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At CSI, the well-being of our valued learners and employees is our highest priority. Given the seriousness of the COVID-19 (Coronavirus) and the danger of contagion, effective March 16, 2020, we have suspended all in-person exams in Canada and internationally until further notice. Click here to read more about the precautionary actions we are taking during these difficult times.

Making Your Message Stick with Today's Client


Today's advisors are facing challenges unlike anything they have experienced in the past.

There is a paradigm shift taking place in the financial advice industry and from this change a 'new' kind of advisor will emerge - one whose value proposition focuses on the client, rather than on product offerings.

CSI is pleased to partner with Barry LaValley to present a new webcast series Making Your Message Stick with Today’s Client: The 'right-brain' approach to differentiating your value. This webcasts series consists of four webcasts and additional readings, which will focus on providing you with effective communication skills that can help set you apart from your competition. You will also be given a small quiz to assess your learning.

Barry is a dynamic facilitator and a pioneer in the life stage planning approach to wealth management, linking a client's life plan to his or her wealth plan.