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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, CIRO, 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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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 > Support > Orientation > Online Course Access
CSI’s online courses are designed to give you the best learning experience. You do not require advanced computer skills but you should be familiar with web browsing, have a stable internet connection and have an updated internet browser.
Some of CSI’s courses contain interactive material. For best results please make sure that you have a minimum high-speed Internet connection.
To get the maximum benefit from your online course, please take the time to review the following information:
If your screen resolution is 1024 x 768 or less, you will see the mobile version of the website. Instead of a menu bar across the top of the page, you will see a menu icon at the top right corner of the page which consists of three (3) horizontal lines. The mobile version’s menu icon contains the same content as the menu bar of the full desktop site.
Please take a look at the chart below for supported browsers when accessing CSI’s courses. Please note: Some of our courses contain multimedia content. You may need a “browser plug-in” to access parts of your course.
Are you having issues logging into Blackboard?
Blackboard™ has been tested with a variety of technologies. Please review the charts below and compare the browser requirements based on the Operating System (OS) you are running.
Certified: fully tested and supported.
Compatible: partially tested but should function properly.
Provisional: future technologies considered supported by Blackboard Support.
Unsupported: either impossible or not tested.
OS | Internet Explorer® (ALL VERSIONS) |
IE Edge | Firefox | Google Chrome |
---|---|---|---|---|
Windows® XP (32-bit) | Unsupported | Compatible | Compatible | Compatible |
Windows Vista® (32-bit) | Unsupported | Compatible | Certified | Compatible |
Windows Vista (64-bit) | Unsupported | Compatible | Compatible | Compatible |
Windows 7 (32-bit) | Unsupported | Compatible | Compatible | Compatible |
Windows 7 (64-bit) | Unsupported | Compatible | Compatible | Compatible |
Windows 8 (32-bit) | Unsupported | Compatible | Certified | Certified |
Windows 8 (64-bit) | Unsupported | Compatible | Certified | Certified |
Windows 10 (32-bit) | Unsupported | Compatible | Certified | Certified |
Windows 10 (64-bit) | Unsupported | Compatible | Certified | Certified |
OS | Safari® 5.1 | Safari® 5 | Safari 4.0 | Firefox | Google Chrome |
---|---|---|---|---|---|
Mac OSX 10.6 “Snow Leopard®” | Certified | Certified | Compatible | Certified | Certified |
Mac OSX 10.7 “Lion®” | Certified | Unsupported | Unsupported | Certified | Certified |
Many of the multimedia elements in the CSI Online Courses are programmed in a language called “Java”. Your web browser must be configured to view these Java multimedia elements (also known as “applets”). To configure your browser:
Browsers | Settings to enable Java and JavaScript | How to set your Cache to always reload a page |
---|---|---|
IE |
|
|
Firefox |
|
CSI Online course material may be presented in Adobe Acrobat, or .PDF format. To view these files, you must have Adobe Acrobat Reader Plugin installed. You will usually get a warning message when you try to open a PDF file that will lead you to the download page. If not, you can download the latest version.
After installation, the Acrobat plug-in will open the PDF file for the module you are working on in your browser, and/or you may download the text file to your hard drive where it can be viewed/printed using Acrobat Reader.
Many of the activities in your online course are powered by Flash. Usually, you will already have installed the Flash Player, which allows you to see the activities or animations. If you can’t see the CSI logo on the left, then you need to download the latest version of the Flash Player.
Please note: A minimum version of Flash Player 7 is required to ensure that interactive learning activities function properly.
Pop-up blockers work in the background while you browse the internet. When they detect a pop-up window that may be an unwanted advertisement, they automatically close the window. This can prevent your course from performing properly. If you are unable to view discussion postings, assessment windows and download links, then disable pop-up blocking on your system.
Depending on the pop-up blocking software you are using, you may be able to set your Blackboard server as an allowed site, or you may need to disable the pop-up blocker while using Blackboard.
To disable pop-up blockers for Blackboard:
Examples of programs that include pop-up blocking functions include the following:
Browsers | Anti-Virus | Internet Security | Firewalls |
---|---|---|---|
|
|
|
|
Browsers | |
---|---|
IE | Select Tools > Pop-up Blocker > Turn Off Pop-Up Blocker |
Firefox | Select Tools > Pop-up Blocker > Turn Off Pop-Up Blocker |
Are CSI courses accessible through a mobile device?
Currently, CSI Courses are only accessible through the recommended browsers stated above through the use of your laptop or desktop computer. However, we are working towards a solution that will allow our courses to be mobile compatible.
I can’t view readings in PDF (Adobe Acrobat) format – how do I fix this?
You may not have the Adobe Acrobat plug-in installed. This is required to view PDF Files. The solution is to download and install the latest version of Adobe Acrobat.
Where can I get technical assistance?
If you are having trouble with the function of any part of your online course, try closing your browser and starting it up again. If that doesn’t work, check that your settings correspond to the setup we describe in Browser requirements.
Finally, contact us at CSI customer support.
How do I logout out of an online course session?
Select the word Logout on the right end of the top menu bar, or close your browser.
Should you run into a message “Session already Running”: