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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.
Making sound credit and lending decisions is a crucial aspect of day-to-day banking operations. Reducing risk and exposure to problem loans and acting proactively when they arise are necessary skills for individuals working in commercial credit. Moody’s Problem Loans course is designed to help Canadian credit practitioners advance their careers by broadening their perspectives and improving their knowledge to gain specialized expertise. Improve your decision quality, consistency and transparency.
You’ll gain the essential analytical skills necessary to make quality decisions for mitigating risk and reducing exposure to protect the bank from bad loans. Plus Moody’s Problem Loans teaches adherence to institutional risk policy and determining the next steps when a default is unavoidable.
This online course is ideal for professionals working in corporate and commercial lending as relationship managers, analysts or underwriters. . You’ll gain expertise that is applicable on a day-to-day basis for credit decisions and loan monitoring activities. This course is also on the path to earning the Certificate in Commercial Credit.