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A globally recognized program for professionals advancing into quantitative finance, risk, and derivatives.
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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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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 and 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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A training program for new registrants that reinforces core competencies and elevates job readiness.
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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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The CSI brand will continue, as will its stewardship of the industry’s renowned certifications and designations.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
As part of our continous efforts to provide a stable and secure learning environment, we are performing system maintenance on Saturday June 20 from 8 a.m. ET to 12 p.m. ET. During this period, you will not have access to your myCSI student account.
Home > Learning > Courses > Insurance Ethics And Professional Practice Module (IEPP) > IEPP Curriculum
The Insurance Ethics and Professional Practice module covers the curriculum prescribed by the Canadian Council of Insurance Regulators in a comprehensive yet concise manner. You’ll gain a comprehensive knowledge of ethical and professional practice issues within the insurance industry.
This top-up module has an online examination. It has been designed to reflect the content and examination requirements set out within the provincial regulators’ curriculum document.
Note: The provincial examination will be an open book format and all candidates will be provided with an electronic copy of the module at the exam centre.
You will learn about:
Note: All students are required to register on the regulator’s national registry (CIPR) upon enrolment into this course. You will not be able to access course material until your CIPR registration has been completed.
Step-by-step instructions can be found on our learning platform once you have registered for the course. Once you complete all required steps, CSI will be notified that you have successfully registered into CIPR, we will then release your course material. Please note materials will be released the same or next business day.
Once you successfully complete all required modules, CSI will update CIPR, showing your eligibility to challenge the provincial exam. CIPR will be updated the next business day after your successful completion of all required modules. We suggest you do not register for your provincial exam until this has been completed.
On successful completion of all modules, you will be able to download a Notice of Course Completion through your student profile. This will remain on your profile as a formal indication of course completion.
CSI will enter your results into CIPR (the insurance regulator’s national registry of individuals that confirms final examination results) the next business day after you have successfully completed all required modules). Once your successful results are entered into CIPR you may apply with your provincial regulator to write the appropriate examination(s). Students will be provided with details on how to register with CIPR upon enrolment.