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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.

Financial Planning & Insurance Courses

If you’re the kind of person who loves helping other people achieve their dreams, while you work towards yours… consider a rewarding career in financial planning.

This is one of the more ‘personal’ parts of the banking field, focusing on helping others through advice, service, and products that help protect them against risk, as they work towards financial independence.

It’s a place where moving up is measured by the quality and quantity of relationships you foster and retain.

This is reflected by longer commitment periods (how long you must stay in the job). That’s because today’s financial institutions are seeking to give greater consistency and predictability for clients, employees, and their organizations.

Career Success Factors

Career Success Factors

Financial Planning & Insurance in Canada

Retail Banking in Canada

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Credentials

PFP