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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.
Effective January 28, 2021, Mutual Fund Representatives and those supervising them across Canada (as per regulatory blanket orders for each province with the exception of Newfoundland and Labrador) will be able to satisfy the proficiency requirements for dealing or supervising in Alternative Mutual Funds (aka Liquid Alts) by completion of CSI’s Hedge Funds and Liquid Alternative for Mutual Fund Representative Course.
Alternative Mutual Funds, relative to regular mutual funds, are allowed greater use of leverage and increased flexibility to short-sell and use derivatives (among other things). Unlike Hedge Funds, they can be sold to retail investors. The Hedge Funds and Liquid Alternatives For Mutual Fund Representatives course is designed to provide learners with the features, benefits, and risks of alternative strategies. The course will also cover the differences between the two main structures within which to access these strategies: Exempt Market Alternative Funds (i.e. Hedge Funds) and Alternative Mutual Funds. This course has been designed for licensed Mutual Fund Representatives to meet CIRO proficiency standards. This course also has multi-jurisdictional CE accreditations for professional development.
This online course is designed for licensed Mutual Fund Representatives who are planning on dealing in Alternative Mutual Funds with retail clients. It is also recommended for supervisors of all sales staff selling this investment product. As the course has multi-jurisdictional continuing education accreditation it will also be of interest to those seeking CE credits.