- 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.
Coming Next
Recent Graduates
Every year during Financial Literacy Month, we celebrate CSI students who have recently achieved a fellowship or designation in the previous year.
View our graduating classes.
Become a Speaker
We are constantly looking for experienced and knowledgeable speakers to conduct webinars on various topics in the financial services landscape. To this effect, we recently introduced CSI Podium, a unique initiative created in the spirit of our mission to provide thought leadership and real-world training.
This exclusive platform offers CSI designation holders and interested parties opportunities to speak on topics that will benefit their clients, colleagues and the investing public through webinars. Speakers are also awarded CE credits for giving back to the CSI designation community.
Visit the CSI Podium web page to learn more about becoming a speaker and conducting a webinar with us.
Learn More
Wednesday Nov 26, 2025 |
2:00 pm EST
2025 Credentials Graduation Ceremony
-
Andrew Stewart
Managing Director, Canadian Securities Institute & Moody's Analytics Learning Solutions -
James Campbell
President, Senior Wealth & Estate Planner, IIS Insurance and Risk Strategies -
Maria Artuso
Director, Group Risk Management - Ontario Region, RBC -
Bradley Bishop
Professor, Financial Planning & Coordinator, Finance Programs, Fanshawe College
Tuesday Nov 25, 2025 |
1:00 pm EST
The Rise of Digital Assets: Risks and Opportunities for Advisors
-
Victor Li
Research Advisor at Firinne Capital -
Ryan Clements
Director, Alberta Securities Commission (ASC)
Thursday Nov 20, 2025 |
1:00 pm EST
CSI Spotlight: Demystifying Open Banking with Michelle Beyo
-
Michelle Beyo
CEO, Finavator
Thursday Nov 13, 2025 |
1:00 pm EST
The Great Wealth Transfer: What Advisors Need to Know
-
Susan Sanei-Stamp
Senior Vice President of Financial Services, Leger -
Marc Mercier
Partner, Co-Chair of Private Client Group, Cassels Brock & Blackwell LLP
Thursday Nov 6, 2025 |
1:00 pm EST
Retirement Planning in a Shifting Economy
-
Dr. Kristina Sendova
Associate Professor and Chair of Statistical and Actuarial Science, Western University -
Robert An, CPA, CFP®, CLU, TEP
AVP of Wealth Planning & Tax Consulting, Raymond James -
Neela White, FCSI®, CIWM®
Senior Portfolio Manager at Raymond James
Thursday Dec 5, 2024 |
1:00 pm EST
2024 Designations Graduation Ceremony
-
Andrew Stewart, CPA, CD
Managing Director, CSI/Moody's Analytics Learning Solutions -
Kevin Prins, MBA, CFP®, CIM®, FCSI®
Managing Director, Head of ETF & Managed Accounts Distribution, BMO Global Asset Management -
Kavaughn Boismier, CFP®, PFP®, RIS, FCSI®
Senior Director, Financial Planning & Advice, CIBC -
Stuart Gray, MBA, CFP®, CIWM, FCSI®
Director, Financial Planning Centre of Expertise, RBC
Wednesday Nov 27, 2024 |
12:00 pm EST
Diverse Perspectives, Stronger Outcomes: Elevating DE&I in Financial Services
-
Yasmin Pallan
Director, Diversity, Equity & Inclusion, Global Wealth Management, Scotiabank -
Shaun Vollick
Senior Director, Diversity & Inclusion Strategy Enablement & Reporting, RBC
Wednesday Nov 20, 2024 |
1:00 pm EST
Ask Us Anything: GenAI and the Road Ahead for Advisors
-
Ari Lehavi
General Manager, Predictive Analytics and AI, Moody's Analytics -
Rui Barreto
Director, Third Party Risk Solutions, Moody's Analytics
Wednesday Nov 13, 2024 |
12:00 pm EST
Prioritizing People: How Behavioural Insights Impact Financial Services
-
Shannon O'Malley
Director, Member Experience Design, Meridian Credit Union -
Tanjim Hossain
Chair, Department of Management, University of Toronto - Mississauga -
Meera Paleja
Program Head, Research and Behavioural Insights, Ontario Securities Commission
Wednesday Nov 6, 2024 |
12:00 pm EST
Aging with Confidence: Securing Long-Term Care Solutions
-
Neela White
Portfolio Manager, Raymond James
Disclaimer
The content on this site is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our site constitutes a solicitation, recommendation, endorsement, or offer of specific financial products or services. Links to other websites on the World Wide Web are aggregated for your convenience in locating related information and services. These websites are maintained by third parties over which CSI exercises no control. Accordingly, CSI expressly disclaims any responsibility for the content, the accuracy of the information, the quality of products or services provided by or advertised on and/or software downloaded from these third-party websites. Moreover, these links do not imply an endorsement of any third party or any website or the products or services provided by any third party.