CSI Media Room
Welcome to the CSI Media Room where you will find the latest news releases and resources that will help you find out more about us.
For media inquiries please contact Amy Umpleby.
Proposals to Enhance the Obligations of Advisers, Dealers, and Representatives Toward Their Clients.
Toronto, October 14, 2016
In April the Canadian Securities Administrators (CSA) published Consultation Paper 33-404 – Proposals to Enhance the Obligations of Advisers, Dealers, and Representatives Toward Their Clients. Read More...
Canadian Securities Institute® PARTNERS WITH MOHAWK COLLEGE TO OFFER PFP® DESIGNATION
Toronto, JANUARY 29, 2016
The Canadian Securities Institute® (CSI) is pleased to announce that it has partnered with Mohawk College and approved their two-year Ontario College Diploma Program in Financial Services as an educational path leading to the Personal Financial Planner (PFP®) designation. Read More...
Canadian Securities Institute alumni share the good, bad and the ugly in financial advice
Toronto, November 5, 2014
The Canadian Securities Institute® (CSI), is celebrating the excellence in Canada’s financial services through a creative campaign, Faces Behind the Letters, encouraging advisors to share their stories of success, leadership and growth. Read More...
Canadian Securities Institute® appoints new Managing Director
Toronto, June 9, 2014
The Canadian Securities Institute (CSI), a Toronto-based global leader in financial services education and credentialing, is pleased to announce the appointment of Marie Muldowney as Managing Director of Financial Services Training and Certification at Moody’s Analytics and head of Canadian Securities Institute, effective immediately. Read More...
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