Financial Literacy Month

Every November, in recognition of Financial Literacy Month, CSI hosts a series of events. Our goal is to help Canadians understand their finances better and empower them to be resilient in the changing economic landscape.

Coming Next

Stay tuned for updates.

Recent Graduates

Every year during Financial Literacy Month, we celebrate CSI students who have recently achieved a fellowship or designation in the previous year.
View our graduating classes.

Become a Speaker

We are constantly looking for experienced and knowledgeable speakers to conduct webinars on various topics in the financial services landscape. To this effect, we recently introduced CSI Podium, a unique initiative created in the spirit of our mission to provide thought leadership and real-world training.

This exclusive platform offers CSI designation holders and interested parties opportunities to speak on topics that will benefit their clients, colleagues and the investing public through webinars. Speakers are also awarded CE credits for giving back to the CSI designation community.

Visit the CSI Podium web page to learn more about becoming a speaker and conducting a webinar with us.

Learn More

On-Demand Events

Tuesday Nov 30, 2021 | 12:00 pm EST

Personal Financial Planner (PFP®) Virtual Graduation Celebration

  • Stuart Gray

    Director, Financial Planning Centre of Expertise, RBC
  • Carissa Lucreziano

    Vice President Financial and Investment Advice, CIBC
Tuesday Nov 30, 2021 | 12:00 am EST

CSI Designations Virtual Graduation Celebration

  • Tiffany Harding

    Vice President, Head of Wealth Planning, Gluskin Sheff + Associates Inc.
Wednesday Nov 24, 2021 | 12:00 pm EST

Preventing and Protecting Against Fraud and Financial Abuse

  • Raeann Rideout

    Regional Consultant, Elder Abuse Ontario
  • Krista James

    National Director, Canadian Centre for Elder Law
  • Irina Koropenko, PhD, CFP, CLU, TEP

    Wealth Planner, HSBC
Wednesday Nov 17, 2021 | 12:00 pm EST

Planning & Saving for the Future

  • Carissa Lucreziano, CFP®

    Vice President of Financial Planning, CIBC
  • James Bilcox, PFP®, CFP®

    Financial Planner, Sun Life Financial
  • Archie Pedden, CFP®

    Wealth Planner, HSBC
Wednesday Nov 10, 2021 | 12:00 pm EST

Investors’ Guide To Digital Assets

  • Victor Li

    Investor, Researcher, and Educator for Digital Assets, York University
  • Wei Xie

    Director, Co-Head of Multi-Strategy Investments, Capital Markets Group, OPTrust
  • Shaun Cumby

    Shaun Cumby
Thursday Nov 4, 2021 | 12:00 pm EST

Managing Money and Debt Wisely

  • Jessica Bindra, PFP

    Financial, Investment & Retirement Planner, RBC
  • Neela White

    Portfolio Manager, Raymond James
  • Kola Deru

    Consultant & Subject Matter Expert, CSI
Wednesday Nov 3, 2021 | 12:00 pm EST

Newcomers: Fast Track Your Financial Career In Canada

  • Monica Brennan

    Bridging Program Manager, York University
  • Tarun Dhingra

    Assistant Branch Manager. RBC
  • Deepinder Kohli

    Financial Planner; TD Wealth
Wednesday Oct 27, 2021 | 8:00 am EST

Baby Boomers, Millennials and Wealth Transfer: What You Need to Know

  • Julie Seberras

    Julie Seberras

    Senior Manager, Wealth Planning Support at TD
  • Evan Parubets

    Evan Parubets

    Investor Specialist, Steadyhand
  • Colin White

    Colin White

    Portfolio Manager, WLWP Wealth Planners | iA Private Wealth Inc.


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