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- 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)
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- 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
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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
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Webinars to Boost Financial Literacy
During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
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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.
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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.
Dealing With High Net Worth Clients Program (DHNW)
What Continuing Education (CE) credits will you earn?
Dealing With Special High Net Worth Client Situations
| - Course Level Accreditation - | |
| Accreditation | Credits |
|---|---|
| CSF - Insurance of Persons | 10 |
| CSF - Mutual Funds | 10 |
| IQPF - SFPA | 15 |
| MFDA - Professional Development | 20 |
| Business Succession Planning | |
| Accreditation | Credits |
| AIC - Life Insurance | 4 |
| CFA Institute - CFA - PD | 4 |
| CFP - Financial Planning | 4 |
| CIM - CIM Professional development | 4 |
| CIWM - CIWM Professional development | 4 |
| ICBC - Life Insurance | 4 |
| ICM - Life Insurance | 4 |
| IIROC - Professional Development | 4 |
| MFDA - Professional Development | 4 |
| MTI - MTI | 4 |
| PFP - PFP Professional development | 4 |
| QAFP - Financial Planning | 4 |
| Executive Compensation | |
| Accreditation | Credits |
| CFA Institute - CFA - PD | 3 |
| CFP - Financial Planning | 3 |
| CIM - CIM Professional development | 3 |
| CIWM - CIWM Professional development | 3 |
| FSRA - Life Insurance | 3 |
| ICBC - Life Insurance | 3 |
| ICM - Life Insurance | 3 |
| ICS - Life Insurance | 3 |
| IIROC - Professional Development | 3 |
| MFDA - Professional Development | 3 |
| MTI - MTI | 3 |
| PFP - PFP Professional development | 3 |
| QAFP - Financial Planning | 3 |
| Financial Planning for Snowbirds | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 5 |
| AIC - Life Insurance | 4 |
| AMP - Mortgage | 5 |
| CFA Institute - CFA - PD | 5 |
| CFA Institute - CIPM | 5 |
| CFP - Financial Planning | 5 |
| CIM - CIM Professional development | 5 |
| CIWM - CIWM Professional development | 5 |
| FSRA - Life Insurance | 4 |
| ICBC - Life Insurance | 4 |
| ICS - Life Insurance | 4 |
| IIROC - Professional Development | 5 |
| MFDA - Professional Development | 5 |
| MTI - MTI | 5 |
| PFP - PFP Professional development | 5 |
| QAFP - Financial Planning | 5 |
| Identifying a Private Client's Corporate Banking Needs | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 3 |
| CFA Institute - CFA - PD | 3 |
| CFP - Practice Management | 3 |
| CIM - CIM Professional development | 3 |
| CIWM - CIWM Professional development | 3 |
| IIROC - Professional Development | 3 |
| MFDA - Professional Development | 3 |
| MTI - MTI | 3 |
| PFP - PFP Professional development | 3 |
| QAFP - Practice Management | 3 |
| International Taxation for Canadian Residents | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 4 |
| AIC - Life Insurance | 4 |
| CFA Institute - CFA - PD | 4 |
| CFP - Product Knowledge | 4 |
| CIM - CIM Professional development | 4 |
| CIWM - CIWM Professional development | 4 |
| FSRA - Life Insurance | 4 |
| ICBC - Life Insurance | 4 |
| ICS - Life Insurance | 4 |
| IIROC - Professional Development | 4 |
| MFDA - Professional Development | 4 |
| MTI - MTI | 4 |
| PFP - PFP Professional development | 4 |
| QAFP - Product Knowledge | 4 |
| Protecting a Client's Small Business | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 4 |
| AIC - Life Insurance | 4 |
| CFA Institute - CFA - PD | 4 |
| CFP - Financial Planning | 4 |
| CIM - CIM Professional development | 4 |
| CIWM - CIWM Professional development | 4 |
| FSRA - Life Insurance | 4 |
| ICBC - Life Insurance | 4 |
| ICM - Life Insurance | 4 |
| ICS - Life Insurance | 4 |
| IIROC - Professional Development | 4 |
| MFDA - Professional Development | 4 |
