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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.
We are committed to providing our students with the best learning experience and support during this unprecedented time. We continue to monitor the situation with our exam partners and adhere to federal, provincial and territorial public health advisory guidelines to ensure your learning and exams are least affected. Please follow this web page for course and exam-related updates.
You can do most of your learning online using your laptop or other mobile devices, wherever you are—including course registrations, curriculum, and support tools access.
April 25:
MASK MANDATES: As of May 1, 2022, CSI and Prometric will no longer require masks in test centres. However, you will be required to continue wearing masks depending on your province/country’s regulations. Please check with your local government about these restrictions before arriving for your exam, as the test centre will follow their requirements.
March 18:
MASK MANDATES: While some governments have lifted mask mandates, CSI will continue to require masks for in-person exams at our test centres until at least May 1 for the health and safety of our students and staff. Students also have the option to challenge their exams via remote proctoring.
September 29:
PROOF OF VACCINATION: Government guidelines and regional mandates are beginning to require proof of vaccination to enter certain sites—these include some of our in-person exam centres. View the exam centres where proof of vaccination is required. If you do not have vaccination documentation, we recommend you challenge your exam via remote proctoring. View our Exam FAQs for more information.
June 15:
IMPORTANT: CSI has resumed all in-person exams at the exam centre of the CSI -Toronto office (200 Wellington Street W.)
April 16:
IMPORTANT: CSI has cancelled all in-person exams at the exam centre of the CSI -Toronto office (200 Wellington Street W.) between April 19 and June 7, 2021. We will reach out to all impacted students with more information. All other exam locations remain open. We will continue to post further updates on this page.
January 14:
IMPORTANT: Further to new restrictions set by the Ontario government, CSI will continue to offer exams in test centres throughout Ontario.
January 8:
IMPORTANT: Further to new restrictions set by the Quebec government, CSI will continue to offer exams in Quebec. However, the evening sessions at our Montreal location will be cancelled due to the curfew. We will contact impacted students directly to make alternative arrangements.
November 22:
IMPORTANT: CSI is monitoring the latest COVID-19 restrictions and following the guidelines set by local health authorities in different regions. If you have not received a cancellation email from CSI, your exams will run as scheduled. You can reschedule your exam at no additional cost by emailing us at exam_scheduling@csi.ca if you prefer not to attend your in-person exam at this time.
November 13:
IMPORTANT – Manitoba has officially entered Code Red restrictions; as of November 12, 2020, CSI has cancelled all exams in the province until further notice. We will reach out to impacted students with more information. Please contact us at customer_support@csi.ca if you have any questions or concerns.
November 2:
Introducing Computer-Based Testing via Remote Proctoring and Exam Centres.
October 9:
IMPORTANT: As new restrictions come into effect in Ontario at 12:01 am on Saturday, October 10, 2020, students scheduled to write their exams in certain locations in the province may be affected. CSI will reach out to the impacted students with alternative options. Please contact us at customer_support@csi.ca if you have any questions or concerns.
June 19:
Exams are now available in more locations.
May 15:
Exams to resume in limited locations.
April 20:
Beginning April 22, 2020, our Customer Support Team will be temporarily working reduced hours. They will be available Monday through Friday from 9 am to 8 pm EST.
March 27:
Since the CSI staff is working remotely, we request that you do not send any documentation or forms via fax, courier or postal mail.
March 24:
Payment through Certified cheques and Money Orders have been temporarily suspended until further notice.
March 19:
CSI in discussion with regulators to accommodate students impacted by delayed exams.
March 16:
All CSI exams suspended in Canada and internationally until further notice.
March 13:
CSI released an email announcing exam cancellations as of March 16.
March 6:
Notice on the CSI website to students to declare exposure to or symptoms of Covid-19 to sit in-person exams.
Majority of questions can be answered by browsing through our Frequently Asked Questions.
In light of the pandemic and recommended social distancing, CSI staff are working from home. We are also leveraging the best resources and technology to provide you with uninterrupted service and learning experience while being safe. Please note that we have temporarily suspended all payments through Certified cheques and Money Orders until further notice owing to the COVID-19 lockdown. We are only accepting payment via major credit cards, including MasterCard, Visa and AmericanExpress. Since the CSI staff is working remotely, we request that you do not send any documentation or forms via fax, courier or postal mail.
During times of intense market volatility and uncertainty, comprehensive and timely information is imperative. As a valued CSI learner, our mission is to provide you with trusted insights and standards that help you act with confidence. Moody’s is now offering its research and views on the credit and economic impact of COVID-19 through a dedicated website: moodys.com/coronavirus.
This site brings together insights from across the company to help you understand the financial implications of the outbreak better—through webinars, videos, podcasts, reports, research and more—available free of cost.