CSI will be performing system maintenance on Saturday April 13th 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”.

Coming Next

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

Stay tuned.

On-Demand Webinars

14Mar
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
25Jan
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
22Nov
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
15Nov
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.
08Nov
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
01Nov
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
25Oct
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
30Aug
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
10May
Wednesday May 10, 2023 | 12:00 pm EST

Transitioning to a Financial Career in Canada: A Newcomer’s Guide

  • Riyad Salam, EMBA

    National Director - Client Segment Strategy, Healthcare, Business & Professional Services, RBC
  • Quoc Phan

    Project Manager - Financial Services & Leadership Connections, ACCES Employment
28Mar
Tuesday Mar 28, 2023 | 12:00 pm EST

Develop Lasting Relationships: How to Better Communicate with Your Clients

  • Neela White

    FMA®, FCSI®, CIM®, CIWM, CPCA®, EPC, CEA® Portfolio Manager at Raymond James Ltd.
  • Leslie Baker

    CFA®, CFP®, CIM® Senior Manager, Strategic Communications at RBC Wealth Management
  • Michael Tarantino

    MBA, CPA, CMA, CFP®, CIM®, CIWM, FEA, TEP Vice President, Private Wealth Consultant, Family Office Services at RBC Wealth Management
1 2 3 5
42 Results Found

Disclaimer

The content on this site is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our site constitutes a solicitation, recommendation, endorsement, or offer of specific financial products or services. Links to other websites on the World Wide Web are aggregated for your convenience in locating related information and services. These websites are maintained by third parties over which CSI exercises no control. Accordingly, CSI expressly disclaims any responsibility for the content, the accuracy of the information, and the quality of products or services provided by or advertised on and/or software downloaded from these third-party websites. Moreover, these links do not imply an endorsement of any third party or any website or the products or services provided by any third party.