FCSI Toolkit

The new FCSI toolkit provides you with a set of materials to help promote yourself as a Fellow of CSI, and help your clients understand what your FCSI means. By using “FCSI” in your business materials and literature, you'll not only be identifying yourself a top professional in the industry, you'll also be helping to build awareness of the industry’s pinnacle finacial leadership credential. See below for the list of materials.

FCSI Professional Practice Guide
FCSI To Do List to help market yourself
Letter template for clients "Your Advisor Has Become a Fellow of CSI"
Letter template for clients "Your Advisor is a Fellow of CSI"