FCSI® Candidate Requirements
FCSI candidates must meet the following criteria:
Education
- Already hold 1 of a list of approved financial services designations:
- Personal Financial Planner (PFP®)
- Chartered Strategic Wealth Professional (CSWP®)
- Chartered Investment Manager (CIM®)
- MTI Estate and Trust Professional (MTI®)
- Derivatives Market Specialist (DMS®)
- Financial Management Advisor (FMA®)
- Fellow, Institute of Canadian Bankers (FICB®)
- Certified Financial Planner (CFP®)
- Chartered Financial Analyst (CFA®)
- Chartered Life Underwriter (CLU®)
- Take 2 additional courses outside of their designation's realm of expertise
- Take the Financial Services Industry: Business Drivers and Challenges (FSDC) course
Experience
- 7 years of financial services work experience within the last 10 years
Ethics
- Subscribe to the FCSI Code of Ethics
- Set the standard of conduct in their field
Endorsement
- From a direct supervisor
- From a sponsor who is a practising FCSI
For information involving specific FCSI requirements inquiries: FCSI@csi.ca
For general information about the FCSI community: customer_support@csi.ca