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Enjoy $195 off the CSC® until September 30
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Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
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Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Take the first step towards meeting your career goals.
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Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
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Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.
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Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI (FCSI®).
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Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
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Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
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Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
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Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
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CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Managing Director
Marie Muldowney is the Managing Director at CSI, a division of Moody’s, since 2010. In leadership positions for the last 20 years, her focus has been squarely on the customer, both institutional and learners in Canada and internationally. She has led product development, business development, sales support, and marketing.
Prior to the acquisition of CSI, Marie headed product development at CSI. From 2001 to 2007, she was the Executive Director of the Institute of Canadian Bankers.
Marie holds a Bachelor of Arts and Bachelor of Education from the University of Toronto and a joint Master of Business Administration degree from York University and Laval University. She is a co-sponsor of the Canada Employee Resource Groups (Women’s, LGBTA, Multicultural and Canada Minds) and Co-Chair for Corporate Social Responsibility (Canada). She is President of the Canadian Securities Institute Research Foundation that provides funding for academic research on the capital markets, co-chair of the WEConnect Canada Advisory Council, and Chair of Our Harbour, providing housing and support for people living with mental illness.
Back to TopBusiness Development & Client Relations
Rui Barreto spearheads CSI’s business development and client relations, focusing on the unique needs of Canada’s financial services sector and advancing market training. His role at CSI has evolved from Retail Bank Product Strategist and Subject Matter Expert, where he specialized in product development.
His background includes impactful roles at Moody’s Analytics and a 12-year tenure at RBC Royal Bank, where he managed complex lending solutions and a High-Net-Worth client portfolio and led branch teams focusing on business development and regulatory compliance.
Rui holds a Personal Financial Planner (PFP®) and a Certified Registered Retirement Consultant (RRC) designation. He has also completed the Branch Compliance Officers (BCO) course and the Canadian Securities Course (CSC®). Actively involved in the Mohawk Financial Planning Council, he advises on financial services careers and has a background in computer studies, focusing on networking and network security.
Back to TopCredentials & Licensing Strategy
Marshall Beyer is responsible for sanctioning and developing the specifications for licensing and certification programs and developing domestic and international partnerships.
Prior to his current role, Marshall began his career with Richardson Greenshields (RG), a Canadian full-service investment dealer. Over his 12 years at RG, Marshall became a Vice-President and senior analyst within the organization’s research department.
In 1995, Marshall joined the Canadian Securities Institute (CSI), Canada’s exclusive educator and examiner for individuals seeking employment and/or registration within the investment industry. Marshall started with CSI as an Academic Director focused on its derivative courses and examinations before assuming leadership of CSI’s course development department for ten years. He led a team of subject matter experts responsible for creating and maintaining over 150 courses and programs that address basic securities, derivatives, alternative investments, trading, portfolio management, financial planning, wealth management, compliance and risk management areas.
Marshall has a Business degree from the University of Manitoba.
Back to TopTechnology & Innovation
Rory Binns is responsible for the oversight of CSI’s technology governance, including the roadmap, operations policies and principles, architecture, documentation and the management of resources.
He has a proven track record in modernizing technology, improving data analytics capabilities to ensure the on-going security of systems and data.
Prior to his current role, Rory was head of the technology infrastructure, database, and application support at Moody’s Analytics Learning Solutions and served in various technology roles at Bell GlobeMedia.
Rory holds a Certificate in Computer Systems Technology from the Toronto School of Business.
Back to TopProduct Strategy & Development
Erik Buisson is responsible for the strategy, design, development and production of CSI’s learning solutions. He supports curriculum and product ideation relevant to the industry, creating rich and engaging learning experiences and maintaining enhanced editorial and quality standards.
Prior to joining CSI, Erik worked at Montreal Trust (Scotiabank) branch and then moved on to their corporate office, where he helped launch the company’s first call centre. He possesses all-round experience in the financial services education space that spans 25 years. He has led teams in Product Management, Operations, Information Systems, Project Management and Account Management.
Erik holds a Bachelor of Commerce in Finance and Economics from Concordia University. He has completed several Masters-level courses in the management of financial services institutions.
Back to TopMarketing & Learner Services
Idrees Deen is responsible for CSI’s strategy to promote products, elevate learner services and enhance operational efficiency.
Prior to his current role, Idrees managed the marketing team at Moody’s Analytics Learning Solutions. From 2012 to 2019, he worked at the Canadian Imperial Bank of Commerce (CIBC), both in the front-line branch environment and head office, where he led a portfolio of enterprise transformational initiatives.
Idrees holds an MBA from the Australian Institute of Business specializing in marketing management and is a certified Project Management Professional (PMP®). He is the Co-Chair of the Canadian Multicultural Business Resource group that seeks to leverage diverse talent by promoting recruitment, professional development and networking opportunities for all ethnically diverse employees.
Back to TopRegulatory Relations and Credentialing Policy
Adrian is responsible for regulatory affairs at CSI and ensures that products and services meet the requirements of the financial industry and regulators. Adrian is also CSI’s liaison with the Securities Commissions and other regulators, including CIRO, the Ontario Securities Commission, and the Financial Services Regulatory Authority of Ontario.
Prior to joining CSI, Adrian worked as a regulatory project manager in the capital markets industry and in retail banking business controls. He has extensive experience in developing and operating regulatory compliance programs, which included the global corporate banking loan book transition from LIBOR and the implementation of MiFID II compliance in the UK. Adrian was called to the Bar of Ontario in 2019. He has Master of Business Administration and a Juris Doctor, both from Dalhousie University.
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