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Welcome to CSI’s Press Releases. Find the latest news releases to learn more about us.

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7 Results Found

CSI approved for financial advisor title use in Ontario

Latest designation helping to promote consistency, professionalism and confidence within financial services marketplace

Calender September 1, 2022

FSRA Approves Third Credentialing Body to Grant and Oversee Financial Planner Title Use in Ontario

CSI has been approved by the Financial Services Regulatory Authority of Ontario (FSRA) as a credentialing body under the Financial Professionals Title Protection Framework. CSI's Personal Financial Planner (PFP®) designation is now an approved credential for Financial Planner title use in Ontario.

Calender May 4, 2022

CSI Free Webinar Series to Support Canada’s National Financial Literacy Month

CSI is proud to extend its support of Financial Literacy Month with dedicated resources free to all Canadians. In partnership with leading financial services providers, CSI will host a series of webinars to share best practices for achieving financial goals.

Calender October 20, 2021

CSI Launches Computer-Based Exams and Remote Proctoring

CSI has announced that students will now be able to take exams online with remote proctoring. Students can now complete CSI’s exams from their home or office without travelling to an exam center. In-person computer-based testing is now also available at dedicated test centers in 14 major Canadian cities and internationally.

Calender December 14, 2020

CSI Launches Free Webinar Series to Bolster Financial Literacy

CSI has launched a public awareness campaign in support of Financial Literacy Month, focusing on educating Canadians with free resources to help them manage their finances better and navigate the Covid-19 pandemic better.

Calender November 2, 2020

CSI Launches Initiative to Promote Better Financial Health for Seniors

CSI is pleased to announce the launch of its Financial Health for Seniors project. Through this initiative, CSI will equip financial advisors with free resources for advising seniors and their families.

Calender November 28, 2019

Canadian Securities Institute Launches New Alternative Strategies Course

CSI is pleased to announce a new course, Alternative Strategies: Hedge Funds and Liquid Alts. The course prepares Canada’s investment advisors to advise on and sell Alternative Mutual Funds, otherwise known as Liquid Alts.

Calender January 30, 2019