About the FCSI®

The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.

By earning this pinnacle credential, you have entered into an exclusive community of financial services professionals in Canada. The FCSI® not only places you among the industry's finest - it makes you one of the most sought-after professionals by clients and employers alike.

When you earn the FCSI®, you become a member of an exclusive group of financial professionals recognized and respected by clients, employers, colleagues and the investing public. commitment to education and willingness to be a distinguished leader, industry ambassador and mentor is unprecedented.

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Benefits of FCSI ®

As an FCSI®, you're part of an elite group of distinguished leaders in financial services. In addition to industry-wide recognition and respect, your Fellowship provides you with the following benefits:

  • National promotion and advertising campaigns that elevate the prestige and profile of the Fellow, including opportunities to be featured
  • Personalized listing on CSI's FCSI® Directory, which helps clients find you and verify your credentials
  • Opportunities to build your leadership profile through teaching seminars, writing articles, writing/reviewing exams and mentoring
  • Discounted CE Packages - exclusively for designation holders
    Access to exclusive Professional Development CE packages to help you complete your CE requirements at a discounted rate. The offer is only available when you renew your designation.
  • Advanced standing into Dalhousie's MBA in Financial Services
    Courses taken to earn the FCSI or achieve securities license requirements can also be recognized under a securities route to the MBA. Learn more about Dalhousie's MBA in Financial Services.

Access to:

    • Prestigious FCSI® trademark designation letters:
      the right to use in marketing materials to promote yourself and your credentials
    • Exclusive webinars:
      stay on top of the latest industry topics
    • FCSI® Portal login:
      unlock online resources, publications and customizable marketing materials to help you build your practice
    • FCSI® LinkedIn group:
      Network with other leaders and contribute to valuable discussion
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Path to FCSI®

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Learning path

RenewFCSI®

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