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- 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 Fixed Income Trading and Sales (CFIT)
- Certificate in Equity Trading and Sales (CEQT)
- 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, IIROC, 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.
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Canadian Securities Course CSC®
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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.
- 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®.
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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.
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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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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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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Course Catalogue TESTING
Retail Banking
Financial Advice
Applied Financial Planning Certification Exam (AFP)
- AFP Certification Examination Enrolment $750
Branch Compliance Officer’s Course (BCO)
- BCO Online, Interactive Version with PDF Textbook $490
Canadian Securities Course (CSC®)
- CSC® Value Pack Combo $1620
Financial Planning I (FP I)
- Online, interactive version with hard-copy textbook $875
Financial Planning II (FP II)
- FP II online, interactive version with hard-copy textbook $875
Investment Funds in Canada (IFC)
- Value Pack Combo $715
Personal Financial Services Advice (PFSA)
- PFSA Online, interactive version with hard-copy textbook $725
Lending
Personal Financial Services Advice (PFSA)
- PFSA Online, interactive version with hard-copy textbook $725
Personal Lending and Mortgages (PLM)
- PLM online, interactive version $565
Bank Management
Bank Management Fundamentals (BMF)
- BMF Online, interactive version $565
Business Development Planning – Bank Management (BDPM)
- BDPM online, interactive version $550
People and Team Management (PTM)
- PTM online, interactive version $550
Financial Planning & Insurance
Securities Sector
Applied Financial Planning Certification Exam (AFP)
- AFP Certification Examination Enrolment $750
Canadian Securities Course (CSC®)
- CSC® Value Pack Combo $1620
Financial Planning Integration Course (FPIC)
- Financial Planning Integration Course – Bankers Path $400
Financial Planning Supplement (FPSU)
- FPSU online, interactive version with hard-copy textbook $1030
Wealth Management Essentials (WME®)
- Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1725
WME Course For Financial Planners (WME-FP)
- Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1200
WME Course For Investment Managers (WME-IM)
- Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1200
WME Course For Wealth Managers (WME-WM)
- Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1120
Banking Sector
Applied Financial Planning Certification Exam (AFP)
- AFP Certification Examination Enrolment $750
Canadian Securities Course (CSC®)
- CSC® Value Pack Combo $1620
Financial Planning I (FP I)
- Online, interactive version with hard-copy textbook $875
Financial Planning II (FP II)
- FP II online, interactive version with hard-copy textbook $875
Investment Funds in Canada (IFC)
- Value Pack Combo $715
Law, Estate and Tax Supplement (LETS)
- Online, Interactive Version with PDF Textbook $600
Lending, Retirement and Insurance Supplement (LRIS)
- LRIS course includes PDF, e-Books and review questions $600
Personal Financial Services Advice (PFSA)
- PFSA Online, interactive version with hard-copy textbook $725
Mutual Fund & Insurance Sector
Advanced Mutual Funds Advice Program (AMFA)
- Client Discovery (AMFA Program) $200
Estate Planning – (AMFA Program)
- Estate Planning – (AMFA Program) $200
Foundations of Investment Management – (AMFA Program)
- Foundations of Investment Management – (AMFA Program) $200
Practice Management for Mutual Fund Representatives – (AMFA Program)
- Practice Management for Mutual Fund Representatives – (AMFA Program) $200
Retirement Planning – (AMFA Program)
- Retirement Planning – (AMFA Program) $200
Retirement Planning Income and Products – (AMFA Program)
- Retirement Planning Income and Products – (AMFA Program) $200
Tax Planning – (AMFA Program)
- Tax Planning – (AMFA Program) $200
Canadian Securities Course (CSC®)
- CSC® Value Pack Combo $1620
Insurance Ethics And Professional Practice Module (IEPP)
- Insurance Ethics and Professional Practice Module – Common Law $125
Investment Funds in Canada (IFC)
- Value Pack Combo $715
Life Licence Qualification Program Insurance Course (LLQP)
