Pre-Written Articles

CSI experts have written a number of articles that cover a wide range of popular investment topics. You may download these articles as Word or PDF documents for use in your newsletters and sales or marketing materials.

All pre-written articles are for the exclusive use of practising FCSIs and remain the property of the Canadian Securities Institute. Unauthorized use or duplication of these articles by persons who are not practising FSCIs is prohibited and subject to penalties provided by law.

Getting into the market: First, take stock of yourself
PDF | .zip

Investing in Stocks: Benefits and Risks
PDF | .zip

Rights and Warrants: Are they right for you?
PDF | .zip

Starting to invest: Opening an account
PDF | .zip

Option Basics: It all started with tulips
PDF | .zip

What lies ahead: The "life cycle" approach to financial planning
PDF | .zip

Wrap accounts: The investment package with an all-in-one fee
PDF | .zip