- 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
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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.
Thursday Apr 25, 2024 | 12:00 pm
Decoding Sustainable Investing: Strategies for the Canadian Market
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Olaf Weber
CIBC Chair in Sustainable Finance, Schulich School of Business, York University -
Nalini Feuilloley
Head of Responsible Investment, BMO Global Asset Management
Tuesday Nov 17, 2020 | 12:00 pm EST
Planning & Saving for the Future
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Carissa Lucreziano
Vice President Financial and Investment Advice, CIBC -
James Bilcox
Certified Financial Planner, Sun Life Financial -
Archie Pedden
Wealth Planner, HSBC
Wednesday Nov 4, 2020 | 12:00 pm EST
Managing Money & Debt Wisely
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Kola Deru
Consultant & Subject Matter Expert CSI -
Neela White
Portfolio Manager Raymond James -
Jessica Bindra
Financial, Investment & Retirement Planner RBC
Wednesday Sep 23, 2020 | 12:00 pm EST
Canadian Housing Outlook: Upward Climb
-
Abhilasha Singh
Associate Director - Senior Economist, Moody's Analytics -
Brendan LaCerda
Associate Director - Senior Economist, Moody's Analytics -
Brian Tjoa
Director, Data & Analytics RPS Real Property Solutions
Wednesday Sep 16, 2020 | 12:00 pm EST
Support Business Recovery While Managing Credit Risk
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Steve Cochrane
Chief APAC Economist, Moody's Analytics -
Martha Fetner
Senior Learning Partner, Moody's Analytics -
Richard Loeser
Director - Research, Moody's Analytics -
Benedict Fedrick
Senior Learning Partner, Moody's Analytics
Thursday Jul 9, 2020 | 12:00 pm EST
Canada—Sovereign and Provincial Webinar
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William Foster
Vice President - Senior Credit Officer, Moody's Analytics -
Michael Yake
Vice President - Senior Credit Officer, Moody's Analytics -
Adam Hardi
Vice President - Senior Analyst, Moody's Analytics -
Yves Lemay
Managing Director, Moody's Analytics
Tuesday Jun 30, 2020 | 12:00 pm EST
Navigating Problem Loans and SME Credit Risk during the Pandemic
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Mark Zandi
Chief Economist, Moody's Analytics -
Doug Dwyer
Managing Director, Quantitative Research, Moody's Analytics -
Sean Gregrich
Senior Learning Partner, Moody's Analytics
Monday Jun 15, 2020 | 12:00 pm EST
Impact of Coronavirus on Canadian Structured Finance
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Richard Hunt
Senior Vice President, Moody's Analytics -
Aliya Ehmar
AVP - Analyst, Moody's Analytics -
Simba Murahwi
Vice President, DBRS Morningstar -
Zulaikha Khurram
AVP - Analyst, Moody's Analytics
Thursday May 7, 2020 | 12:00 pm EST
How to Become Your Client’s Financial Architect?
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Lloyd Williams
Founder, Lloyd Williams Co
Wednesday Apr 29, 2020 | 12:00 pm EST
Behavioral Economics: Investing During a Crisis – What Does the Science Teach?
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Barry LaValley
Author and Advisor, BarryLaValley.com -
Gillian Leithman
Coach and Professor, Concordia University
Tuesday Apr 7, 2020 | 12:00 pm EST
How Are You Doing? How Are Your Clients Doing? – Advisor Townhall
-
Barry LaValley
Author and Advisor BarryLaValley.com -
Lloyd Williams
Founder Lloyd Williams Co -
Gillian Leithman
Coach and Professor Concordia University
Disclaimer
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