Designations
The pinnacle financial services credential
What do the letters mean for YOU?
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.
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. Commitment to education and willingness
to be a distinguished leader, industry ambassador and mentor is unprecedented.
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.
The Chartered Investment Manager (CIM®) designation is the industry standard for discretionary investment and portfolio management services. It is recognized by Canadian securities regulators and ensures that those who earn it are qualified to evaluate and manage all aspects of a client’s investment portfolio.
When you earn the CIM®, you become an investment advisor qualified to manage money on a discretionary basis for an increasing number of sophisticated clients.