CSI will be performing system maintenance on Saturday April 13th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

Our Wealth Management courses and credentials develop a range of competencies, from client-servicing to advanced client-discovery methods, including behavioural finance techniques that enable participants to better understand their clients and build portfolios that help them attain their life goals.

Career Success Factors

  • Sales<BR>Aptitude
    Sales
    Aptitude
  • Product<BR>Knowledge
    Product
    Knowledge
  • Motivation<BR>& Drive
    Motivation
    & Drive
  • Networking<BR>Skills
    Networking
    Skills
  • Attention<BR>To Detail
    Attention
    To Detail
  • Education<BR>& Credentials
    Education
    & Credentials
  • Ethics<BR>& Values
    Ethics
    & Values