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- Certificate in Financial Services Advice (CFSA)
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- Certificate in Small Business Banking (CSBB)
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- Certificate in Investment Dealer Compliance (CIDC)
- Certificate in Derivatives Market Strategies (CDMS)
- Certificate in Retirement Strategy (CRS)
- Certificate in Estate Planning & Trust Strategy (CETS)
- Certificate in Commercial Credit (CICC)
- Certificate in Personal Banking (CPB)
- Certificate In Bank Management (CBM)
- Micro-Certificate in Alternative Investments (MCAI)
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- Fellow of CSI (FCSI®)
- Personal Financial Planner (PFP®)
- Chartered Investment Manager (CIM®)
- Certified International Wealth Manager (CIWM)
- Designated Financial Services Advisor (DFSA™)
- Estate & Trust Professional (MTI®)
- CSI Path to Certified Financial Planner (CFP®)
- CSI Path to Qualified Associate Financial Planner (QAFP™)
- CSI Path to Financial Planning Program – Quebec (IQPF)
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- Personal Financial Services Advice (PFSA)
- Financial Planning I (FP I)
- Financial Planning II (FP II)
- 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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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
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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.
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Canadian Securities Course CSC®
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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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Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
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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®.
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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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PFP® Approved Under FSRA Title Regulation
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”.
Hours of study: 110 – 160 Hours
Enrolment Period: 1 Year
What is the WME-IM exam weighting?
| Exam One Topics | Weightings |
|---|---|
|
Exam one is a shortened exam which excludes questions related to “Investment Management” for which candidates have already demonstrated competency. |
|
| Getting to Know the Client and Assessing their Financial Situation | 23% |
| Family Law, Risk Management and Tax Planning | 32% |
| Retirement Planning | 30% |
| Estate Planning | 15% |
| Exam Two Topics | Weightings |
|---|---|
|
Exam two covers material from the entire Wealth Management Essentials course and focuses on the integration and application of concepts. |
|
| Getting to Know the Client and Assessing their Financial Situation | 22% |
| Family Law, Risk Management and Tax Planning | 14% |
| Retirement Planning | 16% |
| Estate Planning | 8% |
| Investment Management and Asset Allocation | 12% |
| Equity and Debt Securities | 14% |
| Managed Products | 14% |
What is the WME-IM exam structure?
| Structure | Information |
|---|---|
| Exams | 2 |
| Exam Format | Exam 1: Proctored (remote or in-person at a test centre) Exam 2: Proctored (remote or in-person at a test centre) |
| Exam Duration | Exam 1: 1.5 Hours Exam 2: 3 Hours |
| Question Format | Exam 1: Multiple-choice Exam 2: Multiple cases with multiple-choice questions |
| Questions Per Exam | Exam 1: 50 Questions Exam 2: 50 Questions |
| Attempts Allowed Per Exam | 3 |
| Passing Grade | Exam 1: 60% Exam 2: 60% |
| Assignments | None |
What Continuing Education (CE) credits will you earn?
| Accreditation | Credits |
|---|---|
| CFP Financial Planning | 30 |
| ADVOCIS Structured Learning CEEXAM 1 | 45 |
| ADVOCIS Structured Learning CEEXAM 2 | 45 |
| FSRA Life Insurance | 30 |
| ICS Life Insurance | 30 |
| ICM Life Insurance | 10 |
| ICBC Life Insurance | 30 |
| MTI | 30 |
| PFP Professional development | 30 |
| CIM Professional development | 30 |
| AMP Mortgage | 24 |
| CSF Compliance | 5 |
| CSF Mutual Funds | 10 |
| QAFP Financial Planning | 30 |
| AIC Life Insurance | 30 |
| IQPF SFPA | 15 |
| IQPF SC | 5 |
| CIRO-ID Professional Development | 20 |
| CIRO-MF Professional Development | 20 |
View CE credits for all CSI courses and all associations.
While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the chart may be subject to change.