Business Accounting and Finance:

Certified Financial Services Advisor - Canadian Securities Institute

From basic banking knowledge and Investment Funds licensing to resume-building and interview preparation, this program is perfect for those looking to enter the financial services industry!

More information is available in the Program Description tab.

To pursue your Certificate in Financial Services Advice, you must successfully complete Section A and B courses as well as pass CSI exams.

These courses are part of the Certified Financial Services Advisor - Canadian Securities Institute Program.

Course Name / Code Expected Availability Select

Course(s) Section A

Successfully Complete One (1) Course

Canadian Securities Course Exam Prep Vol 1 and 2 - 12 Week Condensed
Course Code:
FINA79003
Fall
Yes
Winter
Yes
Spring
Yes
Find a Class
Investment Funds in Canada - Exam Preparation
Course Code:
FINA79000
Fall
Yes
Winter
Yes
Spring
Yes
Find a Class

Course(s) Section B

Successfully Complete One (1) Course

Certified Financial Services Advisor 2 - Client Engagement
Course Code:
FINA70014
Fall
Yes
Winter
Yes
Spring
Yes
Find a Class

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ON CAMPUS DELIVERY

Offered in partnership with CSI/Moody's, the premiere licensing educator in Canada, "Section A" courses will prepare you to write either the Canadian Securities exams or the Investment Funds in Canada licensing exam.  Upon successful completion of the Certified Financial Services Advisor 2 - Client Engagement course, you will be eligible to take the Personal Financial Services Advice and Financial Planning 1 licensing exams to receive the Certified Financial Services Advice designation from CSI.

The CFSA designation is recognized by financial services organizations and is part of many bank requirements within 6 months of hire.  The value of this full solution training program is to prepare you for a career by providing the best counsel for resume-building, interview preparation and employer networking opportunities.

In addition to the Sheridan tuition fee, students will be responsible to pay a mandatory material and exam fee of approximately $385.00* (after 10% discount) for the FINA79000 Investment Funds in Canada course or approximately $985.50* (after 10% discount) for the FINA79003 Canadian Securities Volumes 1 and 2 course and approximately $1152.00 (after 10% discount) for the FINA70014 Certified Financial Services Advisor 2 course to CSI. Your instructor will give you instructions on ordering with the discount during the first class.

* The fee is subject to change without notice.

Ensure a lucrative future in the financial field.

Prepare for your CSI licensing exam and increase your chance of success in the financial industry. In cooperation with CSI Global Education Inc., the leader in financial services education, Sheridan offers non-credit courses to those seeking careers in the financial services industry and to those already employed in it.

Gain knowledge that’s vital in the banking industry including Anti-Money Laundering (AML), privacy standards (PIPEDA), banking operations, risk management, fraud protection and more – giving you an insider look at banking.

Sheridan’s full solution training program will prepare you for a career in financial services and connect you to our Career Centre, which provides the best counsel for résumé-building, interview preparation and employer networking.

For information on careers in the Financial Services visit www.csi.ca/student/en_ca/career/allcareers.xhtml and www.csi.ca/student/en_ca/careermap/index.xhtml

Ensure a lucrative future in the financial field.