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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.
Not sure which continuing education course is right for you? Explore our CE finder tool.
Get StartedThis course is not available for sale.
In a competitive investment environment, the loyalty and respect of your clients are some of your most valuable professional assets. This CE online mini-course offers an overview of the Client Relationship Model Phase 2 and highlights significant changes involving the disclosure of fees and compensation, client account statements and trade confirmations, and enhanced performance reporting. This course also provides tips on effective communication and how to handle difficult conversations. The Enhancing Client Relationships – CRM Phase 2 is an online mini-course that explains important new IIROC and MFDA requirements.
The course will not only help reduce the likelihood of client complaints or compliance issues, but it can also assist you in developing deeper and longer-lasting client relationships.
Enhancing Client Relationships – CRM Phase 2 is designed for investment advisors, mutual fund and exempt market dealing representatives, supervisors, compliance personnel, and other financial services professionals who require currency with the Client Relationship Model Phase 2. It is also recommended for individuals who are subject to compliance and CE requirements for professional development.