Financial Literacy Month

Every November, in celebration of Financial Literacy Month, we host a series of webinars and events to bolster financial literacy for the investing public. Our goal is to help Canadians understand their finances better and empower them to be resilient in the changing economic landscape.

Upcoming Webinars

This year, our webinar series focuses on the latest trends and topics in the Canadian financial services industry. The webinars are available at no charge. If you are unable to attend, we recommend you still register. We'll send you a link to the webinar recording once it becomes available. Registration will close at 11:59 pm, one day before the webinar date.

Personal Financial Planner (PFP^®) Virtual Graduation Celebration

Speakers: Stuart Gray | Carissa Lucreziano
Date: November 30, 2021
Duration: 60 minutes
Time: 12:00pm to 1:00pm ET

Join our annual virtual graduation celebration to recognize and congratulate the class of 2020-2021 for their successful completion of the Personal Financial Planner (PFP^®) designation. Register now for free to join your fellow graduates and hear from guest speakers. You can view the list of graduates on our website.

CSI Designations Virtual Graduation Celebration

Speakers: Tiffany Harding
Date: November 30, 2021
Duration: 45 minutes
Time: 2:00pm to 2:45pm ET

Join our annual virtual graduation celebration to recognize and congratulate the class of 2020-2021 for their successful completion of the Chartered Investment Manager (CIM^®), Certified International Wealth Manager (CIWM), MTI^® Estate & Trust Professional (MTI^®) and Fellow of CSI (FCSI^®) designations. Register now for free to join your fellow graduates and hear from guest speakers. You can view the list of graduates on our dedicated CIM^®, CIWM, MTI^® and FCSI^® websites.

2021 Graduates

During Financial Literacy Month, we celebrate CSI students who have recently achieved one of our prestigious designations. View our 2021 graduating class for each designation below.

On-Demand Webinars

We organize several webinars every year during Financial Literacy Month and beyond on a broad range of financial topics that benefit the investing public and financial advisors. Watch our on-demand webinars through our dedicated Resources Hub. You must hold a CSI designation in good standing or have an active annual subscription to access some content.

Become a Speaker

We are constantly looking for experienced and knowledgeable speakers to conduct webinars on various topics in the financial services landscape. To this effect, we recently introduced CSI Podium, a unique initiative created in the spirit of our mission to provide thought leadership and real-world training.

This exclusive platform offers CSI designation holders and interested parties opportunities to speak on topics that will benefit their clients, colleagues and the investing public through webinars. Speakers are also awarded CE credits for giving back to the CSI designation community.

Visit the CSI Podium web page to learn more about becoming a speaker and conducting a webinar with us.

Disclaimer

The content on this site is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our site constitutes a solicitation, recommendation, endorsement, or offer of specific financial products or services. Links to other websites on the World Wide Web are aggregated for your convenience in locating related information and services. These websites are maintained by third parties over which CSI exercises no control. Accordingly, CSI expressly disclaims any responsibility for the content, the accuracy of the information, the quality of products or services provided by or advertised on and/or software downloaded from these third-party websites. Moreover, these links do not imply an endorsement of any third party or any website or the products or services provided by any third party.