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- Personal Financial Services Advice (PFSA)
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- Applied Financial Planning Certification Exam (AFP)
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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.
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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.
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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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About
Split share corporations issue these structured products to meet the investment needs of both conservative and more aggressive investors. Split shares can be a valuable addition to a portfolio, but not everyone understands them.
In this course, you will learn the main features, benefits, and risks of split shares for investors. When you have completed the course, you will be able to assess the suitability of these products for your clients’ portfolios so that you can recommend them for inclusion where appropriate.
Who should enrol?
- Investment advisors subject to CE requirements for professional development
- Financial planners subject to CE requirements for professional development
- Wealth managers subject to CE requirements for professional development
- Anyone wanting to further their knowledge of split shares
What will you learn about?
In this course, you will learn about the features of split shares and the benefits and risks to consider when deciding to invest in them.