Welcome to CSI

Your Bridge from Academic to Professional

Our aim is to help you transition from post-secondary studies to the financial services industry at an accelerated pace. Our courses and certifications not only serve to further enhance your school curriculum—they provide you with a seal of approval that will earn you recognition from top-tier financial institutions.

Since 1970, the Canadian Securities Institute has been setting the standard for financial services education in Canada as the most experienced and trusted educator—as determined by regulatory authorities and top financial employers across the country. CSI is part of Moody's Analytics Learning Solutions and offers more than 270 courses and credentials. Our expertise extends across the financial services spectrum to include securities and portfolio management, banking, trust, insurance, financial planning and high net worth wealth management.

Industry recognized credentials

Acknowledged by the top financial institutions in Canada

Increased earning potential and improved employability

Differentiate yourself from your colleagues and stand out from the crowd

Kick-Start your Financial Career

You are at the starting line of your career and where to go next can be overwhelming. To kick-start a promising career in Canada's financial market, CSI offers two foundational licensing courses:

Want to enroll in one of these licensing courses? Skip down to enroll.

Taking the CSC® or IFC will enable to you to:

Fulfill basic regulatory requirements
Stand out to potential employers in a sea of resumes
Increase your capacity to earn more

Don't just get schooled—get recognized

We know you've been working hard at hitting the books. With our industry leading CSI courses stamped on your resume, doors will open to the many possibilities that exist in the market.

  • Receive course exemptions for topics already covered through your college curriculum
  • Participate in dedicated exam sittings within the college campus
  • Enjoy a 10% discount on course fees as well as flexible payment options for the CSC® course
  • Get free exam prep (check) products to build confidence and assess readiness to take your exams

What our students are saying

EnrolL in Our Courses

1 Select Your School

2 Choose a Course Category

Licensing Courses

Canadian Securities Course
Online, interactive version with hard-copy textbook
$1165.00
Canadian Securities Course
Online, interactive version with PDF textbook
$1065.00
Investment Funds in Canada
Online course with hard-copy textbook
$445.00
Investment Funds in Canada
Online course with PDF textbook
$395.00
LLQP Insurance Course (Common Law)
(Prerequisite course to qualify to write the provincial Life License Qualification Program (LLQP) examination for all provinces and territories excluding Quebec)
$395.00
LLQP Insurance Course (Civil Code)
(Prerequisite course to qualify to write the provincial Life License Qualification Program (LLQP) examination for the province of Quebec only)
$395.00
LLQP Insurance Course (Canada)
(Prerequisite course to qualify to write the provincial Life License Qualification Program (LLQP) examination for all provinces and territories including Quebec)
$395.00
Derivatives Fundamentals Course
Online, interactive version with hard-copy of textbook
$955.00
Derivatives Fundamentals Course
Online, interactive version with online textbook (PDF)
$880.00
Derivatives Fundamentals and Options Licensing Course (DFOL)
Online version, with printed DFOL textbook
$1325.00
Derivatives Fundamentals and Options Licensing Course (DFOL)
Online version, with electronic DFOL textbook (PDF)
$1250.00
Options Licensing Course
Online version, with printed textbook
$675.00
Options Licensing Course
Online version, with electronic textbook (PDF)
$600.00

Financial Advisors / Financial Planners

Personal Financial Services Advice
Complete online course with printed textbook
$725.00
Personal Financial Services Advice
Complete online course with eBook
$650.00
Financial Planning I
Complete online course with printed textbook
$800.00
Financial Planning I
Complete online course with eBook
$725.00
To achieve the Certificate in Financial Service Advice Click Here
Financial Planning II
Complete online course with printed textbook
$800.00
Financial Planning II
Complete online course with eBook
$725.00
Applied Financial Planning (AFP) Certification Examination
$625.00
To achieve the Personal Financial Planner designation Click Here

Personal Lenders

Personal Lending & Mortgages
$565.00
Certificate in Personal Banking Examination
$310.00
To achieve the Certificate in Personal Banking Click Here

Small Business Advisors

Understanding the Small Business Environment (USBE)
$360.00
Building Relationships with Small Business Clients (BRSB)
$360.00
Delivering Small Business Solutions (DSBS)
$360.00
Small Business Advisory Certificate Examination (SBAE)
$300.00
To achieve the Certificate in Personal Banking Click Here

Commercial Lenders

Moody's Analytics Commercial Lending (CLCA) with eBook
$1240.00
Moody's Analytics Analyzing Commercial Real Estate (ACRE)
$495.00
Moody's Agribusiness Lending (AL)
$495.00

Investment Advisors

Conduct and Practices Handbook Course
Complete online program
$760.00
Conduct and Practices Handbook Course Package
Complete online program, plus textbook
$835.00
Wealth Management Essentials (WME) Online
$1350.00
Wealth Management Essentials (WME) Online with Textbook
$1450.00

Compliance

Canadian Securities Course
Online, interactive version with hard-copy textbook
$1165.00
Canadian Securities Course
Online, interactive version with PDF textbook
$1065.00
Branch Managers Course
Online course with PDF textbook
$1240.00
Investment Funds in Canada
Online course with hard-copy textbook
$445.00
Investment Funds in Canada
Online course with PDF textbook
$395.00

Study Tools

AFP Exam Prep Tool - Bankers Path
$1165.00
AFP Exam Prep Tool - Investment Advisors Path
$1065.00
AIS Check
$1240.00
BCO Check
$445.00
CPH Check
$150.00
CSC Check
If you enrolled in the CSC on or after December 18, 2019, please enrol in this check product.
$195.00
CSC Check
If you enrolled in the CSC before December 18, 2019, please enrol in this check product.
$195.00
Communicating to Succeed: Business Communications
$160.00
Communicating to Succeed: Business Writing
$160.00
Communicating to Succeed: Interpersonal Communications Course
$160.00
DFC Check
$150.00
DFOL Check
$150.00
Financial Investment Calculations Toolkit
$95.00
Financial Planning Calculations E-tutorial
$45.00
Financial Planning Calculations E-tutorial with Sharp EL-738F Calculator
$85.00
FP I Check
$150.00
FP II Check
If you have enrolled in the course on or after October 30 2019 please enroll in this check product.
$150.00
FP II Check
If you have enrolled in the course on before October 30 2019 please enroll in this check product.
$150.00
FPSU Check
$150.00
Financial Statement and Ratios e-Tutorial
$55.00
IFC Check
$150.00
IMT Check
$150.00
Macro- and Microeconomics e-Tutorial
$55.00
PDO Check
$150.00
PMT Check
$150.00
WME Check
$150.00

Start Small, Dream Big

Once you have completed your CSC® or IFC, the financial services market becomes your oyster. Use the tool below to explore future career options.

We know this can be too much to absorb in one go. Feel free to reach out to us at customer_support@csi.ca and one of our representatives will be happy to answer any specific questions you may have.

Get in Touch

CANADA and USA

1.866.866.2601
(8:00AM - 8:00PM EST)

INTERNATIONAL

1.416.364.9130
(8:00AM - 8:00PM EST)
customer_support@csi.ca