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The Centre for Advanced Management Education
Learning Partners
Licensing and Registration
International Memberships
International Recognition
The Centre for Advanced Management Education

Dalhousie logo

Dalhousie University invites you to join them for an open house.

Information Session
Date: Wednesday, August 17, 2016
Time: 8am - 9:30am; 12pm - 1:30pm or 5pm to 7pm

The National Club
303 Bay Street
Toronto, ON
M5H 2R1

Dalhousie logo

Dalhousie University invites you to join them for an open house.

To find an open house in your area please visit the 2016 information sessions.

Dalhousie logo

CSI and Dalhousie University have an agreement where Dalhousie University will grant advance standing in the unique MBA (Financial Services) program to professionals who aspired to take their careers to a higher level. Thus far, more than 500 professionals have graduated from the program. If you’ve completed CSI approved courses or a CSI professional designation ( PFP, CIWM, CIM) you may have already earned credits toward this specialized degree. Further details can be found on the Dalhousie University website.

CFP logo

CSI offers three routes to challenge the CFP examination.

Stream 1: Successful completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFC), Financial Planning I (FP I) and Financial Planning II (FP II) prepares and qualifies you to write the Financial Planning Exam Level 1 (FPSC Level 1 (™) Examination in Financial Planning).

Stream 2: Successful completion of the Investment Funds in Canada or the Canadian Securities Course (or the Canadian Investment Funds Course or Canadian Funds Course), the Fundamentals of Financial Planning, and the Building a Mutual Funds Advisory Practice grants you the Certificate in Advanced Mutual Funds Advice. With the addition of the Financial Planning Supplement this route qualifies you to write the Financial Planning Examination Level 1 (FPSC Level 1 (™) Examination in Financial Planning).

Stream 3: Successful completion of the Canadian Securities Course (CSC), the Wealth Management Essentials (WME) and the Financial Planning Supplement (or WME-Financial Planning Supplement) prepares and qualifies you to write the Financial Planning Exam Level 1 (FPSC Level 1 (™) Examination in Financial Planning).

All Candidates must also complete an FPSC-approved Capstone Course before writing the Financial Planning Examination Level 2 (FPE2®).

Visit the CFP Examination section on the CSI website for more information.

For details on how to earn your CFP designation, please visit the Financial Planning Standards Council website.

STEP logo

The Society of Trust and Estate Practitioners (STEP) is an international organization for trust and estates professionals. Completion of the MTI program qualifies you to be exempt from the Wills, Trust & Administration course within the STEP Diploma program. Please refer to the STEP website for further details.

CIMBL logo

Canadian Association of Accredited Mortgage Professionals (CAAMP)

The AMP designation is awarded in Canada by the Canadian Association of Accredited Mortgage Professionals (CAAMP). The designation is awarded to those professionals who meet educational requirements, agree to abide by a code of ethics and submit to ongoing continuing education.

Learning Partners   
Foran Logo

CSI and Foran Financial Institute have partnered to offer the Wealth Management Essentials seminar. Foran Financial Institute is also offering two study tools to help prepare you for the Wealth Management Essentials exam.

CMC logo

Save on Canadian Management Centre Courses

Thanks to CSI's strategic partnership with the Canadian Management Centre (CMC), all CSI students now qualify for the CMC member discount. This represents a savings on a wide variety of courses designed to help you enhance your business and management expertise. Click here to enrol with the exclusive member discount!

STAP logo

Pakistan Society of Technical Analysts

The Pakistan Society of Technical Analysts (STAP) was formed in 2011 in response to a need for a local association promoting technical analysis skills and techniques for investment professionals working in the capital markets of the country. The founding members of the society were professionals employed in the local equity brokerage industry and applied technical analysis in their investment decision making in their capacity as equity traders and technical analysts. With a mutual interest to promote best practices in the field of Technical Analysis, STAP is a developing society of International Federation of Technical Analyst and chapter representative of Market Technician Association. More recently STAP has become an education partner of Karachi Stock Exchange and has entered into a collaboration with the Canadian Securities Institute to offer and provide training and certification courses to individuals who want to upgrade their capital markets knowledge and skills in order to enter into or advance their securities industry careers and meet regulatory requirements.

NEMA logo

National Exempt Market Association

NEMA has partnered with CSI to provide access to a select list of CSI courses at a discounted price. Courses include: Canadian Securities Course, Courses within Moody's Financial Planning and Investment Management Programs, Courses within Moody's Strategic Wealth Management Program, Hedge Funds for Today's Financial Professional, and the Partner, Director and Officers Course.

Licensing and Registration

IIROC logo

By completing specific CSI courses, you’re on your way to meeting the requirements for the IIROC’s* registration categories such as:

* The Investment Industry Regulatory Organization of Canada (IIROC), (formerly the Investment Dealers Association of Canada (IDA) and Market Regulation Services Inc. (RS) which are now one organization)

MFDA logo

Completing the Canadian Securities Course or Investment Funds in Canada Course meets the application requirements needed for licensing as a mutual fund salesperson. Completion of the Branch Compliance Officer’s Course meets the Branch Compliance Officer licensing requirements.

Insurance Regulators

CSI is an accredited provider of the Life License Qualification Program (LLQP) pre-licensing training program. CSI’s Canadian Insurance Course prepares you for the LLQP provincial exam.

International Memberships

CSI is pleased to offer our courses, credentials, and classroom seminars at international universities. Through our University partners, we are able to offer you focused classroom training to assist your financial proficiency and help you better prepare for CSI's exams. By enrolling through our international partners, you will receive instruction from both international and domestic professionals from the financial services industry. You will also benefit from significant cost savings on both international shipping charges for textbooks and international exam administration fees.

IFIE logo

CSI is a founding member of the International Forum for Investor Education (IFIE). IFIE is a non-commercial, private sector organization. IFIE’s primary objective is to improve investor education on a global basis so consumers in all jurisdictions can make informed choices about financial products and investments. For more information, please visit

CSI courses partially satisfy requirements for registration categories within the securities industry for: