CSI will be performing maintenance on June 22nd from 7:00 PM to 12:00 AM EST. Exam scheduling will be unavailable. Existing exam bookings will not be impacted. Please do not submit support tickets for scheduling issues during this time.

Coming Next

Registration for webinars closes at 11:59 pm one day prior to the date of the webinar.

Stay tuned.

On-Demand Webinars

Thursday Apr 25, 2024 | 12:00 pm EST

Decoding Sustainable Investing: Strategies for the Canadian Market

  • Olaf Weber

    CIBC Chair in Sustainable Finance, Schulich School of Business, York University
  • Nalini Feuilloley

    Head of Responsible Investment, BMO Global Asset Management
Thursday Mar 28, 2024 | 12:00 pm

CSI Spotlight with Maryheth Cabrera: Investing in Inclusion

  • Maryheth Cabrera

    Co-founder and COO, Woveo
  • Marie Muldowney

    Managing Director, CSI
Thursday Mar 14, 2024 | 12:00 pm EST

A Career in Banking: Your Roadmap to Success

  • Ryan Laverty, CFP®, FCSI®, CIWM, CIM®, MBA

    Professor, School of Accounting and Financial Services at Seneca College
  • Rija Choudhry

    Manager of Early Talent Programs at RBC
Thursday Jan 25, 2024 | 12:00 pm EST

Catalyzing Success: Guiding Clients During RRSP Season & Beyond

  • Jacqueline Power

    Assistant Vice President, Tax & Estate Planning, Mackenzie Investments
  • Joshua Wong

    Investment Sales Manager, HSBC Global Asset Management
Wednesday Nov 22, 2023 | 12:00 pm EST

The Changing Tide: Empowering Women in Financial Services

  • Neela White

    Neela White, FCSI®, CIM®, CIWM®, CPCA®, EPC, CEA®, CDCP

    Senior Portfolio Manager, Raymond James Ltd.
  • Tiffany Harding, CFP®, TEP, FEA, CLU®, CIWM, FCSI®

    AVP, Head of Professional Wealth & Insurance Advisory Services, Manulife
Wednesday Nov 15, 2023 | 12:00 pm EST

Securing Your Legacy: Succession Planning for Small Businesses

  • Tammy Buss, CLU, CH.F.C, CFP®

    Family Business Advisor, BlueRoots Inc & Certified Financial Planner, Desjardins Financial Security Investments Inc.
Wednesday Nov 8, 2023 | 12:00 pm EST

DE&I in Financial Services: Connecting Advisor & Client Success

  • Jeffrey Allain, MBA, PFP®, FCSI®

    Senior Manager, Role Design & Execution, RBC
  • Manoj Khandavelli, CFP®, CIWM, FCSI®

    Private Client Market Lead - Atlantic Region, HSBC Private Client Services
  • Farah Kamal, FCSI®

    Co-founder, Trade Lifecycles
Wednesday Nov 1, 2023 | 12:00 pm EST

Putting Clients First: Advisors’ Roundtable

  • Sudha Sankar (FCSI®)

    Wealth Advisor, RBC Dominion Securities
  • Haiping Fu (FCSI®, CIM®, MBA)

    Associate Wealth & Investment Advisor, RBC Dominion Securities
  • Darren Dearing (MBA, CFP®, CIM®, FCSI®)

    Wealth Advisor, Scotia Wealth Management
  • Jim Templeton (FCSI®)

    Financial Advisor, Manulife Securities Incorporated
Wednesday Oct 25, 2023 | 12:00 pm EST

Comprehensive Financial Planning: How Client Relationships are Changing

  • Goshka Folda

    President and CEO of Investor Economics and Global Head of Research at ISS Market intelligence
  • Carissa Lucreziano

    Vice President Financial and Investment Advice, CIBC
  • Sean Shore

    Securities, Compliance and Regulatory Counsel at Canadian Compliance & Regulatory Law
Wednesday Aug 30, 2023 | 12:00 pm est

Beyond CSC®: How to Jump-Start Your Financial Career

  • Riyad Salam

    National Director, Client Segment Strategy, Healthcare, Business & Professional Services at RBC
  • Rui Barreto

    Director - Client Service Specialist, CSI
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