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The Path to the FCSI®

To become an FCSI, you will be assessed under education, experience and ethics categories.


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

The following Professional Banking courses (for those who have previously completed them or are currently in a cohort) are also accepted:

View which courses can be used towards your FCSI by designation


The experience component of FCSI requirements demands that you:

  • Have 7 years of financial services work experience within the past 10 years
  • Complete the FCSI application form, which includes confirmation of your work experience


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

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