The Fellow of CSI (FCSI^®) - the pinnacle financial services credential - is reserved for financial services professionals who have met rigorous standards for industry experience and advanced education. To date, more than 3,500 professionals have earned this title - an exclusive group when you consider the scale of the financial industry.

From time to time, CSI awards an Honorary FCSI^® to a select individual (up to 2 per year) to recognize distinguished leadership in financial services.

HONORARY FCSI^® NOMINATION PROCESS

Each year, active FCSI^®s are invited to nominate someone who meets the eligibility requirements for the Honorary FCSI^®. Nomination submissions are written and must include:

• A letter that clearly explains the reasons for nomination and why the candidate deserves an Honorary FCSI^®]
• A curriculum vitae of the nominated person

A letter may be requested from the candidate's employer on a case-by-case basis.

HONORARY FCSI^® ELIGIBILITY REQUIREMENTS

To be eligible for the Honorary FCSI, candidates must meet and maintain all of the following criteria:

• Minimum of 10 years of financial services industry experience
• An exception may be made, on a case-by-case basis, if the Selection Committee (a sub-committee of the FCSI^® Advisory Council) finds that the candidate has made a significant contribution to the financial services industry
• Demonstrated commitment to promoting investor education - for example:
• Published articles, journals, periodicals, etc.
• As a guest speaker on radio/television
• Public speaking engagements
• Adhere to the FCSI^® Code of Ethics once the Honorary FCSI is granted
• A citizen of good standing, as evidenced by extracurricular or community involvement

HONORARY FCSI^® SELECTION PROCESS

• All nominations are referred to the FCSI^® Advisory Council for selection and approval (2/3 of Council members must approve the nomination)
• The Canadian Securities Institute^® (CSI) must also approve the nomination