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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.
How do you get more business out of an existing loan portfolio with a set of commoditized products? How do you become the trusted advisor to new clients in a highly competitive market? Your credibility is what matters and this Moody’s Analytics course teaches you how to improve your persuasive communication, sales strategy and negotiation skills to set you apart from the crowd.
This course provides tools, methods and self-reflection exercises that enable you to increase your self-awareness, develop a flexible communication style and maintain control throughout the sales cycle. In each section of the course, you will create personalized and practical action plans for performance improvement.
Additionally, this comprehensive course includes the dynamic Lumina Spark© assessment tool so lenders understand their preferred communication style. Lenders scan speed read their clients to be better informed about how the client will perceive them and which aspects of their personality will be best brought to the fore.
The Managing Client Relationships curriculum is specifically designed for Canadian lending professionals who want to provide superior servicing skills. Training is targeted to the role thereby making it easier and faster to adopt. Upon completion of this course, lenders will be able to:
This course is recommended for Canadian institutions and individuals who wish to develop exceptional interpersonal skills to complement their strong technical knowledge. Specifically: