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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.
In today’s highly competitive financial services landscape, employees who excel are those who are committed to their personal development. Employees who assess credit risk and make lending decisions recognize that accounting skills and the ability to interpret financial statements are critical skills in determining whether a client’s capacity meets credit qualifying guidelines.
The Accounting for Credit Professionals course provides learners with a grounding in accounting that will help them grasp financial analysis principles such as those taught in Moody’s Commercial Lending and Small Business Lending curricula. Learners who complete the course will have the skills necessary to interpret the financial statements and determine the creditworthiness of potential borrowers, thus reducing risk in the lending process.
This course provides a foundation in accounting concepts and principles relevant to the field of credit in Canada. It is aligned with industry competencies and has a convenient modular construct. Each of the six modules contains three to four lessons and takes approximately two hours to complete. A pre-course diagnostic identifies areas of strength and weakness, and an online end-of-module exam allows learners to demonstrate their mastery of the concepts taught.
Accounting for Credit Professionals is specifically designed for credit practitioners who have a limited background in accounting or who need a refresher. It is recommended for small business and commercial lenders, relationship managers, credit analysts and underwriters, and risk officers.