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Get CSC® Study Tools worth $205 FREE until November 30
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Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
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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 different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Take the first step towards meeting your career goals.
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Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
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Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.
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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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Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
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Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
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Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
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Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
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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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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Estates holding unique assets can test the business and legal acumen of an estate and trust professional. Whether an estate holds an operating business, a farm, foreign assets or artwork, the learning curve may be high for even the most seasoned professional. As such they must understand the rules for trustee investments, estate management, and the responsibilities of executors and trustees where assets include a business.
The ETM course provides professionals in estates and trusts with the skills to handle diverse clients with complex holdings. This is also one of the required courses for the MTI® Estate and Trust Professional designation.
Estate and Trust Administration provides comprehensive information about estate administration and trust management, and it describes in-depth the role and responsibilities of the people who provide these services. This course will help you:
The ETM course is designed for estate and trust professionals. Tax officers, estate planners, financial planners and wealth managers may also find this course useful in providing them with information on asset management services available to clients. This course can also be tailored for corporate training purposes.