Sign Up


Canadian Securities Institute (CSI)

Tracing its roots back to 1970, the Canadian Securities Institute (CSI) is one of Canada's oldest and most respected financial services educational organizations. To date, 750,000 financial professionals have selected the CSI as their first choice for their career training and professional development.

From their website:

CSI designations & certificates represent prestigious credentials that allow financial advisers to prosper. They stand for dedication, professional standards, career focus, and leadership. CSI has established professional credentials in growing specialties like financial derivatives and wealth management, adding to its respected and established courses and seminars. As a true measure of expertise, CSI designations are the recognized benchmark for regulatory authorities, financial organizations and associations in Canada and around the globe. We are a trusted partner to regulators and financial institutions helping to raise the competency of professionals.

The Institute certifies an individuals' education and professional experience in three formats - Fellowship, Designations and Certificates:

  • Fellowship Designations: Fellow of Canadian Securities Institute (FCSI) and Fellow of Institute of Canadian Bankers
  • Designations: Personal Financial Planner (PFP), Chartered Investment Manager (CIM), Chartered Strategic Wealth Professional (CSWP), Member of the Trusts Institute - Estate and Trust Professional (MIT)
  • Certificates: Certificate in Retirement Strategy, Certificate in Estate Planning and Trust Strategy, Certificate in Advanced Investment Advise, Certificate in Investment Dealer Compliance, Certificate in Derivatives Market Strategies, Certificate in Fixed Income Trading and Sales, Certificate in Financial Services Advice, Certificate in Small Business advisory.

To search for individuals with a CSI Designation, visit the link listed below.

Fellow of the Canadian Securities Institute

Note: For additional information you can visit the Canadian Securities Institute website.

Back To Top

Quick Navigation



  1. How to Get Started:

    Classroom:

  2. Videos:

    Financial Planning & Budget:

  3. Tools & Calculators:

    Other Resources: