Pfsa Csi Course

The PFSa CSI course is an official certification program developed by the Professional Financial Services Authority (PFSa) for those working in the financial services sector. It aims to provide financial services professionals with the skills, knowledge and qualifications necessary to work in the industry. The course covers topics such as the basics of financial services regulation, the duties and obligations of the financial services practitioner, risk management, standards of practice and professional conduct, customer service, and financial counselling. In addition to the core course, there are two electives on topics such as banking and lending, drafting prospectuses and investment advice, retail investments and banking services, small business finance and fintech. PFSa has developed the course to ensure financial service practitioners are up-to-date with the newest regulations, practices, products and research in the sector. This means that participants gain the knowledge and skills required to be able to act with the highest levels of professionalism and integrity, providing their clients with the best advice and service. The course is suitable for those new to the sector and those wishing to update or supplement their existing qualifications. It can also be used to start a career in financial services, allowing professionals to prove their competency in the sector. Successful completion of the course is also a requirement for a role in the Compliance Officer role in financial services firms. The course is regularly updated and amended to ensure the content is current and compliant with the latest PFSa regulation.