- Learning
- Canadian Securities Course (CSC®)
- Investment Funds in Canada (IFC)
- Conduct and Practices Handbook Course (CPH®)
- Wealth Management Essentials (WME®)
- Derivatives Fundamentals and Options Licensing Course (DFOL)
- Investment Management Techniques (IMT®)
- Advanced Investment Strategies (AIS)
- Portfolio Management Techniques (PMT®)
- Partners, Directors and Senior Officers Course (PDO)
- Branch Compliance Officer's Course (BCO)
- Investment Dealer Supervisors Course (IDSC)
- Chief Compliance Officers Qualifying Examination (CCO)
- Derivatives Fundamentals Course (DFC)
- Trader Training Course (TTC)
- Options Supervisors Course (OPSC)
- Futures Licensing Course (FLC)
- Options Licensing Course (OLC)
- Chief Financial Officers Qualifying Examination (CFO)
- Canadian Commodity Supervisors Exam (CCSE)
- Licensing & Regulatory Organizations
- Certificate in Financial Services Advice (CFSA)
- Certificate in Advanced Financial Advice (CAFA)
- Certificate in Advanced Investment Advice
- 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 Personal Banking (CPB)
- Certificate In Bank Management (CBM)
- Micro-Certificate in Alternative Investments (MCAI)
- Micro-Certificate in Applied Behavioural Finance (MCABF)
- 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 (IPF)
- 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
At A Glance
Certificate in Quantitative Finance (CQF)
A globally recognized program for professionals advancing into quantitative finance, risk, and derivatives.
At A Glance
CFSA: Preferred Credential for Personal Bankers
Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
At A Glance
PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
At A Glance
Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
At A Glance
Meet CE Requirements Quickly and Easily
Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
At A Glance
Drive Effective Client Conversations
Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
At A Glance
Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
- Exams & Administration
At A Glance
Canadian Securities Course CSC®
At A Glance
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
At A Glance
Credentials That Matter
Meet the highest standards of experience and education for financial professionals with CSI certificates, designations & fellowship.
At A Glance
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®).
At A Glance
PFP® – The Premier Credential for Financial Planners
Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
At A Glance
CIM® – The Recognized Credential for Investment Managers
Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
At A Glance
CIWM – The Leading Credential for Wealth Managers
Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
At A Glance
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
At A Glance
Firm Training Program
A training program for new registrants that reinforces core competencies and elevates job readiness.
- Insights
At A Glance
Webinars to Boost Financial Literacy
During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
At A Glance
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
At A Glance
CSI & Fitch Learning: Shaping the Future of Financial Learning Together
The CSI brand will continue, as will its stewardship of the industry’s renowned certifications and designations.
At A Glance
PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
As part of our continous efforts to provide a stable and secure learning environment, we are performing system maintenance on Saturday June 20 from 8 a.m. ET to 12 p.m. ET. During this period, you will not have access to your myCSI student account.
Enrolment Period: 1 Year
A thorough review of the material covered in the PFSA and PLM courses will give students the refresher needed to successfully pass the final proctored exam and earn their Certificate in Personal Banking. The knowledge gained will enable students to provide skills and knowledge that reflect today’s client-focused industry practices.
What will you learn about?
- Synthesize customer information to provide quality advice
- Identify strategies for satisfying clients� investing, borrowing needs, goals and objectives
- Proactively develop internal and external relationships
- Uncover the needs, goals, and objectives of a small business
- Build positive and profitable relationships through communication, trust and credibility
- Establish a loyal client base through superior performance and service
- Hone relationship selling skills
- Identify and actively minimize risk
After overcoming this final hurdle to earn the Certificate in Personal Banking students will have the credibility that is essential to move ahead in their careers. This certificate provides a unique combination of knowledge in mutual funds licensing, investing, lending, and mortgages. Completion of the certificate will serve as a testament to your proficiency as a personal banker.
In this component, students will have access to the 2 courses that make up the Certificate in Personal Banking (Personal Financial Service Advice (PFSA) and Personal Lending and Mortgage (PLM)). This provides the student with a review of prior course materials (not including online tests) in order to study for and schedule their final proctored examination.
What is the CPBE exam structure?
| Structure | Information |
|---|---|
| Exam | 1 |
| Exam Format | Proctored (remote or in person at a test centre) |
| Exam Duration | 2 hours |
| Question Format | Multiple Choice |
| Number of questions | 60 |
| Attempts Allowed Per Exam | 3 |
| Passing Grade | 60% |
| Assignments | N/A |
What is the CPBE exam weighting?
| Exam Topics | Weighting |
|---|---|
| Relationship Management | 15% |
| Applied Financial Math/Time Value for Money | 7% |
| Building Client Loyalty | 12% |
| Ethics | 15% |
| Consumer Credit Advice | 20% |
| Mortgage Advice | 18% |
| Advanced Mortgage Advice | 13% |