Canadian Securities Institute, Moody's Analytics Training & Certification Services
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Knowing the Investor


The Knowing the Investor course has been developed to help financial professionals in Quebec regulated under Chambre de la sécurité financière (CSF) and l’Institut québécois de la planification financière (IQPF) meet continuing education requirements in Compliance with standards, ethics and professional practices.

This training describes concepts, details and regulations regarding your professional conduct and protection of the public. All of these elements have a common source: know your client (KYC), one of the cornerstones of the investment industry.