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- Partners, Directors and Senior Officers Course (PDO)
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- Chief Financial Officers Qualifying Examination (CFO)
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- Certificate in Financial Services Advice (CFSA)
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- Fellow of CSI (FCSI®)
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- Personal Financial Services Advice (PFSA)
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- Financial Planning Supplement (FPSU)
- Investment Advisors Training Program (IATP)
- 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.
- Credentials
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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®.
- Corporate Solutions
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Firm Training Program
A training program for new registrants that reinforces core competencies and elevates job readiness.
- Insights
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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.
- About
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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?
The LLQP Insurance Courses cover the curriculum prescribed by the Canadian Council of Insurance Regulators in a comprehensive yet concise manner. You’ll gain comprehensive knowledge of the insurance industry, products, and business.
The LLQP comprises four competencies:
- Develop an ethical professional practice in compliance with the rules governing the life insurance sector and insurance of persons sector (including group insurance of persons).
- Recommend individual and group life insurance products adapted to the client’s needs and situation.
- Recommend individual and group accident and sickness insurance products adapted to the client’s needs and situation.
- Recommend segregated funds, individual annuities, and group pension plans adapted to the client’s needs and situation.
We provide in-depth coverage of the required knowledge for these competencies in the following modules:
- Life Insurance
- Accident and Sickness Insurance
- Segregated Funds and Annuities
- Ethics and Professional Practice (Common Law, Civil Code, or both)
- Life Insurance Taxation Principles (Optional Module)
(This content is not examinable but will help you acquire a thorough understanding of life insurance taxation and related strategies.)
What is the course syllabus?
Ethics and Professional Practice (Common Law)
This module is a component of the exam preparation tool for future representatives registered in the Life Licence Qualification Program (LLQP). It is presented in conjunction with the Ethics and Professional Practice manual, which forms part of the LLQP Curriculum, and is provided to support your study of that manual.
This module contains four chapters:
- Legal Framework Governing Insurance
- Insurance Policy Provisions
- Life Insurance, Accident and Sickness Insurance and Annuity Claims—Payment of Proceeds
- Rules and Principles Governing the Activities of Life Insurance Agents and Accident and Sickness Insurance Agents
Ethics and Professional Practice (Quebec Civil Code)
This module is a component of the exam preparation tool for future representatives registered in the Life Licence Qualification Program (LLQP). It is presented in conjunction with the Ethics and Professional Practice (Québec) manual, which forms part of the LLQP Curriculum, and is provided to support your study of that manual.
This module contains four chapters:
- Sources of Law Governing Insurance of Persons
- Legal Aspects of Insurance of Persons and Group Insurance of Persons Contracts
- Individual and Group Annuity Contracts (Including Supplemental Pension Plans)
- Rules Relating to the Activities of Representatives
Life Insurance
This module is a component of the exam preparation tool for future representatives registered in the Life Licence Qualification Program (LLQP). It is presented in conjunction with the Life Insurance manual, which forms part of the LLQP Curriculum, and is provided to support your study of that manual.
This module contains 12 chapters:
- Introduction to Life Insurance Module
- Term Life Insurance
- Whole Life and Term-100 Insurance
- Universal Life Insurance
- Riders and Supplementary Benefits
- Group Life Insurance
- Taxation of Life Insurance and Tax Strategies
- Business Life Insurance
- Application and Underwriting
- Assessing the Client’s Situation
- Recommending an Insurance Policy
- Ongoing Service
Accident and Sickness Insurance
This module is a component of the exam preparation tool for future representatives registered in the Life Licence Qualification Program (LLQP). It is presented in conjunction with the Accident and Sickness Insurance manual, which forms part of the LLQP Curriculum, and is provided to support your study of that manual.
This module contains eight chapters:
- Financial Protection Provided by Accident and Sickness Insurance
- Insurance to Protect Income
- Insurance to Protect Assets
- Insurance to Protect Savings
- Insurance to Protect Businesses
- Client Profile
- Insurance Recommendation, Contract, and Service Needs
- Group Plan Specifics
Segregated Funds and Annuities
This module is a component of the exam preparation tool for future representatives registered in the Life Licence Qualification Program (LLQP). It is presented in conjunction with the Segregated Funds and Annuities manual, which forms part of the LLQP Curriculum, and is provided to support your study of that manual.
This module contains eight chapters:
- Investment and Savings
- Segregated Funds
- Annuities
- Investor Profile
- Segregated Fund and Annuity Recommendation
- Segregated Fund Contracts
- Annuity Contracts
- Group Retirement and Investment Plans
Bonus Module - Life Insurance Taxation Principles
This module is a component of the exam preparation tool for future representatives registered in the Life Licence Qualification Program (LLQP). It is presented in conjunction with the Life Insurance Taxation Principles manual, which forms part of the LLQP Curriculum, and is provided to support your study of that manual.
This module contains four chapters:
- Taxation Framework
- Investment Income
- Taxation and Insurance
- Tax Strategies Using Life Insurance
How will you learn?
The LLQP is a modular course with an end-of-module test for each module and a final exam covering all course material. The course was designed to reflect the content and examination requirements set out within the provincial regulators’ curriculum document.
To continuously improve the licensing examination, the provincial insurance regulators have advised that they will include a small number of pilot questions on each examination. The time allotted for the examination takes these questions into consideration. Note that the calculation of your final mark will not include your score on the pilot questions.
Note: The Harmonized LLQP exam is an open-book exam. During exam sessions, candidates have access to the standardized exam preparation material on an electronic tablet.
- For Exam Bookings (Except Alberta, British Columbia, Manitoba and Quebec) please visit the Durham College website.
- For Exam Bookings for Alberta, British Columbia, Manitoba and Quebec please click on your province.
Course Completion
Upon successful completion of all modules plus the final exam, you will be able to download a Notice of Course Completion through your student profile. This notice 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 your course. 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.