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Friends & Family get 10% off the CSC®!
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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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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
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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 different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Take the first step towards meeting your career goals.
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Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
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Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.
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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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Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
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Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
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Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
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CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Important Update: Canada Post Strike & Shipping Guidelines. Learn More.
For your convenience, CSI offers a secure online payment process. We recommend using this process as you get instantaneous confirmation of your payment.
If you are unable to apply directly online, either because supporting documentation or CSI approval is required, you can complete and submit the appropriate form below.
Please note that a non-refundable processing fee of $275 per course, plus any applicable taxes, is required.
If you have completed the CIFC via the IFSE Institute, you may qualify for an exemption from the Investment Funds in Canada (IFC) course. Please note that a non-refundable processing fee of $100, plus any applicable taxes, is required.
To order a certificate replacement
$75
To request an extension to your enrolment period.
If you have not completed your course during the regular enrolment period, you’re allowed to purchase a one-time extension per course enrolment.
You can purchase your extension directly online if purchased prior to your expiry date.
Applications received after your enrolment period will only be accepted if it is your first extension request for this course and you are applying within 4 weeks of expiring.
To apply for:
To request an exception from CSI Policy
$35 per course – fee is non-refundable.
To request recognition of a candidate’s external designations towards CSI Certificates & Designations
$150
To apply for the Fellow of CSI (FCSI®)
$325
To renew the license for Fellow of CSI (FCSI®), Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM), Personal Financial Planner (PFP®), Estate and Trust Professional (MTI®).
Renew the license:
*If you allowed your designation to lapse beyond 60 days, but less than one year of your license renewal date you will be required to pay the renewal fee along with a late fee.
**If you allowed your designation to lapse longer than one year, but less than 5 years you will be required to pay a $50 administration fee, $375 reinstatement fee in addition to the annual renewal licensee fee of the designation you are renewing (prices shown above) as well as provide proof of completion of CE for each year, for FCSI® proof of industry contribution (IC) for all years of non-renewal.
To order an Official Transcript of all or of specific courses.
$35
To allow CSI to release your grades to specified parties. Required for special pricing.
To request accommodation for courses and exams.
(Please note you can enrol directly online.)
WME course Enrolment – To enrol in a WME course.
Course Re-Enrolment Rule 2600 – For candidates who are not current employees of an CIRO member-firm.
AFP Certification Examination Application – To book an exam sitting.
Please note: applications emailed with credit card information will not be processed.
To Purchase Multiple Frames to be Shipped to One Address Within Canada.
Please note: applications emailed with credit card information will not be processed.