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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)
- Certificate in Technical Analysis (CITA)
- 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 Fixed Income Trading and Sales (CFIT)
- Certificate in Equity Trading and Sales (CEQT)
- Certificate in Personal Banking (CPB)
- Certificate In Bank Management (CBM)
- Micro-Certificate in Alternative Investments (MCAI)
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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)
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- 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)
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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, IIROC, 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.
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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.
What is CIRO?
As of January 1, 2023 the Investment Industry Regulatory Organization of Canada (IIROC) and the Mutual Fund Dealers Association of Canada (MFDA) have combined to form the Canadian Investment Regulatory Organization (CIRO). CIRO is the national self-regulatory organization that oversees all investment dealers, mutual fund dealers, and trading activity on Canada’s debt and equity marketplaces and is carrying on the regulatory functions of IIROC and the MFDA.
Any references to IIROC and MFDA on the website and other course materials remain, and refer to CIRO.
What courses meet Investment Dealer proficiency requirements?
The following are the CSI courses that meet the proficiency requirements for Investment Dealer approved person categories regulated by CIRO.
Please note that these categories may have additional non-proficiency related requirements.
- Investment Representative
- Registered Representative – Retail (Also referred to in the industry as an Investment Advisor)
- Canadian Securities Course (CSC®)
- Conduct and Practices Handbook Course (CPH®)
- Wealth Management Essentials (WME®)
Note: The WME® is a post-licensing course which requires completion within 30 months of RR licensing - New Entrants Course (NEC) may be taken by individuals registered in a recognized foreign jurisdiction in lieu of the CSC® and CPH® (in conjunction with completion of a recognized foreign registration examination).
- Registered Representative – Institutional
- Registered Representative or Investment Representative dealing in options
OR
- Registered Representative or Investment Representative dealing in futures
- Registered Representative – Portfolio Management
- Conduct and Practices Handbook Course (CPH®)
- Chartered Investment Manager Designation (CIM®) or Canadian Investment Manager Designation (CIM)
- Supervisor (Depending on category of oversight)
- Executive (including the Ultimate Designated Person) or Director
- Chief Compliance Officer
- Chief Financial Officer
- Securities Trader
What courses meet Mutual Fund Dealer proficiency requirements?
The following are the CSI courses that meet the proficiency requirements for Mutual Fund Dealer positions set by the Canadian Securities Administrators.
Please note that these positions may have additional non-proficiency related requirements.
- Mutual Fund Dealer – Dealing Representative
OR
- Mutual Fund Dealer – Chief Compliance Officer
AND
The following are the CSI courses that meet the proficiency requirements for Mutual Fund Dealer positions set by CIRO.
Please note that these positions may have additional requirements.
- Mutual Fund Dealer – Branch Manager
OR