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Enrol before May 31, 2024 and receive the CSC Check® product for free (valued at $195)
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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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Take the first step towards meeting your career goals.
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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 & 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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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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Gain valuable insights to navigate the rapidly evolving ESG and Sustainable Investing realm.
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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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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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”.
Not sure which continuing education course is right for you? Explore our CE finder tool.
Get StartedThis course is not available for sale.
Canada’s celebrated cultural diversity is one of the reasons newcomers move to Canada to establish new lives. These newcomers are a niche market for the financial services industry, and as with any specialized market, they have specific needs. To capitalize on this trend, financial advisors must begin customizing their approach to meet the financial and business needs of individual immigrant clients. That customization will improve communication, which is essential to relationship building – particularly with people eager to learn how business is done in a new country.
Understanding the Needs of New Immigrant Clients is a two-hour PD course that provides advisors with a new skill set to guarantee success. This course will help advisors establish a better rapport with new immigrant clients, allowing them to effectively address their specific business and financial needs, identify any barriers and solutions, and ultimately increase sales opportunities.
Understanding the Needs of New Immigrant Clients is designed for students at securities firms, banks, insurance companies, and trust firms. This includes CSRs, mortgage specialists, and financial advisors.