News ReleasesProposals to Enhance the Obligations of Advisers, Dealers, and Representatives Toward Their Clients.Toronto, October 14, 2016In 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® DESIGNATIONToronto, JANUARY 29, 2016The 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 adviceToronto, November 5, 2014The 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 DirectorToronto, June 9, 2014The 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... Canadian Securities Institute® and Swiss-based Association of International Wealth Management bring world's leading wealth management designation to North AmericaToronto, February 5, 2014The Canadian Securities Institute® (CSI), a global leader in financial services education and credentialing and part of Moody's Analytics, has partnered with the Association of International Wealth Management (AIWM), a Geneva-based international non-profit organization for wealth management professionals, to bring the world-recognized Certified International Wealth Manager (CIWM) designation to Canada. Read More... Moody's Analytics/CSI partner with Vanier CollegeMontreal, November 13, 2013Vanier College and Moody's Analytics/CSI are pleased to announce a partnership agreement to facilitate access to key industry courses supplementing the college's existing professional development courses and industry-specific certification programs. Read More... Canadian Securities Institute celebrates Faces Behind the LettersToronto, November 12, 2013The Canadian Securities Institute (CSI), a Toronto-based global leader in financial services education and credentialing, has dedicated its 2013 integrated marketing program – called Faces Behind the Letters – to showcasing the leaders behind Canada's excellence in financial services and financial advice. Read More... Canadian Securities Institute introduces Certificate in Personal BankingTORONTO, June 27, 2013The Canadian Securities Institute (CSI), a Toronto-based global leader in financial services education and credentialing, launched a Certificate in Personal Banking. Read More... Canadian Securities Institute renews Junior Achievement supportTORONTO, February 21, 2013CSI helps students develop financial skills; takes on TMX Stock Market Challenge. Read More... Canadian Securities Institute launches Certificate in Advanced Mutual Funds AdviceTORONTO, January 16, 2013Comprehensive new credential provides financial advisors with specialized knowledge beyond licensing requirements; serves as talent management tool. Read More... Financial Literacy Month: Tips for InvestorsTORONTO, November 6, 2012Canadian Securities Institute (CSI) offers five simple ways to take proactive approach to one’s financial future and optimize relationships with advisors. Read More... Why Canadian Credentials MatterTORONTO, October 15, 2012Top five tips for new Canadians: How to make it in the financial services industry. Read More... Financial Services Employers Seek Job-ready AdvisorsTORONTO, October 3, 2012As professional bar rises in evolving advice industry, investors and financial institutions place higher premium on experience, expertise and credentials. Read More... Toronto Sun: Mapping the Financial Services LandscapeTORONTO, August 12, 2012For those looking to begin or advance a career in financial services, there is no shortage of choice when it comes to educational options. Read More... CSI Global Education partners with China Futures AssociationTORONTO, June 26, 2012For those looking to begin or advance a career in financial services, there is no shortage of choice when it comes to educational options. Read More... CSI supports Junior Achievement in inspiring financial literacy among youthTORONTO, March 21, 2012Canadian Securities Institute (CSI), a Toronto-based global leader in financial services education and credentialing, is pleased to announce its renewed sponsorship of Junior Achievement, a non-profit organization that prepares high-school students to achieve their full potential and participate in the global economy. Read More... Making sense of the "alphabet soup"TORONTO, December 6, 2011Canada's advice credentials landscape, with its diverse mix of designations and organizations that provide them, Read More... Personal wealth growing rapidly in ChinaTORONTO, April 4, 2011As country’s wealth segment expands, thirty-two more Chinese financial advisors embrace best practices in wealth management, Read More... CSI Global Education to confer Chartered Strategic Wealth Professional designation in ChinaTORONTO, December 3, 2010Expanding financial education and credentialing demonstrates the professionalization of financial advice as growing trend, Read More... Moody's corporation acquires CSI Global EducationNEW YORK, November 22, 2010Moody's Corporation (NYSE:MCO) announced today that it has acquired Canadian Securities Institute (CSI), Read More... Education is key component of global financial health and stabilityTORONTO, ON, June 4, 2010CSI Presents to the Federal Task Force on Financial Literacy Read More... CSI Global Education leads the way with launch of free financial glossary app for iPhoneTORONTO, ON, May 6, 2010Mobile app features more than 4,000 financial terms Read More... Canadian Securities Institute leads the way with new courses reflecting the trends towards ETF investingTORONTO, ON, Feb. 3, 2010CSI to Celebrate Milestone by Opening Today’s Trading Session at the TMX Read More... Canada's leading financial educator plays essential role in China's growing Securities Market9TORONTO, ON, Aug. 14, 2009CSI, Canada’s financial educator, has strengthened its education leadership in China with a new advanced education program for Chinese compliance executives. Read More... Students learn about dollars and sense from Canada's leading financial professionalsTORONTO, ON, June 2, 2009Fellows of CSI join with Junior Achievement to teach money management skills Canadian Securities Institute (CSI), Canada’s leader in professional financial services education has partnered with Junior Achievement of Central Ontario to bring financial literacy to grade seven students across the Greater Toronto Area. Read More... Canadian best practices take centre stage at financial conference in ChinaTORONTO, ON, February 25, 2009Professional financial education system fundamental to healthy marketplace An increased focus on education and proficiency of brokers, planners and advisors must be part of the regulatory changes to come out of the current world financial crisis, according to CSI, Canada’s leading financial educator. This message was one of the central themes discussed at a symposium being held for leading members of China’s securities industry earlier this month in Boao, China. Read More... Symposium Showcases the Strength of Canada’s Financial System in ChinaTORONTO, ON, February 13, 2009Canada Offered Unique Opportunity to share Expertise with China’s Securities Leaders CSI, Canada’s leading financial educator, recently co-hosted a groundbreaking joint symposium with China’s national securities Self-Regulatory Organization, the Securities Association of China (SAC). The symposium was focused on Risk Management and Securities Business Development, Center in Boao, China. The symposium represented a rare opportunity for members of Canada’s financial services industry to meet with China’s highest securities industry leaders and regulators. The symposium showcased the strength of Canada’s financial system, providing both Chinese and Canadian participants with a look at emerging best practices coming out of the global financial crisis. Read More...
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