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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.
Home > Learning > Courses > WME Course For Investment Managers (WME-IM) > WME-IM Enrol
The WME-IM comes in two alternative bundling options. Click to expand and learn more about each product. To enrol for this course, you must complete the Enrolment Form and submit it along with proof of your successful completion of the advance standing requirement(s). Please select one of the following options.
Choose this course format if you prefer to study with a hard-copy textbook along with your online course.
Choose this course format if you prefer to study online through a computer, tablet or mobile.
Candidates who are required to meet the Proficiency and Education requirements for IIROC’s Rule 2600 Part II A may be eligible to enrol at a discounted rate. Eligible candidates will receive a 50% discounted rate of the applicable price on the online course enrolment. Additional items such as printed textbooks or study tools are not discounted.
IIROC member firms, financial institutions and other corporate entities who have agreements with CSI may be eligible for discounts on some courses. Selecting the name of your employer at the time of enrolment will ensure that applicable discounts appear at checkout.