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At CSI, the well-being of our valued learners and employees is our highest priority. Given the seriousness of the Coronavirus (COVID-19) 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.

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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.