Professional Order

The Fellow of the Canadian Securities Institute (FCSI) designation is bestowed upon exceptional members in the professional—and internationally recognized—association the Canadian Securities Institute (CSI) who, through their accreditation process, maintain the professional standards of various financial discipline.


The CSI is an organization, with over 750,000 members, that offers a variety of field-specific financial designations in six different fields: business banking; financial planning; investment management & trading; leadership, management & compliance; retail banking; and wealth management. Additionally, they are a subsidiary of the renowned Moody’s Analytics, and recognized by the Investment Industry Regulatory Organization of Canada (IIROB). Additionally, they are partnered with various educational institutitons such as Dalhousie University and the Foran Financial Institute.


This designation is only accessible to the best financial service providers and is thus closed off to professionals who do not hold at least one of their approved designations. Additionally, an applicant to this designation needs to have completed 3 courses: 2 courses unrelated to the designation and an additional course titled the Financial Service Industry: Business Drivers and Challenges (FSDC). Additionally, an applicant is expected to have worked for 7 years in financial services industry and have no ethic violations. The required course only costs approximately $400, is offered in a self-study format, and requires passing two quizzes and one test. The two unrelated courses vary depending on which are chosen and can vary heavily. The designation can be easily obtained at a very affordable cost if applicants already hold a designation, but applicants may have some difficulties taking courses in an unrelated financial field.


The advantages of the FCSI designation is that members are featured in the CSI directory and gives Fellows additional marketing coverage through the CSI, elite networking opportunities, and it opens up the possibility of participating further in a professional role in the community.


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