Quick Links

The Canadian Securities Institute (CSI) has been a leader in lifelong learning for financial professionals since 1970 and is a part of Fitch Learning, a global provider of professional education programs and credentials.

Committed to supporting individuals at all stages of their careers, CSI delivers relevant, high-quality education and professional development solutions that promote strong industry standards and contribute to efficient, competitive capital markets. With expertise spanning all major areas of financial services, including portfolio management, retail banking, trust and estate management, insurance, financial planning, and high-net-worth wealth management, CSI offers a comprehensive suite of more than 200 courses and credentials. Its respected designations include the Personal Financial Planner (PFP®), Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM), Estate and Trust Management Professional (MTI®), and the Fellow of CSI (FCSI®).

CSI’s programs are recognized by key Canadian regulators, including the Canadian Investment Regulatory Organization (CIRO), the provincial securities regulators under the Canadian Securities Administrators (CSA), and the Canadian Insurance Services Regulatory Organizations (CISRO).

The CSI Timeline

2025CSI becomes a part of Fitch Learning.
2022CSI is accredited as a credentialing body and the Personal Financial Planner (PFP®) designation as a financial planning credential by the Ontario Financial Services Regulatory Authority.
2021CSI aligns its courses with Client Focused Reforms and new IIROC rules.
2020CSI launches computer-based exams—remote proctored and in-test centres.
2012The PFP® is accredited under ISO 17024 by the American National Standards Institute.
2011All CSI designations are reviewed, and new requirements are introduced to meet international standards.
2010Moody’s Analytics acquires CSI.
2009Several CSI courses are accredited as licencing courses in regulation NI 31-103 released by the Canadian Securities Administrators.
2007CSI acquires the Institute of Canadian Bankers.
2006CSI introduces its high-net-worth wealth management designation, now called Certified International Wealth Manager (CIWM).
2005CSI is sold by the Investment Dealers Association to ONCAP. CSI maintains its primary course and exam provider status.
2004CSI is a founding member of the International Forum for Investor Education, a not-for-profit organization focused on strengthening investor education globally.
2003CSI’s LLQP Insurance Course is accredited by insurance regulators.
2002CSI moves most of its courses to a dynamic online learning platform.
2000CSI offers a series of courses to meet new continuing education requirements.
1999CSI hosts the first delegation of Chinese securities industry officials leading to numerous programs for investment professionals from China that continue to this day.
1996CSI introduces the Personal Financial Planner (PFP®) designation.
1995The Trust Companies Institute merges with the Institute of Canadian Bankers.
1993CSI introduces the Canadian Investment Manager (CIM®) designation (now Chartered Investment Manager).
1988CSI launches the Investment Funds in Canada (IFC) course.
1976CSI introduces the Fellow of CSI (FCSI®).
1970The Canadian Securities Institute is created by the Investment Dealers Association.
1964CSI launches the Canadian Securities Course (CSC®).