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.
Certified Financial Planner (CFP) is a professional designation attained by a person who has successfully completed the requirements of the Certified Financial Planner Board. The CFP is a respected designation that denotes a person is a competent, professional and ethical financial planner. CFPs must adhere to a code of ethics and professional responsibility, and every applicant must pass a background check before obtaining his or her designation.