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At CSI, the well-being of our valued learners and employees is our highest priority. Given the seriousness of the COVID-19 (Coronavirus) 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 attests that you have the skills and knowledge that reflect today s industry practices.

It is the only program of its kind in Canada that combines licensing with financial planning knowledge and practice, and is a testament to the competence of a financial planner.

The path to the Certificate in Financial Services Advice is specifically designed to support your career progression in a financial advisory role.

NOTICE - 5 YEAR RULE: The educational path must be completed not more than 5 years prior to being granted the certificate. If an individual has exceeded the 5 year time line, completion of the highest level requirement in the educational path (or equivalent) will be required prior to being granted the certificate.

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Who Should Enrol

Individuals who are working in the financial services industry seeking to grow their knowledge and take their careers to the next level.

Completion of this certificate also leads to the following credential:


This certificate will prepare you to:

  • Synthesize customer information to provide quality advice to clients
  • Build trustworthy and credible client relationships
  • Identify strategies for satisfying clients with varying needs, goals and objectives
  • Evaluate the merits of different financial tools to create value for clients
  • Assess the current financial climate in relation to client risk tolerance
  • Build positive and profitable client relationships through communication, trust and credibility
  • Establish a loyal client base through adherence to superior performance and service standards