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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.
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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.
Home > Learning > Courses > Branch Compliance Officer’s Course (BCO) > BCO Enrol
The BCO comes in two alternative bundling options. Click to expand and learn more about each product. Please select one of the following options.
Choose this course format if you prefer to study with a hard-copy textbook along with your online course.
Choose this course format if you prefer to study online through a computer, tablet or mobile.
CIRO member firms, financial institutions and other corporate entities who have agreements with CSI may be eligible for discounts on some courses. Selecting the name of your employer at the time of enrolment will ensure that applicable discounts appear at checkout.
Only students currently enrolled in the course and course graduates may purchase a replacement hard-copy textbook.