CSI will be performing system maintenance on Saturday May 11th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.


Ensuring clients’ financial independence and security in retirement is a central function of financial planning. Understanding the best products and strategies for your individual client needs, helps you to give expert advice to your clients and helps them meet their future financial needs. In today’s complicated world of family dynamics, your knowledge must be current to assist your clients in making the best decisions for them and their loved ones. This course adopts an in-depth approach to insurance, retirement and estate planning so you can fulfill this vital responsibility.

Who should enrol?

You should enrol in the Insurance and Retirement course if you

  • Are a client contact professionals who wish to acquire knowledge in the domains of insurance, estate planning and retirement planning to complement their current roles or for professionals working towards financial planning credentials
  • Have experience in the financial services field, looking to further advance your career in financial planning by pursuing the Quebec financial planning designation, Fin.Pl

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