Partner and Industry Relationships

Learning Partners
Licensing and Registration
International Memberships
International Recognition
Learning Partners   


CFP logo

CSI offers three educational routes to the CFP designation.

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

For details on how to earn your CFP designation, please visit the FP Canada website.

Advocis logo

CSI has a collaboration with Advocis to offer Advocis members an expanded range of continuing education and professional development courses focused on the securities markets. Advocis, The Financial Advisors Association of Canada, is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada. With more than 13,000 members in 40 chapters across the country, Advocis is the definitive voice of the profession, advocating for professionalism and consumer protection.

CIMBL logo

Mortgage Professionals Canada (MPC)

The AMP designation is awarded in Canada by the Mortgage Professionals Canada (MPC). 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. Specific CSI lending courses can provide advance standing in the AMP designation program and/or continuing education credits for AMP holders..  

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. Completing the Canadian Securities Course is the base securities course requirement for a Registered Representative (Investment Advisor). See the list of IIROC licensing courses offered by CSI.

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.

Alberta Securities Commission

The Alberta Securities Commissions mandate is to foster a fair and efficient capital market in Alberta. Their site is a source of information for both Investors and Professionals as well as the industry.

Insurance Regulators

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

International Memberships

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

International Recognition

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