Some of the other external designations recognized by CSI are:

  1. Certificate of Financial Planning (PFP / QC) - (Pl. fin. not required.)
  2. Personal Financial Planner (PFP®)
  3. Certified Financial Planner (CFP®)
  4. Certified Health Insurance Specialist (CHS) (Advocis)*
  5. Certified Public Accountant (CPA) *
  6. Chartered Accountant (CA) *
  7. Chartered Alternative Investment Analyst (CAIA)*
  8. Chartered Financial Analyst (CFA®)*
  9. Chartered Life Underwriter (CLU®)*
  10. Financial Risk Manager (FRM®)*
  11. Registered Financial Planner (RFP®)*

*External Designation are subject to CSI's External Designation Recognition policy and fee.


Education : The FCSI® requires applicants to meet specific educational requirements including completing supplementary courses and holding an approved financial designation.

Experience : FCSI® applicants must have at least 7 years of financial services work experience within the last 10 years

Ethics : When applying for the FCSI® you must commit to the FCSI® Code of Ethics.

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.

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.

Application/Licence : The initial application fee is $325 and includes your licence fee for the year.

To maintain your FCSI® in good standing, you must:
  • To represent yourself an as active FCSI® in good standing - and to uphold the prestige of your letters - you must renew your designation annually.
  • All FCSI®s must renew their designation by their anniversary date (the date the designation was originally granted). You will receive email reminders 4 weeks and 1 week prior to your deadline.
  • Each FCSI® is required to complete at 12 industry contribution (IC) hours per calendar year, starting the first full year after your earn your Fellow. See below for details
  • Pay a licence fee of $325 (annually)

Learn more about FCSI® Maintenance Requirements

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

*If you hold more than one CSI credential in good standing, you are eligible for a discount on your FCSI® renewal. The discount is tiered depending on how many credentials you have in good standing.

CSI holds itself to the highest standards of honesty, transparency and fairness when dealings with clients, students, designation holders and regulators.
We are committed to ensuring impartiality in carrying out our FCSI® certification activities. We actively manage conflicts of interest to ensure objectivity.
To appeal other certification decisions please email us.