Credentials & 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.
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