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Partner and Industry Relationships

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


CFP logo

CSI has an agreement with the Financial Planning Standards Council to offer three educational routes to the CFP designation.

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 FP Canada-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.

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.

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!

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.

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

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: