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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 Designations

A CSI designation is more than an education in financial services and wealth management – it's a professional certification and business advantage. Your designation is proof you've achieved:

  • An accredited financial industry standard
  • Specific knowledge in complex skill areas
  • Critical analytical abilities to respond to client needs

All of which can advance your career and make you more marketable.

Advance your career and further your financial knowledge by earning one of CSI’s four designations:


Earn your designation and demonstrate your financial industry proficiency.

CSI offers financial services designations to fit your career aspirations.

CSI is the leading provider of financial services credentials and designations 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.