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Jerkmate
https://www.csi.ca/en/learning/courses/cph
Conduct and Practices Handbook Course (CPH®) | Canadian Securities Institute
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https://www.csi.ca/en/learning/certificate-pathways/cita
Certificate in Technical Analysis (CITA) | Canadian Securities Institute
Mar 22, 2022 - Earning this certificate will equip you to apply analytical techniques from the worlds of traditional fundamental analysis and technical analysis. Learn more.
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https://www.csi.ca/en/support/forms
Forms | Canadian Securities Institute
Apr 14, 2026 - Find all of the forms you may need with CSI. From accomodation requests to license renewal applications, download the form here and follow the outlined steps.
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https://www.csi.ca/en/credentials/pfp/professional-conduct-and-governance
Personal Financial Planner (PFP®) Conduct & Gov.| Canadian Securities Institute
Mar 25, 2026 - All PFP® designation holders agree to abide by the PFP® Code of Ethics, both when applying for the designation and when renewing. Learn about this code.
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https://www.csi.ca/en/credentials/fcsi/maintenance
Fellow of CSI (FCSI®) Maintenance | Canadian Securities Institute
Feb 16, 2023 - To maintain yourself as a FCSI® holder in good standing, you must follow the fellowship maintenance requirements annually. Find those requirements here.
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https://www.csi.ca/en/learning/designation-pathways/pfp
Personal Financial Planner (PFP®) | Canadian Securities Institute
Nov 28, 2025 - The PFP® designation gives professionals the knowledge and skills needed to address all aspects of a client’s financial situation. View the designation pathway.
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https://www.csi.ca/en/credentials/mti
Estate & Trust Professional (MTI®) | Canadian Securities Institute
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https://www.csi.ca/en/learning/courses/afp
Applied Financial Planning Certification Exam (AFP) | Canadian Securities Institute
Jan 10, 2024 - The Applied Financial Planning (AFP) Certification Examination is an important and necessary step to become certified as a Personal Financial Planner (PFP®)....
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https://www.csi.ca/en/credentials/sanctions
Publication of Enforcement Canadian Securities Institute
Apr 10, 2025 - Member Misconduct and Enforcement As an FSRA approved credentialing body, the Canadian Securities Institute investigates consumer complaints and other matters...
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