HOW DO I GET STARTED?

As you complete your education and prepare to enter the financial services industry, you will likely be up against people with more work experience. Earning your mandatory regulatory licenses before you begin your job search is critical. CSI offers two foundational licensing courses you can take to get started.

If you are looking for a specialization in mutual funds, we recommend the Investment Funds in Canada (IFC) course, or if you prefer to specialize in all areas of financial services, take the Canadian Securities Course (CSC®). These courses will put you on the path to earning more advanced certificates and designations as you progress in your career.

To help support your learning, we offer students a 10% discount on all CSI courses and study tools, and course exemptions for topics already covered through your college curriculum.

We have partnered with colleges and universities to provide you with recommended courses and discounted pricing. Select your school from the drop-down list to begin your enrolment.

STEP 1 Select Your School

Is your school not on the list below? Or you are not a student?

STEP 2 Select a Course and Study Tool(s)

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Foundational Licensing Courses (CSC® & IFC)

Explore Foundational Licensing Courses specifically recommended to help you achieve your learning goals and enter the Canadian financial services industry.

Canadian Securities Course (CSC®)
COURSE FORMATS
Value Pack Combo
In addition to the online, interactive version with hard-copy textbook you also get the full set of study tools, including the CSC® Check, CSC® Videos, Financial Investment Calculations Toolkit With Calculator, Financial Statements and Ratios e-Tutorial, Macro and Microeconomic E-Tutorial.
$1600.00
Complete online program with PDF textbook
$1200.00
Complete online program with printed textbooks
$1300.00
STUDY TOOLS
CSC® Review Webinars
The CSC® Review Webinars will help you review and brush up on the course content for CSC® volume I and volume II so that you can write your CSC® exams with confidence. (The 10% student discount does not apply to this product)
$295.00
(per volume)
CSC® Check
$195.00
CSC® Video Companion Series
$95.00
Financial Investment Calculations Toolkit (with Calculator)
$95.00
Financial Statement and Ratios e-Tutorial
$55.00
Macro- and Microeconomics e-Tutorial
$55.00
Investment Funds In Canada (IFC)
COURSE FORMATS
Value Pack Combo
The Investment Funds in Canada (IFC) Value Pack Combo is your all-in-one course and study tool package to set you up for success. In addition to the online, interactive version with a hard-copy textbook, you also get the full set of study tools, including the IFC Check, Financial Investment Calculations Toolkit with Calculator, Macro and Microeconomic E-Tutorial.
$715.00
Complete online program with PDF textbook
$470.00
Complete online program with printed textbooks
$520.00
STUDY TOOLS
IFC Check
$150.00
Financial Investment Calculations Toolkit
$95.00
Macro- and Microeconomics e-Tutorial
$55.00
Retail Banking & Insurance

Explore Retail Banking and Insurance courses specifically recommended to help you achieve your learning goals and enter the Canadian financial services industry.

Investment Dealer Supervisors Course (IDSC)
COURSE FORMATS
Complete online program with PDF textbook
$1425.00
Complete online program with printed textbooks
$1465.00
LLQP Insurance Course (Canada)
Online, interactive version with PDF textbook
$395.00
LLQP Insurance Course (Common Law)
Online, interactive version with PDF textbook
$N/A
LLQP Insurance Course (Civil Code)
Online, interactive version with PDF textbook
$N/A
Financial Planning

Explore Financial Planning courses specifically recommended to help you achieve your learning goals and enter the Canadian financial services industry.

Personal Financial Services Advice (PFSA)
COURSE FORMATS
Complete online program with PDF textbook
$650.00
Complete online program with printed textbooks
$725.00
Financial Planning I (FP I)
COURSE FORMATS
Complete online program with PDF textbook
$800.00
Complete online program with printed textbooks
$875.00
STUDY TOOLS
FP I Check
$150.00
Financial Planning Calculations E-tutorial (ONLY)
$45.00
Financial Planning Calculations E-tutorial with Sharp Calculator
$85.00
Financial Planning II (FP II)
COURSE FORMATS
Complete online program with PDF textbook
$800.00
Complete online program with printed textbooks
$875.00
STUDY TOOLS
FP II Check
$150.00
Financial Planning Calculations E-tutorial (ONLY)
$45.00
Financial Planning Calculations E-tutorial with Sharp Calculator
$85.00
Financial Planning Integration Course (FPIC) - Bankers PathFinancial Planning Integration Course (FPIC)
Bankers Path
Online interactive version
$400.00
Financial Planning Integration Course (FPIC) - Investment Advisors PathFinancial Planning Integration Course (FPIC)
Investment Advisors Path
Online interactive version
$400.00
Applied Financial Planning (AFP) Certification ExaminationApplied Financial Planning (AFP)
Certification Examination
Enrolment
$750.00
STUDY TOOLS
Financial Planning Calculations E-tutorial (ONLY)
$45.00
Financial Planning Calculations E-tutorial with Sharp Calculator
$85.00
Investment & Wealth Management

Explore Investment and Wealth Management courses specifically recommended to help you achieve your learning goals and enter the Canadian financial services industry.

Conduct and Practices Handbook (CPH®) Course
COURSE FORMATS
Complete online program with PDF textbook
$900.00
Complete online program with printed textbooks
$940.00
STUDY TOOLS
CPH Check
$150.00
Financial Investment Calculations Toolkit (with Calculator)
$95.00
Financial Statement and Ratios e-Tutorial
$55.00
Macro- and Microeconomics e-Tutorial
$55.00
Wealth Management Essentials (WME®)
COURSE FORMATS
Complete online program with PDF textbook
$1570.00
Complete online program with printed textbooks
$1670.00
STUDY TOOLS
WME Check
$195.00
Derivatives Fundamentals Course (DFC)
COURSE FORMATS
Complete online program with PDF textbook
$1000.00
Complete online program with printed textbooks
$1075.00
STUDY TOOLS
DFC Check
$150.00
Financial Investment Calculations Toolkit (with Calculator)
$95.00
Financial Statement and Ratios e-Tutorial
$55.00
Macro- and Microeconomics e-Tutorial
$55.00
Derivatives Fundamentals and Options Licensing Course (DFOL)
COURSE FORMATS
Complete online program with PDF textbook
$1400.00
Complete online program with printed textbooks
$1475.00
STUDY TOOLS
DFOL Check
$150.00
Financial Investment Calculations Toolkit (with Calculator)
$95.00
Financial Statement and Ratios e-Tutorial
$55.00
Macro- and Microeconomics e-Tutorial
$55.00
Options Licensing Course
COURSE FORMATS
Complete online program with PDF textbook
$710.00
Complete online program with printed textbooks
$785.00

HOW WILL YOU BENEFIT?

Your finance or business degree, coupled with a CSI licensing course, will give you an edge over your peers and put your CV right at the top.

Industry recognized credentials

Acknowledged by the top financial institutions in Canada

Increased earning potential and improved employability

Stand out to potential employers in a sea of resumes

HOW CAN YOU GROW YOUR CAREER?

Our comprehensive Career Map will guide you through the financial areas that best suit your learning goals.

You can search by courses, credentials or careers to better your understanding of the financial marketplace and navigate it successfully.

What are your peers saying?

WANT TO WORK WITH US?

Looking to add CSI course to your institute's financial planning program curriculum?