Coming Next
Registration for webinars closes at 11:59 pm one day prior to the date of the webinar.
12Nov
Thursday Nov 12, 2026 | 1:00 pm EST
Discover the New CSC®: AI-Powered Learning for Career Readiness
Join us for an exclusive look at the new CSC® and the enhanced learning experience designed to help you succeed. You’ll also see the new AI Learning Coach in action and learn how it provides real-time support to help you stay on track, better understand key concepts, and feel more prepared every step of the way.
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Anthony Sueaquan
Executive Director, CSI -
Erik Buisson
Senior Director, Product Strategy, CSI
01Nov
Wednesday Nov 1, 2023 | 12:00 pm EST
Putting Clients First: Advisors’ Roundtable
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Sudha Sankar (FCSI®)
Wealth Advisor, RBC Dominion Securities -
Haiping Fu (FCSI®, CIM®, MBA)
Associate Wealth & Investment Advisor, RBC Dominion Securities -
Darren Dearing (MBA, CFP®, CIM®, FCSI®)
Wealth Advisor, Scotia Wealth Management -
Jim Templeton (FCSI®)
Financial Advisor, Manulife Securities Incorporated
25Oct
Wednesday Oct 25, 2023 | 12:00 pm EST
Comprehensive Financial Planning: How Client Relationships are Changing
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Goshka Folda
President and CEO of Investor Economics and Global Head of Research at ISS Market intelligence -
Carissa Lucreziano
Vice President Financial and Investment Advice, CIBC -
Sean Shore
Securities, Compliance and Regulatory Counsel at Canadian Compliance & Regulatory Law
30Aug
Wednesday Aug 30, 2023 | 12:00 pm est
Beyond CSC®: How to Jump-Start Your Financial Career
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Riyad Salam
National Director, Client Segment Strategy, Healthcare, Business & Professional Services at RBC -
Rui Barreto
Director - Client Service Specialist, CSI
10May
Wednesday May 10, 2023 | 12:00 pm EST
Transitioning to a Financial Career in Canada: A Newcomer’s Guide
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Riyad Salam, EMBA
National Director - Client Segment Strategy, Healthcare, Business & Professional Services, RBC -
Quoc Phan
Project Manager - Financial Services & Leadership Connections, ACCES Employment
28Mar
Tuesday Mar 28, 2023 | 12:00 pm EST
Develop Lasting Relationships: How to Better Communicate with Your Clients
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Neela White
FMA®, FCSI®, CIM®, CIWM, CPCA®, EPC, CEA® Portfolio Manager at Raymond James Ltd. -
Leslie Baker
CFA®, CFP®, CIM® Senior Manager, Strategic Communications at RBC Wealth Management -
Michael Tarantino
MBA, CPA, CMA, CFP®, CIM®, CIWM, FEA, TEP Vice President, Private Wealth Consultant, Family Office Services at RBC Wealth Management
31Jan
Tuesday Jan 31, 2023 | 12:00 pm EST
What’s Next? Your Future in Financial Services
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Rui Barreto
Director - Client Service Specialist -
Assunta Tutino
Assistant Director, Client Management -
Idrees Deen
Head, Marketing & Customer Experience -
Marie Muldowey
Managing Director at Canadian Securities Institute -
Tricia Summersby
Vice-President & Managing Director, Branch Supervision at BMO Nesbitt Burns -
Timothy Ho
Director, Practice Standards – National Sales & Practice Excellence, CIBC
25Jan
Wednesday Jan 25, 2023 | 1:00 pm est
Rotman-Canadian Securities Institute Strategy & Innovation in Wealth Management: An Introduction
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Walid Hejazi
PhD, MA, HBA, Professor, International Business, Rotman School of Management and Academic Director, Executive Programs -
Tiffany Harding
AVP, Head of Practice Management and Wealth Planning Services, Manulife
26Oct
Wednesday Oct 26, 2022 | 12:00 pm EST
Crafting a Robust Succession Plan for your Practice: An Advisors’ Guide
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Phillip Ackers
Founder and President, Lakeshore Performance Limited -
Melanie E. Russell
Founder and President - Kalex Valuations Inc.
14Sep
Wednesday Sep 14, 2022 | 12:00 pm EST
A Career in Banking – What’s in it for me
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Kelsey Kachur
Senior Talent Acquisition Partner, CIBC -
Shannon Mills
Senior Talent Acquisition Partner, Personal and Small Business Banking, CIBC -
Timothy Ho
Director, Practice Standards – National Sales & Practice Excellence, CIBC
22Jun
Wednesday Jun 22, 2022 | 12:00 pm
Financial Professionals Title Protection in Ontario – All You Need to Know
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Dan Miles
Director of Corporate Communications, FSRA -
Andrea Foy
Senior Manager- Market Conduct Policy, FSRA -
Wendy Horrobin
Head, Licensing and Risk Assessment, FSRA
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