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Obtain the most reputable financial services license in Canada to develop your professional potential.
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Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Explore continuing education courses and meet your requirements for CSI, IIROC, CSF and other professional associations or certifications.
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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 different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Take the first step towards meeting your career goals.
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Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
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Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.
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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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Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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Join us to explore the advantages of expanding your skillset to compliment licensing in our upcoming free webinar.
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During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
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CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
This course is not available for sale.
Successful mutual fund reps understand that a client’s financial needs and objectives shift over time. This means their financial and investment plans must be adaptable and meet regulatory and ethical standards. If representatives really want to stand out to clients they need to broaden their knowledge of the financial products and tools available to assess what’s best for today’s clients.
The Building a Mutual Funds Advisory Practice (BMAP) course will provide independent mutual fund advisors with the opportunity to think critically about their practice. By taking this course mutual fund advisors will obtain better practice management techniques by developing an action plan to grow their book of business. Advisors will learn how to apply a systematic approach to investment management including portfolio theory, strategic asset allocation and rebalancing. They will also be able to better explain the structures, risks and benefits of various products and be able to compare them to mutual funds as well evaluate their suitability for the investor.
Upon completion of this course, you will be able to:
The Building a Mutual Funds Advisory Practice course will benefit mutual fund representatives, mutual fund sales representatives, or Insurance Sales Agents in a private practice. The course will also appeal to those who are on the path to the Certificate in Advanced Mutual Fund Advice. It will appeal to anyone interested in becoming a financial planner or earning the CFP® or PFP® industry designation.