Partners and Industry Relationships

Learning Partners

FP Canada

FP Canada

CSI offers three educational routes to the CFP® and the QAFPTM designation. Visit the CFP educational pathway page for more information.

For details on how to earn your CFP designation, please visit the FP Canada website.



CSI has a collaborative agreement with Advocis to offer Advocis members an expanded range of continuing education and professional development courses focused on the securities markets.

Licensing and Registration

Investment Industry Regulator Organization of Canada (IIROC)

IIROC is the self-regulatory organization that oversees all securities dealers in Canada. CSI is IIROC’s primary proficiency partner. By completing specific CSI courses, you’re on your way to meeting the requirements for the IIROC’s registration categories. Completing the Canadian Securities Course (CSC®) is the base securities course requirement for a Registered Representative (Investment Advisor). See the list of IIROC licensing courses offered by CSI.

Mutual Fund Dealers Association of Canada (MFDA)

The MFDA oversees all mutual fund dealers and representatives. CSI courses are accredited by the MFDA. Completing the Canadian Securities Course (CSC®) or Investment Funds in Canada (IFC) Course meets the application requirements needed for licensing as a mutual fund salesperson. Completion of the Branch Compliance Officer’s (BCO) Course meets the Branch Compliance Officer licensing requirements.


Canadian Securities Administrators

The Canadian Securities Administrators (CSA) is the umbrella organization of Canada’s provincial and territorial securities regulators. The CSA sets licensing requirements for several roles in the securities sector in Regulation 31-103. Several CSI courses are recognized in this rule.

Insurance Regulators

Insurance Regulators

CSI sets the proficiency requirements for life insurance regulators. CSI is an accredited provider of the Life License Qualification Program (LLQP) pre-licensing training program. CSI’s LLQP Insurance Course prepares you for the LLQP provincial exam.