Welcome To CSI

The Canadian Securities Institute (CSI) has been setting the standard for excellence in lifelong education for financial professionals for more than 50 years. CSI is part of Moody's Analytics Training and Certification Services, which offers education programs and credentials throughout the world.

Our experience training over 1 million global professionals makes us the preferred partner for individuals, financial institutions, and regulators internationally. Our expertise extends across the financial services spectrum to include securities and portfolio management, retail, small business and commercial banking, trust, and insurance, financial planning and high-net-worth wealth management.

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Setting standards for excellence for financial professional for over 50 years.

Our experience, training over 1 million global professionals, makes us the preferred partner for individuals, financial institutions, and regulators, internationally.Earn a certification that gives your career an edge and your organisation a strategic advantage.


Certified International Wealth Manager

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Chartered Investment Manager

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Fellow of CSI

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Personal Financial Planner

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Estate and Trust Professional

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What Makes Us Special?

The Canadian Securities Institute® is Canada's leading provider of financial services credentials and education. Valued for its expertise in Canada and abroad, CSI offers more than 270 courses and credentials, ranging from the well-known Canadian Securities Course (CSC®) to popular designations and credentials, such as PFP®, CIM®, CIWM and the Fellow of CSI (FCSI®). In 2010, The Canadian Securities Institute® was acquired by Moody's Corporation and now operates as part of the Training and Certification arm of Moody's Analytics.

Industry recognized credentials
Recognized by the top financial institutions in Canada
Increased earning potential
Improved employability
Deeper, more meaningful relationships with clients
Differentiate yourself from your colleagues (stand out from the crowd)

What Our Designation Holders Are Saying?

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