Fellow of CSI (FCSI^®)

How to become an FCSI?

To become a Fellow of CSI, you will be assessed under the following categories of education, experience and ethics.

What are the Education Requirements?

In order to earn your FCSI you must meet the following education requirements:

• Already hold 1 of the following designations:
  • Personal Financial Planner (PFP^®)
  • Certified International Wealth Manager (CIWM)
  • Chartered Investment Manager (CIM^®)
  • MTI Estate and Trust Professional (MTI^®)
  • Certified Financial Planner (CFP^®)
  • Chartered Financial Analyst (CFA^®)
  • Chartered Life Underwriter (CLU^®)
  • Registered Financial Planner (RFP)
  • *External Designation Recognitions are subject to CSI's External Designation Recognition policy and fee.
• Financial Services Industry: Business Drivers and Challenges (FSDC) course
• Complete 2 courses from the following list of eligible courses: (These courses must be from a different stream than that leading to the Designation(s) you already hold.)
  • Estate and Trust Administration (ETA)
  • Financial Planning II (FPII)
  • Wealth Management Essentials (WME)
  • Investment Management Techniques (IMT)
  • Portfolio Management Techniques (PMT®)
  • Advanced Derivatives Market Strategies (ADMS)
  • Advanced Investment Strategies (AIS)
  • Derivatives Fundamentals Course (DFC®)
  • Technical Analysis Course (TAC)
  • Options Supervisors Course (OPSC)
  • Chief Compliance Officers Qualifying Examination (CCO)
  • Branch Managers Course (BMC)
  • Branch Compliance Officer's Course (BCO)
  • Partners, Directors and Senior Officers Course (PDO)
  • Trader Training Course (TTC)
  • Derivatives Fundamentals and Options Licensing Course (DFOL)
  • LLQP Insurance Course (LIC) or The Canadian Insurance Course

Or complete the full Dealing with High Net Worth Clients program.

View which courses can be used towards your FCSI by designation

What are the Experience Requirements?

The experience component of FCSI requirements demands that you:

• Have 7 years of financial services work experience within the past 10 years

What are the Endorsement Requirements?

On your application you must provide contact information for an individual who will endorse your application who is either:

• A direct supervisor;

What are the Ethics Requirements?

As an FCSI, you are required to uphold the highest ethical standards and set the code of conduct in your field. As part of your initial application and your maintenance requirements, you must sign an Ethical Conduct Statement.

Application

• Complete the FCSI application form, which includes confirmation of your work experience and your endorsement.