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A globally recognized program for professionals advancing into quantitative finance, risk, and derivatives.
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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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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 and 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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A training program for new registrants that reinforces core competencies and elevates job readiness.
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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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The CSI brand will continue, as will its stewardship of the industry’s renowned certifications and designations.
At A Glance
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Some users may be experiencing difficulties accessing the platform due to a recent authentication update. Our teams are actively investigating this issue as a top priority, and we are committed to restoring full service as quickly as possible. Thank you for your patience and understanding.
Academic honesty and integrity is essential to the continued functioning of CSI as a trusted fi nancial services educator endorsed by regulatory authorities across Canada. CSI expects students to act with dignity, integrity and respect and to conduct themselves according to generally accepted standards of personal and professional behaviour. Inappropriate student behaviour may not only impair the ability of other students to perform to their potential but may also damage the credibility of the examining process or hinder the ability of CSI staff to operate effectively and meet the needs of all students. Familiarity with and adherence to these guidelines will allow students to make the most of their educational experience with CSI.
Familiarity with and adherence to these guidelines will allow students to make the most of their educational experience with CSI.
The following are examples of unacceptable conduct that may lead to disciplinary action:
The Student Ethics Committee deals with allegations of violation of the Student Code of Conduct. If the Student Ethics Committee determines a violation occurred, a disciplinary sanction is recommended. Students can appeal rulings handed down by the Student Ethics Committee. Please see the CSI Student Disciplinary Process for full details.