What you’ll learn:
Course work broadens the knowledge of students on the connections between various sectors of an integrated financial services institution. The 360 approach to learning about how different business lines integrate into a financial institution creates the ultimate well-rounded industry ambassador, mentor and advocate. Upon completion students will be able to:
- Discuss business models, requirements, risks, and revenue sources of each sector (personal and commercial banking, personal investing, investment management, investment banking, insurance, mutual funds and exempt market dealing)
- Understand the importance of the financial services industry to the broader economy and why public trust and confidence is vital
- Determine the rationale for integrating the various sectors, and resulting issues
- Distinguish between various types of financial integration
- Describe the profitable functioning of an integrated financial institution
- Articulate the public policy concerns of financial services integration
How students learn:
This course is taught online, students are provided with:
- Online textbook (PDF)
- Online interactive content
- Online multiple choice quizzes
This course is comprised of 2 quizzes (1 at the end of each module) and 1 end of course assessment (Online Test). The quiz and online test formats are stated below:
|Question Format||Multiple Choice|
|Questions Per Quiz||10|
|Number of Tests||1 – end of course assessment|
|Test Format||Online Test|
|Question Format||Multiple Choice|
|Questions per Test||50|
|Test Length||1.5 hours|
|Enrolment Period||6 months†|
* IMPORTANT: There is no maximum to the number of quiz attempts permitted, but only the first passing grade (60% or over) will appear on official web transcript.
*There is no charge for your first attempt at a paper-based exam within Canada, as long as it's at a regular exam center and you provide a minimum of 14 days notice before the date that you want to write the exam. If you would like to write a computer-based exam, an additional fee will be required.
Each subsequent paper-based exam attempt at a regular exam centre within Canada will also require an additional fee. This fee is in addition to any special, computer-based or international fees that may apply. You must provide a minimum of 14 days notice within Canada at a regular exam centre and 4 weeks notice for all other centres. Please note that the date of the exam is not part of any notice period.
Important: During a student's enrolment period, CSI may update this course. In that case, details about the update and how it may affect students will be posted online via My CSI. Students are held responsible for and are examinable on the content in the course textbook(s) provided at the time of enrollment unless stated otherwise in My CSI. Students are encouraged to check My CSI regularly throughout their enrolment period.
Continuing Education (CE) Credits
Click the links below or the buttons at the top of the page on the right side to access CE accreditation information. To search for specific course information, press Ctrl + F and then enter the course name to search the document for the information you are interested in.
National/Provincial (Excluding Quebec)
Download CE Chart (PDF, 163 kb)
Download IQPF/CSF Chart (PDF, 182 kb)
Please note: While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the charts above may be subject to change.
For details on the organizations and other information on CE Credits listed in the above charts, please click here.
This course is now eligible for CFA CE credits. CFA – Confirmation of CE Activities (PDF)