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CSI will be performing system maintenance on Saturday May 11th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

What is the course syllabus?

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Lesson 1: Background On Social Media

Topics covered in this chapter are:

  • General background on social media
  • Social media use in the investment industry
  • Social media platforms

Lesson 2: Applicable Industry Rules and Regulations

Topics covered in this chapter are:

  • Provincial securities regulation
  • CIRO
  • CSA guidance for registrants
  • CSA guidance on social media use by reporting issuers
  • Other regulators and jurisdictions

Lesson 3: Supervision of Social Media Use by A Dealer Member

Topics covered in this chapter are:

  • General supervision, written policies, procedures, and training

Lesson 4: Other Issues and Practical Considerations for Supervisors and Registrants for Effective and Compliant Social Media Use

Topics covered in this chapter are:

  • Specific social media issues for consideration