At CSI, the well-being of our valued learners and employees is our highest priority. Given the seriousness of the COVID-19 (Coronavirus) many of our advisors are addressing their clients needs during this difficult time. In light of the situation we have decided to postpone upcoming webinars until further notice. Click here to read more about the precautionary actions we are taking.

Financial Health for Seniors

Within the finance community, it's well-known that the issues facing seniors are critical. In addition to being a sizeable demographic with unique requirements, seniors are among the most vulnerable of investors. As an organization that offers licensing courses and advanced designations, CSI would like to contribute in a meaningful way to alleviating the challenges seniors face.

We believe that supporting our designation holders to serve senior clients and their families even better is a role we can play. Based on a survey of our designation holders, we identified topics, types of resources and activities that would help them better serve their senior clients. CSI hopes that this initiative will contribute toward enhancing the advice provided to seniors in the coming years.

Advisory Council

To best shape our approach and program, we created an Advisory Council. We received an overwhelming response with many designation holders offering to engage with us on this initiative. The Advisory Council comprises a mix of designation holders, spanning firms, roles and geographic locations that represent the community. These members will guide our approach in helping all of our designation holders to best serve clients.

Content Committee

In order to support the development of good content, we have created a Content Committee to select and review relevant materials.


CSI will be drawing upon the community to deliver webinars. Here are the speakers we have organized to conduct the initial presentations:

Upcoming Webinars

Registration for webinars closes at 11:59 pm one day prior to the date of the webinar.

Long Term Caring: Aging Issues for Today and Tomorrow

Audrey Miller | TBD

Duration: 60 minutes
Time: 12:00pm to 1:00pm EST

This session will help advisors understand the client experience, while providing insights to attendees who are dealing with their own elder care concerns. Advisors will learn to better serve their clients by understanding the home and community care landscape, and their processes and costs to access services. Planning is a key message.

Past Webinars


Daniel Plouffe | Le 30 mars 2021

Durée: 60 minutes
Heures: 12h à 13h HNE

Nous avons tous déjà entendu parler de cas de fraude financière dans les médias. Mais connaissez-vous les conséquences réelles de ces cas sur les victimes? Je vous invite prendre le temps de discuter de cas vécus de fraudes qui ont affectés certains de nos clients. Nous examinerons des histoires vraies qui ont nui à la vie des clients en général, et en particulier à leur santé financière. Nous terminerons en déterminant ce qu'un conseiller financier peut faire pour aider à prévenir la fraude envers sa clientèle aînée.

Aging-in-Place: The Conversation for Preparedness

Neela White | Feb. 9, 2021

Duration: 60 minutes
Time: 12:00 pm to 1:00 pm EST

Planning early to age-in-place will help your clients live the life they want with confidence and control as they grow older. Most Canadians want to age-in-place—within their own homes and communities—planning can help your clients achieve this goal. The earlier you start helping them prepare, the more equipped you will be to respond to the changes like health, mobility and social connections that may occur as they age.

The changing face of retirement advice

Barry Lavalley | Dec. 12, 2019

Duration: 60 minutes
Time: 12:00pm to 1:00pm EST

The picture of retirement has changed from a generation ago. Today, increasing numbers of clients are embracing the concept of “the modern elder”. This session discusses how that affects later life planning - and how the advisor can become a catalyst, educator and coach for clients entering this new phase of life.

Starting the Conversation

Neela White | Jan. 14, 2020

Duration: 60 minutes
Time: 12:00pm to 1:00pm EST

This session provides perspective on the challenges that encompass aging and will offer solutions for preparedness. There is a critical need to give thought to realistic life plans surrounding aging, having meaningful conversations, and helping to facilitate better outcomes for this important time in everyone's lives.

Understanding the Complexities of Elder Abuse

Raeann Rideout | Jan. 28, 2020

Duration: 60 minutes
Time: 12:00pm to 1:00pm EST

Finance professionals who engage with senior clients play a critical role in recognizing the warning signs of abuse and can offer support to seniors at-risk or experiencing abuse. Advisors will learn the complexities of elder abuse by reviewing case studies to better understand key issues that may become apparent in their daily practice.

Preventing Financial Abuse of Older Adults

Raeann Rideout | Feb. 11, 2020

Duration: 60 minutes
Time: 12:00pm to 1:00pm EST

This session will provide advisors with an overview of financial abuse specific to older adults, and demonstrate, through the use of case studies, the legal options and approaches to empowering older adults and preventing victimization.

Presentation and Handouts

What Does Your Future Look Like?

The Lifestyle and Financial Implications of Aging and Long-Term Care