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At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

Knowing the Investor


The Knowing the Investor course has been developed to help financial professionals in Quebec regulated under Chambre de la sécurité financière (CSF) and l’Institut québécois de la planification financière (IQPF) meet continuing education requirements in Compliance with standards, ethics and professional practices.

This training describes concepts, details and regulations regarding your professional conduct and protection of the public. All of these elements have a common source: know your client (KYC), one of the cornerstones of the investment industry.