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- Financial Planning Integration Course (FPIC)
- Applied Financial Planning Certification Exam (AFP)
- CIWM Certification Examination
- Life Licence Qualification Program Insurance Course (LLQP)
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At A Glance
Certificate in Quantitative Finance (CQF)
A globally recognized program for professionals advancing into quantitative finance, risk, and derivatives.
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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, CIRO, 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 & Administration
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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.
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Credentials That Matter
Meet the highest standards of experience and 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®.
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Firm Training Program
A training program for new registrants that reinforces core competencies and elevates job readiness.
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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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CSI & Fitch Learning: Shaping the Future of Financial Learning Together
The CSI brand will continue, as will its stewardship of the industry’s renowned certifications and designations.
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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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What will you learn about?
Through this course, you will learn about:
- Financial planning processes and practices
- Concepts of behavioural finance
- Aspects of business and family law
- Legal aspects of residential mortgages and other mortgage considerations
- The role of insurance products in risk management
- Financial planning for snowbirds
What is the course syllabus?
Chapter 1 - Financial Planning Process
Topics covered in this chapter are:
- The Financial Planning Business Today
- The Personal Financial Planning Process
Chapter 2 - Financial Planning Practice
Topics covered in this chapter are:
- Integrating Financial Planning into your Business
- Methods of Compensation
- Comprehensive Versus Modular Planning
- Client Segmentation and Financial Planning
- Reprofiling and Rediscovering Client Relationships by Segment
- Rebranding and Repositioning the Advisor’s Offer
Chapter 3 - Behavioural Finance
Topics covered in this chapter are:
- What Is Behavioural Finance?
- The Relevance of Behavioural Finance to the Wealth Advisor
- Risk Tolerance Questionnaires and Their Limitation
- What Are Investor Biases?
- What Are Investor Personality Types?
- Diagnosing Biases when Structuring an Asset Allocation Program
Chapter 4 - Fundamentals of Contract Law
Topics covered in this chapter are:
- Contracts
- Agency
Chapter 5 - Business Entities and Business-Related Regulation
Topics covered in this chapter are:
- Business Structures
- Fiduciary Duty
- Tort Law and Professional Liability
- Consumer Protection in Canada
- Bankruptcy Law in Canada
- Cost of Credit
Chapter 6 - Family Law
Topics covered in this chapter are:
- Fundamental Aspects of Family Law
- Financial Issues in Family Law
- Property Issues on Relationship Breakdown
- Domestic Contracts
- Impact of Divorce on a Client’s Financial Plan
Chapter 7 - Residential Mortgages: Legal Aspects and Other Considerations
Topics covered in this chapter are:
- Legal Considerations
- The Mortgage Qualification Process
- Refinancing
- First Home Savings Accounts
Chapter 8 - Risk Management and Life Insurance Planning
Topics covered in this chapter are:
- Insurance Industry Regulation
- Risk Management
- Dealing with Risk
- Law and the Insurance Contract
- Legal Liability
- Assuris Basic
- Principle of Insurance
- Life Insurance Needs Analysis
Chapter 9 - Life Insurance Products, Features and Taxation
Topics covered in this chapter are:
- Types of Life Insurance
- Dividend Options
- Policy Provisions
- Insurance Policy Riders
- Underwriting Life Insurance
- Distribution Channels
- Tax System and Insurance Products
- Taxation of Life Insurance
Chapter 10 - Managing Risk by Using Disability Insurance
Topics covered in this chapter are:
- Disability and Morbidity
- Designing the Property Type of Disability Plan
- Definition of Disability
- Underwriting for Disability
- Common Disability Benefit Provisions
- Disability Needs Analysis
- Government-Sponsored Disability Benefit Programs
- Life and Disability Insurance: Business and Personal Applications
Chapter 11 - Managing Risk by Using Other Types of Insurance
Topics covered in this chapter are:
- Critical Illness Insurance
- Long-Term Care Insurance
- Provincial Medical Insurance
- Extended Health Insurance Plans
- Travel Insurance
- Private Health Services Plans
- Group Life and Health Insurance
- Creditor Insurance
- General Insurance
- Title Insurance
- Selecting Representatives and Companies
Chapter 12 - Financial Planning for Snowbirds
Topics covered in this chapter are:
- U.S. Income Tax Rules for the Canadian Snowbird
- Purchasing Real Property in the United States
- Taxation of U.S. Investments
- Public Retirement Income System as it Relates to Snowbirds
- Estate Planning for Snowbirds
- Risk Management Issues
- Options Available for Permanent U.S. Residency
How will you learn?
CSI’s online learning system helps you meet your study goals. You’ll benefit from:
- Textbook readings available in PDF, e-book, and print format
- Course materials accessed through your computer, laptop, tablet, or phone, or by downloading the e-book for offline reading
- Learning objectives that keep you focused
- Course updates to ensure that the learning material reflects the most current rules and best practices
- Online activities that include review questions for each chapter and section quizzes to help you assess your progress
- Online discussion and assistance from CSI’s academic support specialists
- Online integration activity designed to develop your ability to integrate financial planning concepts and to increase your comprehension of the expectations related to preparing a financial plan
Course Completion
Upon successfully completing this course, you will be able to download a Notice of Course Completion available through your student profile. This will remain on your profile as formal confirmation of course completion. Please note that a certificate will not be issued upon completion of this course.