Earning the FCSI®

  1. Education
    • The FCSI® requires applicants to meet specific educational requirements including completing supplementary courses and holding an approved financial designation.
  2. Experience
    • FCSI® applicants must have at least 7 years of financial services work experience within the last 10 years
  3. Ethics
  4. Endorsement
    • You must provide contact information for an individual who will endorse your application who is either :
      • A direct supervisor; or
      • A sponsor who is a practicing FCSI®. If you don't yet have a sponsor, pair up with one through the FCSI Mentoring program.
  5. Trademarks
    • You are also required to agree to the terms of the FCSI® Trademark Licence Agreement, which grants you the right to use the FCSI® trademarks in your own marketing.
  6. Application/Licence
    • The initial application fee is $275 and includes your licence fee for the year.

Maintaining the FCSI®

To maintain your FCSI® in good standing, you must:

Learn more about FCSI® Maintenance Requirements

For inquiries about FCSI® requirements, please email us at our special FCSI® email address.