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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.
While small businesses are the fastest-growing market and source of employment in Canada, many small and medium-sized clients are frustrated by what they consider inadequate service at their banking institutions. If interested in gaining client loyalty, financial bankers now have the opportunity to meet the demands of the small business sector by learning how to develop comprehensive proposals and solutions for small business clients.
The Delivering Small Business Solutions (DSBS) course gives current small business bankers, account managers, and branch managers a comprehensive overview of the customized service small business owners require to be competitive. Students interested in excelling with small business clients will be able to conduct rigorous risk analyses and interpret business and personal financial statements to determine if a client’s capacity meets the credit qualifying guidelines. This targeted, specialized knowledge will make any banker stand out as a small business expert.
This course fulfills one of the requirements for earning the Certificate in Small Business Banking.
The Delivering Small Business Solutions (DSBS) course is designed for students who are currently working in a bank and are specifically interested in moving into the small business arena if they are not there already. This includes people who are currently small business bankers, small business account managers or branch managers of banks. This course is also relevant for people working in mutual funds and personal lending, or as mortgage specialists, risk managers or underwriters.