| MTI - MTI | 4 |
| PFP - PFP Professional development | 4 |
| QAFP - Financial Planning | 4 |
| Tax Planning for Small Businesses | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 1 |
| AIC - Life Insurance | 1 |
| CFA Institute - CFA - PD | 1 |
| CFP - Financial Planning | 1 |
| CIM - CIM Professional development | 1 |
| CIWM - CIWM Professional development | 1 |
| FSRA - Life Insurance | 1 |
| ICBC - Life Insurance | 1 |
| ICM - Life Insurance | 1 |
| ICS - Life Insurance | 1 |
| IIROC - Professional Development | 1 |
| MFDA - Professional Development | 1 |
| MTI - MTI | 1 |
| PFP - PFP Professional development | 1 |
| QAFP - Financial Planning | 1 |
Estate Planning For High Net Worth Clients
| - Course Level Accreditation - | |
| Accreditation | Credits |
|---|---|
| CSF - Insurance of Persons | 10 |
| CSF - Mutual Funds | 10 |
| IQPF - SFPA | 15 |
| MFDA - Professional Development | 20 |
| Final Test - Tax Planning for Wealth Transfer | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 3.5 |
| AIC - Life Insurance | 3.5 |
| CFA Institute - CFA - PD | 3.5 |
| CFP - Financial Planning | 3.5 |
| CIM - CIM Professional development | 3.5 |
| FSRA - Life Insurance | 3.5 |
| ICBC - Life Insurance | 3.5 |
| ICM - Life Insurance | 3.5 |
| ICS - Life Insurance | 3.5 |
| IIROC - Professional Development | 4.5 |
| MFDA - Professional Development | 4.5 |
| PFP - PFP Professional development | 3.5 |
| Final Test – Business Succession Planning | |
| Accreditation | Credits |
| CFA Institute - CFA - PD | 4 |
| CFP - Financial Planning | 4 |
| CIM - CIM Professional development | 4 |
| ICM - Life Insurance | 4 |
| IIROC - Professional Development | 4 |
| MFDA - Professional Development | 4 |
| MTI - MTI | 4 |
| PFP - PFP Professional development | 4 |
| QAFP - Financial Planning | 4 |
| Final Test – Creating Client Awareness of Wealth Transfer Issues | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 2 |
| AIC - Life Insurance | 2 |
| CFA Institute - CFA - PD | 2 |
| CFP - Financial Planning | 2 |
| CIM - CIM Professional development | 2 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2 |
| ICM - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| IIROC - Professional Development | 2 |
| MFDA - Professional Development | 2 |
| PFP - PFP Professional development | 2 |
| QAFP - Financial Planning | 2 |
| Final Test – Planned Charitable Giving for Estate Planning Purposes | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 2 |
| AIC - Life Insurance | 2 |
| CFA Institute - CFA - PD | 2 |
| CFP - Financial Planning | 2 |
| CIM - CIM Professional development | 2 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2 |
| ICM - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| IIROC - Professional Development | 2 |
| MFDA - Professional Development | 2 |
| PFP - PFP Professional development | 2 |
| QAFP - Financial Planning | 2 |
| Final Test – Preparing Clients for the Inevitable | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 2.5 |
| AIC - Life Insurance | 2.5 |
| CFA Institute - CFA - PD | 2.5 |
| CFP - Financial Planning | 2.5 |
| CIM - CIM Professional development | 2.5 |
| FSRA - Life Insurance | 2.5 |
| ICBC - Life Insurance | 2.5 |
| ICM - Life Insurance | 2.5 |
| ICS - Life Insurance | 2.5 |
| IIROC - Professional Development | 2.5 |
| PFP - PFP Professional development | 2.5 |
| QAFP - Financial Planning | 2.5 |
| Final Test – Trusts as an Estate Planning Tool | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 2.5 |
| AIC - Life Insurance | 2.5 |
| CFA Institute - CFA - PD | 2.5 |
| CFP - Financial Planning | 2.5 |
| CIM - CIM Professional development | 2.5 |
| FSRA - Life Insurance | 2.5 |
| ICBC - Life Insurance | 2.5 |
| ICM - Life Insurance | 2.5 |
| ICS - Life Insurance | 2.5 |
| IIROC - Professional Development | 2.5 |
| MFDA - Professional Development | 2.5 |
| PFP - PFP Professional development | 2.5 |
| QAFP - Financial Planning | 3.5 |
| QAFP - Financial Planning | 2.5 |
| Final Test – Wealth Transfer and the Family | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 2.5 |
| AIC - Life Insurance | 2.5 |
| CFA Institute - CFA - PD | 2.5 |
| CFP - Financial Planning | 2.5 |
| CIM - CIM Professional development | 2.5 |
| FSRA - Life Insurance | 2.5 |
| ICBC - Life Insurance | 2.5 |
| ICM - Life Insurance | 2.5 |
| ICS - Life Insurance | 2.5 |
| IIROC - Professional Development | 2.5 |
| MFDA - Professional Development | 2.5 |
| PFP - PFP Professional development | 2.5 |
| QAFP - Financial Planning | 2.5 |
Investment Strategies For High Net Worth Clients
| - Course Level Accreditation - | |
| Accreditation | Credits |
|---|---|
| CSF - General Subjects | 10 |
| CSF - Mutual Funds | 10 |
| IQPF - SFPA | 15 |
| MFDA - Professional Development | 20 |
| Alternative Assets and Private Equity | |
| Accreditation | Credits |
| CFA Institute - CFA - PD | 3 |
| CFP - Product Knowledge | 3 |
| CIM - CIM Professional development | 3 |
| IIROC - Professional Development | 3 |
| PFP - PFP Professional development | 3 |
| QAFP - Product Knowledge | 3 |
| Alternative Strategies: Hedge Funds and Liquid Alts | |
| Accreditation | Credits |
| CFA Institute - CFA - PD | 6 |
| CFA Institute - CIPM | 6 |
| CFP - Product Knowledge | 6 |
| CIM - CIM Professional development | 6 |
| CIWM - CIWM Professional development | 6 |
| FSRA - Life Insurance | 3 |
| ICBC - Life Insurance | 3 |
| ICM - Life Insurance | 3 |
| ICS - Life Insurance | 3 |
| IIROC - Professional Development | 6 |
| MTI - MTI | 6 |
| PFP - PFP Professional development | 6 |
| QAFP - Product Knowledge | 6 |
| Exempt Securities Market | |
| Accreditation | Credits |
| CFA Institute - CFA - PD | 1.5 |
| CFP - Product Knowledge | 1.5 |
| CIM - CIM Professional development | 1.5 |
| IIROC - Professional Development | 1.5 |
| MFDA - Professional Development | 1.5 |
| PFP - PFP Professional development | 1.5 |
| QAFP - Product Knowledge | 1.5 |
| Impediments to Wealth Accumulation | |
| Accreditation | Credits |
| AIC - Life Insurance | 2 |
| CFA Institute - CFA - PD | 2 |
| CFP - Product Knowledge | 2 |
| CIM - CIM Professional development | 2 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| IIROC - Professional Development | 2 |
| MFDA - Professional Development | 2 |
| PFP - PFP Professional development | 2 |
| QAFP - Product Knowledge | 2 |
| International Investing | |
| Accreditation | Credits |
| CFA Institute - CFA - PD | 1.25 |
| CFP - Product Knowledge | 1.25 |
| CIM - CIM Professional development | 1.25 |
| IIROC - Professional Development | 1.5 |
| MFDA - Professional Development | 1.5 |
| PFP - PFP Professional development | 1.25 |
| QAFP - Product Knowledge | 1.25 |
| Managing Your Client's Investment Risk | |
| Accreditation | Credits |
| CFA Institute - CFA - PD | 3.5 |
| CFP - Product Knowledge | 3.5 |
| CIM - CIM Professional development | 3.5 |
| IIROC - Professional Development | 3.5 |
| MFDA - Professional Development | 3.5 |
| PFP - PFP Professional development | 3.5 |
| QAFP - Product Knowledge | 3.5 |
| Portfolio Solutions | |
| Accreditation | Credits |
| CFA Institute - CFA - PD | 2.5 |
| CFP - Product Knowledge | 2.5 |
| CIM - CIM Professional development | 2.5 |
| IIROC - Professional Development | 2.5 |
| MFDA - Professional Development | 2.5 |
| PFP - PFP Professional development | 2.5 |
| QAFP - Product Knowledge | 2.5 |
Practice Management in High Net Worth Segment
| - Course Level Accreditation - | |
| Accreditation | Credits |
|---|---|
| CSF - General Subjects | 3 |
| CSF - Insurance of Persons | 3 |
| CSF - Mutual Funds | 4 |
| MFDA - Professional Development | 10 |
| Attracting Clients in the High Net Worth Market | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 2 |
| AIC - Life Insurance | 2 |
| CFA Institute - CFA - PD | 2 |
| CFP - Practice Management | 2 |
| CIM - CIM Professional development | 2 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2 |
| ICM - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| IIROC - Professional Development | 2 |
| MFDA - Professional Development | 2 |
| PFP - PFP Professional development | 2 |
| QAFP - Practice Management | 2 |
