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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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Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
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Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
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Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
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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.
It’s more critical than ever for individuals to have a firm grasp of the financial world – including you, the investor. That’s why CSI is proud to offer the Canadian Securities Course (CSC®) for Investors.
The content for the CSC for Investors is parallel to that of the original Canadian Securities Course (CSC®) that financial professionals take as the foundation course for their careers in financial services. By working off of a similar foundation to that of a financial professional, you can get the most out of your partnership with your financial advisor – working together to have better discussions, make informed decisions and maximize your investment potential.
By completing the CSC® for Investors, you will:
The CSC® for Investors is for individuals looking to boost their personal knowledge about investing, and completing the course does not lead to licensing and registration requirements with regulatory authorities. If you are interested in a financial services career, you must take the original Canadian Securities Course (CSC®) in order to meet regulatory licensing and registration requirements.
Course (CSC®) for Investors | Canadian Securities Course (CSC®) | |
---|---|---|
Leads to licensing and registration | ||
Exams | ||
In-depth quality content | ||
Online learning | ||
Unlimited use of interactive learning exercises | ||
Access to CSI’s expert academic support | ||
Access to course-taker discussion boards | ||
1 year enrolment in course | ||
Eligible to purchase course extension | ||
Wall certificate upon passing exams | ||
Academic transcript issued upon passing exams | ||
Notice of Course Completion issued upon passing exams | ||
Prices starting at | $N/A | $N/A |