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  1. ABOUT CSI

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  2. THE CSC & IFC

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  3. OUR COURSES

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  4. DESIGNATIONS & CREDENTIALS

    1. BUSINESS BANKING

      1. Certificate in Commercial Credit
      2. Certificate in Small Business Banking
    2. FINANCIAL PLANNING

      1. Certificate in Advanced Mutual Funds Advice
      2. Certificate in Advanced Financial Advice
      3. Certificate in Financial Services Advice
      4. Certificate in Personal Banking
      5. Personal Financial Planner (PFP®) designation
    3. INVESTMENT MANAGEMENT & TRADING

      1. Certificate in Advanced Investment Advice
      2. Certificate in Advanced Mutual Funds Advice
      3. Certificate in Derivatives Market Strategies
      4. Certificate in Equity Trading and Sales
      5. Certificate in Fixed Income Trading and Sales
      6. Certificate in Investment Dealer Compliance
      7. Certificate in Technical Analysis
      8. Chartered Investment Manager (CIM)® designation
      9. Fellow of CSI (FCSI®)
    4. LEADERSHIP, MANAGEMENT & COMPLIANCE

      1. Certificate in Banking Management
      2. Certificate in Investment Dealer Compliance
      3. Fellow of CSI (FCSI®)
    5. RETAIL BANKING

      1. Certificate in Banking Management
      2. Certificate in Financial Services Advice
      3. Certificate in Personal Banking
      4. Personal Financial Planner (PFP®) designation
    6. WEALTH MANAGEMENT

      1. Certificate in Advanced Investment Advice
      2. Certificate in Estate Planning and Trust Strategy
      3. Certificate in Retirement Strategy
      4. Certified International Wealth Manager (CIWM) designation
      5. MTI – Estate and Trust Professional®
  5. CORPORATE SOLUTIONS
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At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19.

Accessibility for Individuals with Disabilities – CSI Policies

Dear Valued Students:

CSI is committed to providing goods and services in a manner that is accessible for individuals with recognized disabilities and complying with the mandatory customer standard addressed in Ontario Regulation 429/07 ("Customer Service Standard") under the Accessibility for Ontarians with Disabilities Act ("AODA").

Access the Request for Accommodation Form.

Please send form and documentation to,

Attention: Accessibility Intake Representative
200 Wellington Street, 15th Floor
Toronto, ON
M5V 3C7

Tel: 1 (866) 866-2601 (within Canada and the U.S.) or 416-364-9130
Fax: 1 (866) 866-2660 (within Canada and the U.S.) or 416-359-0486
Email: accessibilities@csi.ca

Please allow 10 business days for a response after all required documents have been received.

Multi-Year Accessibility Plan

We are committed to making accessibility throughout the organization a reality. We will continue to identify and remove barriers in order to create accessible spaces and services that everyone can use. Review our Multi-Year Accessibility Plan and Accessibility Policy for more information.

Feedback

We would like to hear your comments, questions and suggestions about the provision of our goods or services to people with disabilities.

Feedback should be addressed to an Accessibility Intake Representative, and can be sent in writing, by telephone, by fax or by email to the above noted address.

Thank you.

CSI

What's New

What's New

  • CE Cycle 9
  • CE Tracker Tool
  • Investing in Inflationary Times
  • CE Finder Tool
  • Investment Dealer Supervisors Course (IDSC)

Top Courses

Top Courses

  • Canadian Securities Course (CSC®)
  • Investments Funds In Canada (IFC)
  • Personal Financial Services Advice
  • Wealth Management Essentials
  • Derivatives Fundamentals Course

Find Courses

Find a Course

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Corporate Solutions

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  • Newcomers to Canada
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