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

YOU WILL 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.

Help us improve our website by providing some feedback on your experience.

Take Survey