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Enjoy 10% off the CSC® until October 31
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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.
Clients are looking for financial advisors that go beyond the niceties, to really get to know more about their unique needs as they secure the financial futures of themselves and their families. This makes placing clients at the forefront of an advisor’s practice paramount to the success of both parties, and the shift we’re experiencing in today’s rapidly changing industry continues to bring into focus one very important question: How exactly can advisors center their clients?
Delve into what being client-centric really means and hear from leading advisors as they share strategies drawn from their own experiences on making clients feel valued.
Join Sudha Sankar (FCSI®), Wealth Advisor, RBC Dominion Securities, Haiping Fu (FCSI®, CIM®, MBA), Associate Wealth & Investment Advisor, RBC Dominion Securities, Darren Dearing (MBA, CFP®, CIM®, FCSI®), Wealth Advisor, Scotia Wealth Management, and Jim Templeton (FCSI®), Financial Advisor, Manulife Securities Incorporated in our free webinar.