Customized Learning Solutions That Work

CSI sets the standard for financial services education in Canada. Our proven track record of learning solutions can help your workforce become experts in their fields. Whether you are looking for standalone learning products or fully managed learning solutions, we offer world-class training tailored to meet the unique needs of your organization.

How We Work

Discover

Remain agile in today's market. Our strategy takes into account the individual goals of your employees so that we can provide practical, relevant and real-time learning solutions. Our programs help grow the expertise of your employees, assist with talent retention and push your organization ahead of your competition.

Customize

Choose from a wide range of solutions that fit your specific needs. We offer the highest standards of learning through our acclaimed methodology and a full suite of courses and tools to yield the best results. Areas of expertise include Retail and Business Banking, Financial Planning and Insurance, Investment Management and Trading, Wealth Management and Leadership Management and Compliance.

Implement

Create an engaging learning experience for your organization that helps improve the entire training and development process. We combine traditional learning methods with companion e-learning modules comprised of videos, podcasts and online tools that can be applied to any training topic or organization size. Accessible at any time from anywhere, these training materials reinforce knowledge retention, enabling your employees to have more control by learning at their own pace.

Analyze

Measure the success of your employees by using our evaluation reports that track their activity through all steps of the training process. Our team can walk you through these metrics to gain a snapshot and an in-depth understanding of where your staff is in the learning curve at any given time. Our post-training support also ensures that your organization will remain ahead of the latest trends and changes in your industry, thus keeping your team's skill levels current.

Support

Motivate your employees to help them to achieve their objectives. Your relationship manager will be your key point of contact and will work with you to develop training strategies that target organizational goals. An overview of your employees' learning needs will be provided and we will work with you to improve and adjust your training requirements as needed.

Areas Of Specialization

Train from the experts in financial services

RETAIL BANKING

Train your staff members in relationship management to provide the best in financial advice and meet the ever-changing demands of your customers.

Financial Planning & Insurance

Protect your customers against financial risk by ensuring your financial planners are certified to work as advisors in banking, securities, mutual funds and insurance.

Investment Management & Training

Invest in training for your workforce to equip them with the specialized knowledge and skills they need to deliver superior results with minimal risk to your customers.

Business Banking

Empower your personnel to deliver smart business solutions with our best-in-class Small Business Banking and Commercial Lending courses.

Wealth Management

Give your employees the wealth management and estate planning expertise they need to offer affluent clients specialized investment and retirement solutions.

Leadership Management & Compliance

Provide your senior management with training focused on leadership skills, risk management, compliance and customer management to enable them to lead winning teams.

Meet The Team

Get in touch with our team to learn more about how we can complement your training needs so that you can reach your business goals.

John Pappas

Senior Director

john.pappas@moodys.com

Canada-wide

Rui Barreto

Associate Director

rui.barreto@moodys.com

Central Canada

Chantel Parise

Assistant Director

chantel.parise@moodys.com

Western Canada

Assunta Tutino

Assistant Director

assunta.tutino@moodys.com

Eastern Canada

Advance Your Workforce

Here's how we help you keep your top talent up-to-date in an ever-changing financial landscape.