Our Story

In 1964, the Investment Dealers' Association of Canada and the stock exchanges in Montreal, Toronto and Vancouver united to sponsor the new Canadian Securities Course (CSC). In announcing the course, the sponsors ruled that all new sales personnel employed by dealer member firms and corporations must pass the CSC before being approved to sell securities to the investing public. The course became mandatory for sales employees in most provinces in 1967, and even non-sales employees were required to take the course at many firms.

In 1970, the Canadian Securities Institute (CSI) was established by the self-regulatory organizations as the sole provider of the CSC. We incorporated in 2002 and changed our name to CSI Global Education. The reasons back in 1964 for the increased emphasis placed on training, specialization and professionalism in the financial services industry are remarkably similar to influences affecting the industry today. They include increasing complexity of technology, growing competition, a more sophisticated public demanding greater efficiency and service, and more government and private regulatory bodies requiring improved educational and ethical standards.

Today, in addition to being the IIROC-approved provider of the CSC, CSI offers 100 courses and 11 certificate programs along with numerous specialized designations and continuing education programs for financial services professionals, both globally and within Canada.


Our Customers

Below is a list of some of the customers that partner with the Canadian Securities Institute

BMO Bank of Montreal    
TD Canada Trust