- LLQP Insurance Course (Common Law) $475
Financial Planning – Quebec IQPF
Accounting (ACC)
- ACC Online with hard-copy textbook $585
Economics (ECO)
- ECO Online, interactive version with hard-copy textbook $585
Financial Planning for Businesses – Quebec (FPB)
- Financial Planning for Businesses – Quebec (PDF) $525
Fundamentals of Personal Finance – Quebec (FPF)
- Fundamentals of Personal Finance – Quebec $625
Insurance & Retirement – Quebec (INR)
- Insurance and Retirement – Quebec $625
Investment & Tax Planning – Quebec (ITP)
- Investment and Tax Planning – Quebec $625
Investment & Taxation Fundamentals – Quebec (ITF)
- Investment and Taxation Fundamentals – Quebec $625
Investment Funds in Canada (IFC)
- Value Pack Combo $715
Legal and Ethical aspects of Financial Planning – Quebec (LEFP)
- Legal and Ethical Aspects of Financial Planning – Quebec (PDF) $525
Risk Management & Estate Planning – Quebec (RMEP)
- Risk Management and Estate Planning – Quebec $625
Investors
Canadian Securities Course (CSC®) for Investors (CSC-INVESTORS)
- CSC-INVESTORS Online, Interactive Version $550
Investment Management & Trading
Securities
Advanced Investment Strategies (AIS)
- AIS Online, Interactive Version with PDF Textbook $925
Canadian Securities Course (CSC®)
- CSC® Value Pack Combo $1620
Conduct and Practices Handbook Course (CPH®)
- CPH Online, Interactive Version with PDF Textbook $935
Investment Advisors Training Program (90-day) (IATP)
- IATP online, interactive version with PDF textbook $635
Investment Management Techniques (IMT®)
- Online, Interactive Version with PDF Textbook $1165
Investment Representative Training Program (30-day) (IRT)
- Investment Representative Training Program (30-day) (IRT) $485
New Entrants Course (NEC)
- Online, interactive version with hard-copy textbooks $1800
Portfolio Management Techniques (PMT®)
- Online, Interactive Version with PDF Textbook $1125
Wealth Management Essentials (WME®)
- Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1725
WME Course For Financial Planners (WME-FP)
- Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1200
WME Course For Investment Managers (WME-IM)
- Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1200
WME Course For Wealth Managers (WME-WM)
- Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1120
Derivatives
Advanced Derivatives Market Strategies Course (ADMS)
- ADMS Online, interactive version with PDF textbook $985
Canadian Commodity Supervisors Exam (CCSE)
- CCSE Online, interactive version with hard-copy textbook $1300
Derivatives Fundamentals and Options Licensing Course (DFOL)
- Online, Interactive Version with PDF Textbook $1455
Derivatives Fundamentals Course (DFC®)
- Online, interactive version with hard-copy textbook $1115
Futures Licensing Course (FLC)
- Online, interactive version with hard-copy textbook $780
Options Licensing Course (OLC)
- Online, interactive version with hard-copy textbook $815
Options Supervisors Course (OPSC)
- Online, interactive version with hard-copy textbook $1430
Trading
Equity Trading And Sales (ETS)
- Equity Trading and Sales $215
Fixed Income Trading And Sales (FIT)
- FIT Online, interactive version $255
Technical Analysis Course (TAC)
- Technical Analysis Course (TAC) $835
Trader Training Course (TTC)
- Online, interactive version with hard-copy textbook $1495
Mutual Funds
Canadian Securities Course (CSC®)
- CSC® Value Pack Combo $1620
Investment Funds in Canada (IFC)
- Value Pack Combo $715
The 90-Day MF Skills Builder (MFSB)
- The 90-Day MF Skills Builder $190
Investors
Canadian Securities Course (CSC®) for Investors (CSC-INVESTORS)
- CSC-INVESTORS Online, Interactive Version $550
Futures Licensing Course (FLC)
- Online, interactive version with hard-copy textbook $780
Wealth Management & Private Banking
Wealth Management
Advanced Investment Strategies (AIS)
- AIS Online, Interactive Version with PDF Textbook $925
Canadian Securities Course (CSC®)
- CSC® Value Pack Combo $1620
CIWM Certification Examination
- CIWM Certification Examination $995
Conduct and Practices Handbook Course (CPH®)
- CPH Online, Interactive Version with PDF Textbook $935
Dealing With High Net Worth Clients Program (DHNW)
- Dealing With Special High Net Worth Client Situations (DSHW) $350
Estate Planning For High Net Worth Clients (EPHW)
- Estate Planning For High Net Worth Clients (EPHW) $350
Investment Strategies For High Net Worth Clients (ISHW)
- Investment Strategies For High Net Worth Clients (ISHW) $350
Practice Management In High Net Worth Segment (PMHW)
- Practice Management In High Net Worth Segment (PMHW) $350
Retirement Planning For High Net Worth Clients (RPHW)
