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LEARNING PATH

Earning the Fellow of CSI (FCSI®) credential requires hard work and dedication - and education is no exception.

To earn the FCSI® you must meet the following educational requirements:

  1. Already hold 1 of the following designations:
    • Personal Financial Planner (PFP®)
    • Certified International Wealth Manager (CIWM)
    • Chartered Investment Manager (CIM®)
    • MTI Estate and Trust Professional (MTI®)
    • Canadian Investment Manager (CIM)
    • Certificate of Financial Planning (PFP / QC) - (Pl. fin. not required.)
    • Derivatives Market Specialist (DMS®)
    • Fellow, Institute of Canadian Bankers (FICB® or FICB)
    • Member, Trust Institute (MTI)
    • Financial Management Advisor (FMA®)
    • Planificateur financier (Pl. fin.)
    • Certified Financial Planner (CFP®)
    • Certified General Accountant (CGA) *
    • Certified Health Insurance Specialist (CHS) (Advocis)*
    • Certified Management Accountant (CMA) *
    • Certified Public Accountant (CPA) *
    • Chartered Accountant (CA) *
    • Chartered Alternative Investment Analyst (CAIA)*
    • Chartered Financial Analyst (CFA®)*
    • Chartered Life Underwriter (CLU®)*
    • Financial Risk Manager (FRM®)*
    • Registered Financial Planner (RFP®)*

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

  1. To round out your knowledge, complete 2 courses from a stream OUTSIDE of your designation stream - see the chart below
  2. Complete the Financial Services Industry: Business Drivers and Challenges (FSDC) course

 

Accepted Courses by Designation

Approved courses

CAN be used towards your FCSI® if you hold this designation

CANNOT be used towards your FCSI® if you hold this designation

Estate and Trust Adminstration (ETA)

CIM®, CIWM, PFP®, FMA®, DMS®

MTI®

Financial Planning II (FPII)

MTI®, DMS®

PFP®, CIWM, CIM®, FMA®

Wealth Management Essentials (WME®)
 (WME® can be used with CIM® or PFP® only if it was not used to achieve the designation)

MTI®, DMS®, CIM®, PFP®

CIWM, FMA®

Investment Management Techniques (IMT®)

MTI®, PFP®, FMA®, DMS®

CIM®, CIWM

Portfolio Management Techniques (PMT®)

MTI®, CIWM, PFP®, FMA®, DMS®

CIM®

Advanced Estate Planning and Trust Strategies (AETS)

PFP®, CIM®, FMA®, DMS®

MTI®, CIWM

Advanced Retirement and Estate Planning Strategies (ARES)

PFP®, FMA®, DMS®

CIM®, MTI®, CIWM

Advanced Retirement Management Strategies (ARMS)

PFP®, CIM®, FMA®, DMS®

MTI®, CIWM

Advanced Investment Strategies (AIS)

MTI®, PFP®, FMA®, DMS®

CIM®, CIWM

Derivatives Fundamentals Course (DFC®)

CIM®, CIWM, PFP®, MTI®, FMA®

DMS®

Financial Markets Risk Management Course (FRM)

CIM®, CIWM, PFP®, MTI®, FMA®

DMS®

Technical Analysis Course (TAC)

CIM®, CIWM, PFP®, MTI®, FMA®

DMS®

Options Supervisors Course (OPSC)

CIM®, CIWM, PFP®, MTI®, FMA®

DMS®

Canadian Insurance Course (CIC / Full-Version Exam)
(No longer available)

CIM®, CIWM, PFP®, MTI®, FMA®, DMS

n/a

Commodities As Investments (CAI)

CIM®, CIWM, PFP®, MTI®, FMA®

DMS®

Chief Compliance Officer's Qualifying Exam (CCO)

CIM®, CIWM, PFP®, MTI®, FMA®, DMS

n/a

Chief Financial Officer Qualifying Exam (CFO)

CIM®, CIWM, PFP®, MTI®, FMA®, DMS

n/a

Branch Manager's Course (BMC)

CIM®, CIWM, PFP®, MTI®, FMA®, DMS®

n/a

Professional Financial Planning Course (PFPC)
(No longer offered)

CIM®, MTI®, DMS®

PFP®, CIWM, FMA®

Partners, Directors and Senior Officers Course (PDO)

CIM®, CIWM, PFP®, MTI®, FMA®, DMS®

n/a

Trader Training Course (TTC)

CIM®, CIWM, PFP®, MTI®, FMA®, DMS®

n/a

Derivatives Fundamentals and Options Licensing Course (DFOL)

CIM®, CIWM, PFP®, MTI®, FMA®

DMS®

Branch Compliance Officer's Course (BCO)

CIM®, CIWM, PFP®, MTI®, FMA®, DMS®

n/a

Professional Banking Courses*

CIM®, CIWM, PFP®, MTI®, FMA®, DMS®

n/a

LLQP Insurance Course  (LIC)

CIM®, CIWM, PFP®, FMA®, DMS®, MTI®

n/a

*CSI will accept Professional Banking courses (for those who have previously completed them or are currently in a cohort), but they are no longer offered publicly.