and the United States. Advocating for industry transparency and integrity, these principles are consistently reflected in the programs he delivers.

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