- Retirement Planning For High Net Worth Clients (RPHW) $350
Wealth Management Essentials (WME®)
- Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1725
WME Course For Financial Planners (WME-FP)
- Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1200
WME Course For Investment Managers (WME-IM)
- Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1200
WME Course For Wealth Managers (WME-WM)
- Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1120
Estate & Trust Management
Case Application Examination (CAE)
- CAE Canada/Common Law Version $720
Estate and Trust Administration (ETA)
- ETA Online, interactive version $870
Estate and Trust Asset Management (ETM)
- ETM Online, interactive version $295
Ethics and the Client Experience – Estates and Trusts (ECE)
- ECE Online, interactive version $295
Laws of Estates and Trusts (LET)
- LET Online, interactive version $295
Taxation Considerations for Estates and Trusts (TET)
- TET Online, interactive version $295
Business Banking
Moody’s Analytics Small Business Banking Courses
Moody’s Delivering Small Business Solutions (DSBS)
- MCR Online, interactive version $
Moody’s Optimizing Relationships with Small Business Clients
- MCR Online, interactive version $
Moody’s Small Business Lending (SBL)
- MCR Online, interactive version $
Moody’s Analytics Lending Courses
Managing Client Relationships (MCR)
- MCR Online, interactive version $
Moody’s Accounting for Credit Professionals (ACP)
- MCR Online, interactive version $
Moody’s Analyzing Commercial Real Estate (ACRE)
- MCR Online, interactive version $
Moody’s Commercial Lending (CLCA)
- MCR Online, interactive version $
Moody’s Foundations of banking and credit
- MCR Online, interactive version $
Leadership, Management & Compliance
Securities Sector
Applied Investment Dealer Compliance (AIDC)
- AIDC Online mini-course $215
Canadian Commodity Supervisors Exam (CCSE)
- CCSE Online, interactive version with hard-copy textbook $1300
Chief Compliance Officers Qualifying Examination (CCO)
- CCO Online, interactive version with hard-copy textbook $820
Chief Financial Officers Qualifying Examination (CFO)
- Online, interactive version with hard copy textbook $830
Conduct and Practices Handbook Course (CPH®)
- CPH Online, Interactive Version with PDF Textbook $935
Financial Services Industry: Business Drivers and Challenges (FSDC)
- Financial Services Industry: Business Drivers and Challenges $395
Investment Dealer Compliance Course (IDCC)
- IDCC Online, interactive version with online textbook (PDF) $995
Investment Dealer Supervisors Course (IDSC)
- Online, interactive version with hard-copy textbook $1515
Options Supervisors Course (OPSC)
- Online, interactive version with hard-copy textbook $1430
Partners, Directors and Senior Officers Course (PDO)
- Online, Interactive Version with PDF Textbook $1525
Understanding Investment Dealer Business Units (UIDB)
- UIDB Online mini-course $150
Mutual Funds & Exempt Market Dealers Sector
Branch Compliance Officer’s Course (BCO)
- BCO Online, Interactive Version with PDF Textbook $490
Chief Compliance Officers Qualifying Examination (CCO)
- CCO Online, interactive version with hard-copy textbook $820
Partners, Directors and Senior Officers Course (PDO)
- Online, Interactive Version with PDF Textbook $1525
Banking Sector
Bank Management Fundamentals (BMF)
- BMF Online, interactive version $565
Branch Compliance Officer’s Course (BCO)
- BCO Online, Interactive Version with PDF Textbook $490
Financial Services Industry: Business Drivers and Challenges (FSDC)
- Financial Services Industry: Business Drivers and Challenges $395
People and Team Management (PTM)
- PTM online, interactive version $550
Continuing Education
Retail Banking
Behavioural Finance – Get Inside Your Client’s Mind (BF)
- BF Online mini-course $255
Ethical Practice in the Financial Service Industry (EPFSI)
- EPFSI Online Mini Course $280
Financial Planning For Snowbirds (FPS)
- FPS Online module and quiz $140
Investment Strategies For Retirees (ISR)
- ISR Online mini-course $85
Safeguard Elderly Clients From Financial Fraud (SECF)
- SECF Online mini-course $30
Financial Planning & Insurance
Behavioural Finance – Get Inside Your Client’s Mind (BF)
- BF Online mini-course $255
Estate Planning (EP)
- EP Online mini-course $85
Ethical Practice in the Financial Service Industry (EPFSI)
- EPFSI Online Mini Course $280
Financial Planning For Snowbirds (FPS)
- FPS Online module and quiz $140
Safeguard Elderly Clients From Financial Fraud (SECF)
- SECF Online mini-course $30
Social Media Compliance Guidelines (SMC)
- SMC Online mini-course $70
Tax-Free Savings Account – Rules and Options (TFSA)
- TFSA Online mini-course $85
