Learning Solutions that Work

Best-in-Class Training Customized for Your Workplace

Create Top Performers

CSI's financial services licensing courses are widely recognized and highly regarded by industry participants and by the regulatory authorities. We provide structured learning bolstered by customized solutions that help employees quickly adapt their newly acquired skills to the workplace.

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Training by the Experts

Many of our clients switched from in-house training to our learning and development solutions because they know we're the best at what we do. We have the resources, the talent and the experience to do it right. We also consult with you every step of the way to create tailored solutions that fit your needs and that align learning outcomes with your business goals. So let us take care of your employee training needs while you focus on doing what you do best to grow your business.

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Our Story

We've been training people in the financial services industry for a long time. We've seen many changes since our humble beginnings, and we've changed too. But one thing hasn't changed: we're still the premier provider of training and development solutions in the industry. Today, as always, our talented team of experts cares deeply about providing the best in financial services education. Take a look at our story.

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