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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.
The Insurance Ethics and Professional Practice module is a required top-up course if you are currently registered to sell life insurance and/or accident and sickness insurance and wish to expand your practice to Quebec or if you are licensed in Quebec and are seeking to expand your practice into another province. Please make certain to enrol in the course that reflects the licensing requirements of the province(s) or territories where you will be selling insurance.
CSI has been an approved provider of a pre-requisite course for insurance (LLQP) licensing requirements since 2002. Changes have been introduced by the regulators in order to harmonize licensing requirements across Canada and this is a new module that is part of harmonization. The changes came into effect on January 1, 2016. For further details on the changes, click here. CSI is now offering this course that has received a national recommendation (by CISRO) for obtaining approval from the provincial jurisdictions. CSI is an approved LLQP course provider in all provinces and territories in Canada.
Enrol in CSI’s new Insurance Ethics and Professional Practice Module if you’re already licensed to sell life insurance/and or accident and sickness insurance and you are:
Wanting to obtain a life insurance license? Take our LLQP Insurance Course.