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.

Download a copy of our media kit, read our News Releases, or browse through our list of resources that includes logos.

For media inquiries, please contact mamediarelations@moodys.com

News Releases

Canadian Securities Institute updates Professional Competency Profile for Financial Planners

January 31, 2022

The Canadian Securities Institute (CSI), a Moody's Analytics company, has launched the updated Personal Financial Planner (PFP^®) Professional Competency Profile. Read More...

CSI Launches Free Webinar Series to Support Financial Literacy Month

October 20, 2021

The Canadian Securities Institute (CSI), a Moody's Analytics company, is proud to extend its support of Financial Literacy Month with dedicated resources free to all Canadians. Read More...

CSI Launches Computer-based Exams and Remote Proctoring

December 14, 2020

The Canadian Securities Institute (CSI) has announced that students will now be able to take exams online with remote proctoring. Read More...

CSI Launches Free Webinar Series to Bolster Financial Literacy

November 2, 2020

The Canadian Securities Institute (CSI), a Moody's Analytics company, has launched a public awareness campaign in support of Financial Literacy Month Read More...

CSI Launches Initiative to Promote Better Financial Health for Seniors

November 28, 2019

The Canadian Securities Institute (CSI), a Moody's Analytics company, is pleased to announce the launch of its Financial Health for Seniors project. Read More...

Research into the effects of low interest rates on Canadian loan markets receives grant

May 8, 2019

The work of a Saint Mary's University researcher into the effects of low interest rates on the syndicated loan market in North American has received a boost. Read More...

Haskayne’s Alfred Lehar awarded professorship to study the impact of blockchain technologies on capital markets

February 5, 2019

When Bitcoin was founded more than ten years ago, few predicted how revolutionary crypto currencies could be. The ability to transfer funds around the globe without a central authority, centralized regulation nor established credibility, has had significant ramifications in financial, economic and legal circles. Read More...

Canadian Securities Institute Launches New Alternative Strategies Course

January 30, 2019

The Canadian Securities Institute (CSI), a Moody's Analytics company, is pleased to announce a new course, Alternative Strategies: Hedge Funds and Liquid Alts. The course prepares Canada's investment advisors to advise on and sell Alternative Mutual Funds, otherwise known as Liquid Alts. Read More...

Proposal to restrict use of the 'Financial Planner' title in Ontario.

April 18, 2018

CSI responds to the Ontario Ministry of Financial consultation on the regulation of financial planners. In our response we highlight the credibility of CSI credentials with particular focus on the PFP^® as a leading financial planning designation. Read More...

ADVOCIS and CSI Join Forces to Offer Securities Courses to Members

December 14, 2017

Advocis, The Financial Advisors Association of Canada, has announced that it has entered into a new collaboration with The Canadian Securities Institute (CSI) Read More...

CSI Sponsors IIAC Top Under 40 Award

November 2, 2017

The Investment Industry Association of Canada (IIAC) Top Under 40 Award recognizes and celebrates the new generation of highly motivated and talented young professionals Read More...

Canadian Securities Institute releases new Professional Competency Profile for Financial Planners

July 10, 2017

CSI continues to lead in applying best practices for financial services designations Read More...

Seneca's financial planning advanced diplomas now official pathways to Personal Financial Planner designation

February 6, 2017

Seneca is the first Ontario College to have two financial planning advanced diplomas approved by the Canadian Securities Institute (CSI).
Read More...

NISM and Moody's Analytics Launch Advance Certification in Derivatives Strategies

January 20, 2017

National Institute of Securities Markets (NISM) and Moody’s Analytics are pleased to announce the launch of NISM-Moody’s Certificate in Derivatives Market Strategies (CDMS) Read More...

Moody’s Analytics and Dalhousie University Introduce New Advanced Standing Stream for Dalhousie’s Financial Services MBA Program

Toronto, December 13, 2016

Moody’s Analytics has partnered with Dalhousie University (Dal) to offer an advanced standing stream in commercial credit to apply toward Dal’s blended online MBA in Financial Services. Read More...

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...