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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.

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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