| Behavioural Finance | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 2 |
| AIC - Life Insurance | 2 |
| CFA Institute - CFA - PD | 2 |
| CFP - Practice Management | 2 |
| CIM - CIM Professional development | 2 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2 |
| ICM - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| IIROC - Professional Development | 2 |
| MFDA - Professional Development | 2 |
| PFP - PFP Professional development | 2 |
| QAFP - Practice Management | 2 |
| Dealing with Affluent Clients | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 1 |
| AIC - Life Insurance | 1 |
| CFA Institute - CFA - PD | 1 |
| CFP - Practice Management | 1 |
| CIM - CIM Professional development | 1 |
| FSRA - Life Insurance | 1 |
| ICBC - Life Insurance | 1 |
| ICM - Life Insurance | 1 |
| ICS - Life Insurance | 1 |
| IIROC - Professional Development | 1 |
| MFDA - Professional Development | 1 |
| PFP - PFP Professional development | 1 |
| QAFP - Practice Management | 1 |
| Dealing with Family Dynamics | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 1.5 |
| AIC - Life Insurance | 1.5 |
| CFA Institute - CFA - PD | 1.5 |
| CFP - Practice Management | 1.5 |
| CIM - CIM Professional development | 1.5 |
| FSRA - Life Insurance | 1.5 |
| ICBC - Life Insurance | 1.5 |
| ICM - Life Insurance | 1.5 |
| ICS - Life Insurance | 1.5 |
| IIROC - Professional Development | 1.5 |
| MFDA - Professional Development | 1.5 |
| PFP - PFP Professional development | 1.5 |
| QAFP - Practice Management | 1.5 |
| Evaluating Client Profitability | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 0.5 |
| AIC - Life Insurance | 0.5 |
| CFA Institute - CFA - PD | 0.5 |
| CFP - Practice Management | 0.5 |
| CIM - CIM Professional development | 0.5 |
| FSRA - Life Insurance | 0.5 |
| ICBC - Life Insurance | 0.5 |
| ICM - Life Insurance | 0.5 |
| ICS - Life Insurance | 0.5 |
| IIROC - Professional Development | 0.5 |
| MFDA - Professional Development | 0.5 |
| PFP - PFP Professional development | 0.5 |
| QAFP - Practice Management | 0.5 |
| Final Test - Succession Planning for Advisors | |
| Accreditation | Credits |
| CIM - CIM Professional development | 1 |
| CIWM - CIWM Professional development | 1 |
| IIROC - Professional Development | 1 |
| PFP - PFP Professional development | 1 |
| Leveraging Professional Relationships | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 0.5 |
| AIC - Life Insurance | 0.5 |
| CFP - Practice Management | 0.5 |
| CIM - CIM Professional development | 0.5 |
| FSRA - Life Insurance | 0.5 |
| ICBC - Life Insurance | 0.5 |
| ICM - Life Insurance | 0.5 |
| ICS - Life Insurance | 0.5 |
| IIROC - Professional Development | 0.5 |
| MFDA - Professional Development | 0.5 |
| PFP - PFP Professional development | 0.5 |
| QAFP - Practice Management | 0.5 |
| Life Stages and Transitions | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 1 |
| AIC - Life Insurance | 1 |
| CFA Institute - CFA - PD | 1 |
| CFP - Practice Management | 1 |
| CIM - CIM Professional development | 1 |
| FSRA - Life Insurance | 1 |
| ICBC - Life Insurance | 1 |
| ICM - Life Insurance | 1 |
| ICS - Life Insurance | 1 |
| IIROC - Professional Development | 1 |
| MFDA - Professional Development | 1 |
| PFP - PFP Professional development | 1 |
| QAFP - Practice Management | 1 |
| Objectives Based Approach to Client Discovery | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 1.5 |
| AIC - Life Insurance | 1.5 |
| CFA Institute - CFA - PD | 1.5 |
| CFP - Practice Management | 1.5 |
| CIM - CIM Professional development | 1.5 |
| FSRA - Life Insurance | 1.5 |
| ICBC - Life Insurance | 1.5 |
| ICM - Life Insurance | 1.5 |
| ICS - Life Insurance | 1.5 |
| IIROC - Professional Development | 1.5 |
| MFDA - Professional Development | 1.5 |
| PFP - PFP Professional development | 1.5 |
| QAFP - Practice Management | 1.5 |
Retirement Planning For High Net Worth Clients
| - Course Level Accreditation - | |
| Accreditation | Credits |
|---|---|
| CSF - Insurance of Persons | 10 |
| CSF - Mutual Funds | 10 |
| IQPF - SFPA | 15 |
| MFDA - Professional Development | 20 |