Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu

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 Services Advice Certificate banner

Certificate in Financial Services Advice

The Certificate in Financial Services Advice is specifically tailored to support your career progression in any financial advisory role. This certificate also provides foundational knowledge for any financial services professional in any role, helping you better understand the front-line of client-facing financial advice.

What Skills will you Develop?

Foundational knowledge for financial planning. An understanding of financial advice best practices. Develop strong client relationships.
Understanding of Canadian investment funds. Compliance with Licensing Requirements.