- Learning
- Certificate in Financial Services Advice (CFSA)
- Certificate in Advanced Financial Advice (CAFA)
- Certificate in Advanced Investment Advice (CAIA)
- Certificate in Small Business Banking (CSBB)
- Certificate in Technical Analysis (CITA)
- 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)
- View All Certificate Pathways
- 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)
- View All Designation Pathways
- 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)
- View All Courses
Featured Product
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.
- Credentials
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Credentials That Matter
Meet the highest standards of experience & 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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Find Qualified Candidates Faster
Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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Find Qualified Candidates Faster
Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
- Insights
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Decoding Sustainable Investing: Strategies for the Canadian Market
Gain valuable insights to navigate the rapidly evolving ESG and Sustainable Investing realm.
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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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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Featured Product
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”.
Coming Next
Registration for webinars closes at 11:59 pm one day prior to the date of the webinar.
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
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
Tuesday Jan 31, 2023 | 12:00 pm EST
What’s Next? Your Future in Financial Services
-
Rui Barreto
Director - Client Service Specialist -
Assunta Tutino
Assistant Director, Client Management -
Idrees Deen
Head, Marketing & Customer Experience -
Marie Muldowey
Managing Director at Canadian Securities Institute -
Tricia Summersby
Vice-President & Managing Director, Branch Supervision at BMO Nesbitt Burns -
Timothy Ho
Director, Practice Standards – National Sales & Practice Excellence, CIBC
Wednesday Jan 25, 2023 | 1:00 pm est
Rotman-Canadian Securities Institute Strategy & Innovation in Wealth Management: An Introduction
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Walid Hejazi
PhD, MA, HBA, Professor, International Business, Rotman School of Management and Academic Director, Executive Programs -
Tiffany Harding
AVP, Head of Practice Management and Wealth Planning Services, Manulife
Wednesday Oct 26, 2022 | 12:00 pm EST
Crafting a Robust Succession Plan for your Practice: An Advisors’ Guide
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Phillip Ackers
Founder and President, Lakeshore Performance Limited -
Melanie E. Russell
Founder and President - Kalex Valuations Inc.
Wednesday Sep 14, 2022 | 12:00 pm EST
A Career in Banking – What’s in it for me
-
Kelsey Kachur
Senior Talent Acquisition Partner, CIBC -
Shannon Mills
Senior Talent Acquisition Partner, Personal and Small Business Banking, CIBC -
Timothy Ho
Director, Practice Standards – National Sales & Practice Excellence, CIBC
Wednesday Jun 22, 2022 | 12:00 pm
Financial Professionals Title Protection in Ontario – All You Need to Know
-
Dan Miles
Director of Corporate Communications, FSRA -
Andrea Foy
Senior Manager- Market Conduct Policy, FSRA -
Wendy Horrobin
Head, Licensing and Risk Assessment, FSRA
Thursday Jun 2, 2022 | 12:00 pm EST
Professional Incorporation of Advisors or Directed Commissions: Is there a difference and should you care?
-
Sean Shore
Securities, Compliance and Regulatory Counsel, Canadian Compliance & Regulatory Law -
Phillip Ackers
Principal and Founder, Lakeshore Performance Limited
Thursday Apr 28, 2022 | 12:00 pm EST
Investing During Inflation: What Advisors Need to Know
-
Bruce Monus
Tuesday Apr 5, 2022 | 5:00 pm EST
Canadian Consumer Credit Outlook
-
Brendan LaCerda
Associate Director - Senior Economist Moody's Analytics -
David Fieldhouse
Director - Consumer Credit Analytics Moody's Analytics
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.