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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.

Credentials Certificates

CSI's certificates:

  • Offer you specialization in a specific knowledge area
  • Display your commitment to accomplishing a CSI financial services designation
  • Motivate and keep you moving towards your designation

CSI is the leading provider of financial services training in Canada. With more than 55,000 students and graduates holding one or more designations, CSI has earned its reputation as a leading provider of financial learning credentials and certifications.

Advance your career and work towards your designation with certificates in:

Certificate in Retirement Strategy Certificate in Investment Dealer Compliance Certificate in Financial Services Advice Certificate in Small Business Advisory Certificate in Derivatives Market Strategies Certificate in Estate Planning and Trust Strategy Certificate in Advanced Investment Advice Certificate in Fixed Income Trading and Sales Certificate in Equity Trading and Sales Certificate in Advanced Mutual Funds Advice Certificate in Personal Banking

Earn your certificate and demonstrate your financial services knowledge.