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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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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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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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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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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 > Derivatives Fundamentals Course (DFC®) > DFC Study Tools
Save 10% when you buy any two of the following study tools, save 15% when you buy any three of the following study tools. Click to expand and learn more about each product.
If you enrolled on or after September 20, 2023 please enrol is this check product
The DFC Check is an online study tool designed to build your confidence and assess your readiness to take the actual DFC Exam.
What it can do for you:
The DFC Check is intended to complement your studies and enhance your learning. Keep in mind, however, that it should not replace a thorough review of the course materials. Your focus, first and foremost, should be to read, understand and study the textbooks.
If you enrolled before September 20, 2023 please enrol is this check product
The DFC Check is an online study tool designed to build your confidence and assess your readiness to take the actual DFC Exam.
What it can do for you:
The DFC Check is intended to complement your studies and enhance your learning. Keep in mind, however, that it should not replace a thorough review of the course materials. Your focus, first and foremost, should be to read, understand and study the textbooks.
Are you overwhelmed by financial investment calculations? Do you feel like you need an educational tune-up on basic math skills? You're not alone.
The new CSI Financial Investment Calculations Toolkit is the ideal package for learners who need to perform calculations related to financial services.
Learn how to use the Sharp financial calculator to perform calculations common to financial services, both for your CSI courses and on the job.
You'll be introduced to essential financial math concepts, and be shown how to perform calculations step-by-step on your very own financial calculator. Also included are practice questions to self-assess your financial investment calculations skills.
The new Financial Statement and Ratios e-Tutorial will introduce important concepts that appear in CSI courses, and which are commonly used in the financial services industry.
You'll learn the fundamentals of financial statement analysis, including a step-by-step demonstration of how a financial statement is created. You'll also review the basics of financial ratios, which are used to evaluate the potential success and investment-worthiness of a company.
It is also a useful refresher course for students who have not encountered these concepts in some time.
Having difficulty understanding the relationship between supply and demand? Or the difference between a peak and trough? Build essential business economics knowledge you need with CSI's new Macro- and Microeconomics e-Tutorial.
This e-Tutorial offers an overview of two areas of economics, Macroeconomics which focus on topics such as interest rates and inflation, the business cycle, monetary policy and fiscal policy.
Microeconomics which focus on specific topics such as supply and demand and industry cycles.
The new Macro- and Microeconomics e-Tutorial is a useful refresher course for individuals who have not encountered these concepts in some time.
The Financial Planning Calculations E-tutorial is the ideal study tool to tune up your financial planning calculations skills. Discover essential financial planning math concepts with practice questions to self-assess your financial investment calculations skills.
The Financial Planning Calculations E-tutorial is an invaluable resource whether new to a financial planning role or currently a financial planning student wanting to develop or rebuild a sense of comfort with performing financial planning calculations.
The toolkit explains how to calculate several key financial planning-related concepts, such as budget planning, credit planning, investment planning, tax planning, retirement planning, insurance planning.
The Financial Planning Calculations E-tutorial is the ideal study tool to tune up your financial planning calculations skills. Discover essential financial planning math concepts with practice questions to self-assess your financial investment calculations skills.
The Financial Planning Calculations E-tutorial is an invaluable resource whether new to a financial planning role or currently a financial planning student wanting to develop or rebuild a sense of comfort with performing financial planning calculations.
The toolkit explains how to calculate several key financial planning-related concepts, such as budget planning, credit planning, investment planning, tax planning, retirement planning, insurance planning.