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Designation Pathway

Fellow of CSI (FCSI®)

“Clients are looking for professionals who have the educational background needed to manage their portfolios.” – Neela White, CIM®, CIWM, FCSI® – Portfolio Manager, MacDougall, MacDougall & MacTier Inc

“One of the best investments I’ve made was investing in my education.” – Phoebe Kim, CIWM – Senior Private Banker, TD Wealth Private Client Group

“Everybody has their own unique needs, goals and outcomes that they are looking to achieve with their wealth. The great advisors are the ones who get to know those details intimately and have the necessary skills to deliver.” – Richard Pope, CIM®, FCSI®, CAIA – Vice President, Connor, Clark & Lunn Private Capital

“Credentials demonstrate a commitment from the advisor to continuous learning and building their expertise. This commitment ultimately leads to even greater value and benefits to the client.” – Silvio Stroescu, CIM®, FICB, FCSI® – Head, BMO Wealth Digitech Transformation, President, BMO Investorline

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“Clients are looking for professionals who have the educational background needed to manage their portfolios.” – Neela White, CIM®, CIWM, FCSI® – Portfolio Manager, MacDougall, MacDougall & MacTier Inc

“One of the best investments I’ve made was investing in my education.” – Phoebe Kim, CIWM – Senior Private Banker, TD Wealth Private Client Group

“Everybody has their own unique needs, goals and outcomes that they are looking to achieve with their wealth. The great advisors are the ones who get to know those details intimately and have the necessary skills to deliver.” – Richard Pope, CIM®, FCSI®, CAIA – Vice President, Connor, Clark & Lunn Private Capital

“Credentials demonstrate a commitment from the advisor to continuous learning and building their expertise. This commitment ultimately leads to even greater value and benefits to the client.” – Silvio Stroescu, CIM®, FICB, FCSI® – Head, BMO Wealth Digitech Transformation, President, BMO Investorline

What is Fellow of CSI (FCSI®)?

The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment, and dedication to their clients and industry.

By earning this pinnacle credential, you have entered an exclusive community of financial services professionals in Canada. The FCSI® not only places you among the industry’s finest—it makes you one of the most sought-after professionals by clients and employers alike.

When you earn the FCSI®, you become a member of an exclusive group of financial professionals recognized and respected by clients, employers, colleagues, and the investing public. As an FCSI your commitment to education and willingness to be a distinguished leader, industry ambassador, and mentor, is unprecedented.

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What is the path to the Fellow of CSI (FCSI®)?

To earn your FCSI®, you must meet the following education requirements:

1. Hold one of the following designations:

External Designation Recognitions are subject to CSI’s External Designation Recognition policy and fee.

2. Complete the Financial Services Industry: Business Drivers and Challenges (FSDC) course:

The Financial Services Industry: Business Drivers and Challenges (FSDC) course is a requirement for designation holders who are qualifying for the respected Fellow of CSI (FCSI®) credential.

3. Complete two courses from the following list of eligible courses:

These courses must be from a different stream than that leading to the Designation(s) you already hold.