Investment Management & Trading
Alternative Strategies: Hedge Funds And Liquid Alternatives (ASHL)
- ASHL Online, interactive version $200
Behavioural Finance – Get Inside Your Client’s Mind (BF)
- BF Online mini-course $255
Covered Call Writing (CCW)
- CCW Online mini-course $85
Equity Trading And Sales (ETS)
- Equity Trading and Sales $215
ETFs For Mutual Fund Representatives (ETFM)
- ETFM Online mini-course $179
Fixed Income Trading And Sales (FIT)
- FIT Online, interactive version $255
Hedge Funds And Liquid Alternatives For Mutual Fund Representatives (HFLA)
- HFLA Online, interactive version $200
Introduction to Canadian Depositary Receipts
- Online Mini-Course $30
Introduction to Canadian Depositary Receipts
- Online Mini-Course $30
Introduction to Digital Assets
- DA Online mini-course $45
Investing In ETFs (ETFCE)
- ETFCE Online mini-course $115
Investing In Inflationary Times (IIT)
- IIT Online mini-course $65
Investing in Private Markets (IPM)
- IPM Online mini-course $115
Investing in Real Assets
- IRA Online mini-course $85
Investment Strategies For Retirees (ISR)
- ISR Online mini-course $85
Negative Interest Rates: Origins And Implications (NIR)
- NIR Online mini-course $80
Principal–Protected Notes (PPN)
- PPN Online mini-course $170
Responsible Investing Using ESG Factors (RIUF)
- RIUF Online, interactive version with online textbook (PDF) $85
Tax-Free Savings Account – Rules and Options (TFSA)
- TFSA Online mini-course $85
Wealth Management & Private Banking
CIWM Certification Examination
- CIWM Certification Examination $995
Cybersecurity & Privacy (CYPR)
- CYPR Online mini-course $70
Dealing With Special High Net Worth Client Situations (DSHW)
- Dealing With Special High Net Worth Client Situations (DSHW) $350
Estate Planning For High Net Worth Clients (EPHW)
- Estate Planning For High Net Worth Clients (EPHW) $350
Investment Strategies For High Net Worth Clients (ISHW)
- Investment Strategies For High Net Worth Clients (ISHW) $350
Practice Management In High Net Worth Segment (PMHW)
- Practice Management In High Net Worth Segment (PMHW) $350
Retirement Planning For High Net Worth Clients (RPHW)
- Retirement Planning For High Net Worth Clients (RPHW) $350
Estate Planning (EP)
- EP Online mini-course $85
Ethical Practice in the Financial Service Industry (EPFSI)
- EPFSI Online Mini Course $280
Financial Planning For Snowbirds (FPS)
- FPS Online module and quiz $140
Generating Retirement Income (GRI)
- GRI Online mini-course $115
Harnessing the Power of Social Media (HPSM)
- Online Mini-Course $99
Retirement Accumulation Structures And Strategies (RASS)
- RASS Online mini-course $200
Safeguard Elderly Clients From Financial Fraud (SECF)
- SECF Online mini-course $30
Social Media Compliance Guidelines (SMC)
- SMC Online mini-course $70
Tax-Free Savings Account – Rules and Options (TFSA)
- TFSA Online mini-course $85
Transitioning Into Retirement (TIR)
- TIR Online mini-course $115
Business Banking
Safeguard Elderly Clients From Financial Fraud (SECF)
- SECF Online mini-course $30
Social Media Compliance Guidelines (SMC)
- SMC Online mini-course $70
Leadership, Management & Compliance
Anti Money Laundering & Beneficial Ownership (AMLBO)
- AMLBO Online mini-course $70
Applied Investment Dealer Compliance (AIDC)
- AIDC Online mini-course $215
CE Compliance Program Cycle 9 (CECC)
- CE Cycle 9 online, self-study course $250
CE Ethics Course, Retail Version (EMCS)
- EMCS Online, self-study course $280
Client Focused Reforms (CFR) Series
- Conflicts of Interest (CFRCOI) $70
Enhanced KYC and Suitability (CFRKYC)
- Enhanced KYC and Suitability (CFRKYC) $85
Know Your Product (CFRKYP)
- Know Your Product (CFRKYP) $70
Protecting Older and Vulnerable Clients (CFRPVC)
- Protecting Older and Vulnerable Clients (CFRPVC) $85
Cybersecurity & Privacy (CYPR)
- CYPR Online mini-course $70
ETFs For Mutual Fund Representatives (ETFM)
- ETFM Online mini-course $179
Ethics For Institutional Registrants (EIR)
- EIR online, interactive version with online textbook (PDF) $85
Fixed Income Trading And Sales (FIT)
- FIT Online, interactive version $255
Insider Trading: Regulations And Prevention (ITRP)
- ITRP Online mini-course $85
Investing In Bitcoin: Opportunities And Risks (BTC)
- BTC Online mini-course $140
Managed Accounts: Compliance Issues And Considerations (MAS)
- MAS Online mini-course $70
Role Of The Gatekeeper (RG)
- RG Online mini-course $80
Social Media Compliance Guidelines (SMC)
- SMC Online mini-course $70
Tax-Free Savings Account – Rules and Options (TFSA)
- TFSA Online mini-course $85
Understanding Investment Dealer Business Units (UIDB)
- UIDB Online mini-course $150