A New Era with Fitch Learning
CSI and Fitch Learning mark a bold step in transforming financial education…
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Behavioural Economics for Financial Advisors
CSI has collaborated with BEworks, a leading behavioural economics consulting firm to…
Catalyzing Success: Guiding Clients During RRSP Season & Beyond
Access our latest webinar to hear from industry experts discuss the features and benefits of RRSPs, how to strategically explore financial goals and innovative methods that best serve new and existing clients.
Client Focused Reforms Training
Fulfill CSA’s mandatory CFR training requirements for CIRO and CIRO registrants.
Responsible Investing Using ESG Factors
Gain insight into the role responsible investment could play in a client’s portfolio.