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
"Even with my MBA, I found it difficult to find a position within the finance industry. Getting the CSC gave me a competitive advantage and made it much easier."
Andrew Manis, MBA, CSC | Senior Manager, Strategy and Analytics at Royal Bank of Canada
"This is financial literacy, financial knowledge that the everyday individual can use to empower themselves."
Katie Backus | Business Development Associate at Omers Investment Management Inc.
"When I put the CSC on my resume, it opened so many doors for me. I even had the privileged of choosing the job I wanted most."
Ela Karahasanoglu | Principal and Manager Researcher at Mercer
"The CSC was a fraction of the cost of my university degree, and I think I got more of a return out of it."
Umair Alam, CSC | Inside Sales Representative at Dynamic Funds
"The CSC® was the first step in understanding the financial landscape in Canada."
Maria Diaz, CSC | Executive Assistant at Assante Wealth Management
"Today's investors are looking for sophistication. The PFP helps advisors provide a higher level of financial advice to clients"
Shannon Wood, PFP®, FMA, FCSI® | Senior Manager Strategic Execution, RBC
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 firstname.lastname@example.org and one of our representatives will be happy to answer any specific questions you may have.
Get in Touch
CANADA and USA