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Enrol today and meet you career goals with the Canadian Securities Course (CSC®)
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Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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.
Explore continuing education courses and meet your requirements for CSI, IIROC, CSF and other professional associations or certifications.
Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
Solidify your understanding of the CSC® course content with live online sessions to write your exams with confidence!
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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.
Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.
Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI (FCSI®).
Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
Hear industry experts discuss the challenges students face upon completing post-secondary education & how to navigate a career in financial services.
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.
Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
Below is an alphabetized listing of previously offered CSI courses.