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- Certificate in Financial Services Advice (CFSA)
- Certificate in Advanced Financial Advice (CAFA)
- Certificate in Advanced Investment Advice (CAIA)
- Certificate in Small Business Banking (CSBB)
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- Certificate in Investment Dealer Compliance (CIDC)
- Certificate in Derivatives Market Strategies (CDMS)
- Certificate in Retirement Strategy (CRS)
- Certificate in Estate Planning & Trust Strategy (CETS)
- Certificate in Commercial Credit (CICC)
- Certificate in Personal Banking (CPB)
- Certificate In Bank Management (CBM)
- Micro-Certificate in Alternative Investments (MCAI)
- Micro-Certificate in Applied Behavioural Finance (MCABF)
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- Fellow of CSI (FCSI®)
- Personal Financial Planner (PFP®)
- Chartered Investment Manager (CIM®)
- Certified International Wealth Manager (CIWM)
- Designated Financial Services Advisor (DFSA™)
- Estate & Trust Professional (MTI®)
- CSI Path to Certified Financial Planner (CFP®)
- CSI Path to Qualified Associate Financial Planner (QAFP™)
- CSI Path to Financial Planning Program – Quebec (IQPF)
- View All Designation Pathways
- Personal Financial Services Advice (PFSA)
- Financial Planning I (FP I)
- Financial Planning II (FP II)
- Financial Planning Supplement (FPSU)
- Investment Advisors Training Program (IATP)
- Financial Planning Integration Course (FPIC)
- Applied Financial Planning Certification Exam (AFP)
- CIWM Certification Examination
- Life Licence Qualification Program Insurance Course (LLQP)
- View All Courses
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CFSA: Preferred Credential for Personal Bankers
Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Meet CE Requirements Quickly and Easily
Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
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Drive Effective Client Conversations
Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
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Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
- Exams & Administration
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Canadian Securities Course CSC®
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Preparing to Take Your CSI Exam?
Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
- Credentials
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Credentials That Matter
Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.
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FCSI® – The Highest Honour in Financial Services
Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI (FCSI®).
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PFP® – The Premier Credential for Financial Planners
Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
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CIM® – The Recognized Credential for Investment Managers
Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
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CIWM – The Leading Credential for Wealth Managers
Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
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MTI® – Prestigious Credential for Trust & Wealth Managers
Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
- Corporate Solutions
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Find Qualified Candidates Faster
Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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Find Qualified Candidates Faster
Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
- Insights
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Webinars to Boost Financial Literacy
During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
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Become a Speaker With CSI
CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
- About
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Featured Product
PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Welcome to CSI’s Press Releases. Find the latest news releases to learn more about us.
Please use the Request More Information form for Media inquiries.
CSI approved for financial advisor title use in Ontario
Latest designation helping to promote consistency, professionalism and confidence within financial services marketplace
September 1, 2022 FSRA Approves Third Credentialing Body to Grant and Oversee Financial Planner Title Use in Ontario
CSI has been approved by the Financial Services Regulatory Authority of Ontario (FSRA) as a credentialing body under the Financial Professionals Title Protection Framework. CSI's Personal Financial Planner (PFP®) designation is now an approved credential for Financial Planner title use in Ontario.
May 4, 2022 CSI Free Webinar Series to Support Canada’s National Financial Literacy Month
CSI is proud to extend its support of Financial Literacy Month with dedicated resources free to all Canadians. In partnership with leading financial services providers, CSI will host a series of webinars to share best practices for achieving financial goals.
October 20, 2021 CSI Launches Computer-Based Exams and Remote Proctoring
CSI has announced that students will now be able to take exams online with remote proctoring. Students can now complete CSI’s exams from their home or office without travelling to an exam center. In-person computer-based testing is now also available at dedicated test centers in 14 major Canadian cities and internationally.
December 14, 2020 CSI Launches Free Webinar Series to Bolster Financial Literacy
CSI has launched a public awareness campaign in support of Financial Literacy Month, focusing on educating Canadians with free resources to help them manage their finances better and navigate the Covid-19 pandemic better.
November 2, 2020 CSI Launches Initiative to Promote Better Financial Health for Seniors
CSI is pleased to announce the launch of its Financial Health for Seniors project. Through this initiative, CSI will equip financial advisors with free resources for advising seniors and their families.
November 28, 2019 Canadian Securities Institute Launches New Alternative Strategies Course
CSI is pleased to announce a new course, Alternative Strategies: Hedge Funds and Liquid Alts. The course prepares Canada’s investment advisors to advise on and sell Alternative Mutual Funds, otherwise known as Liquid Alts.
January 30, 2019