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Canadian Securities Course (CSC®)
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WME Course For Investment Managers (WME-IM)
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WME Course For Wealth Managers (WME-WM)
Chief Financial Officers Qualifying Examination (CFO)
Canadian Commodity Supervisors Exam (CCSE)
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Certificate Pathways
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Micro-Certificate in Alternative Investments (MCAI)
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Designation Pathways
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CSI Path to Certified Financial Planner (CFP®)
CSI Path to Qualified Associate Financial Planner (QAFP™)
CSI Path to Financial Planning Program – Quebec (IQPF)
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Fellow of CSI (FCSI®)
Fellow of CSI (FCSI®)
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Personal Financial Planner (PFP®)
Personal Financial Planner (PFP®)
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Chartered Investment Manager (CIM®)
Chartered Investment Manager (CIM®)
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Certified International Wealth Manager (CIWM)
Certified International Wealth Manager (CIWM)
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Designated Financial Services Advisor (DFSA™)
Designated Financial Services Advisor (DFSA™)
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Estate & Trust Professional (MTI®)
Estate & Trust Professional (MTI®)
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