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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...

Canadian Securities Institute® and Swiss-based Association of International Wealth Management bring world's leading wealth management designation to North America

Toronto, February 5, 2014

The 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 College

Montreal, November 13, 2013

Vanier 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 Letters

Toronto, November 12, 2013

The 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 Banking

TORONTO, June 27, 2013

The 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 support

TORONTO, February 21, 2013

CSI helps students develop financial skills; takes on TMX Stock Market Challenge. Read More...

Canadian Securities Institute launches Certificate in Advanced Mutual Funds Advice

TORONTO, January 16, 2013

Comprehensive new credential provides financial advisors with specialized knowledge beyond licensing requirements; serves as talent management tool. Read More...

Financial Literacy Month: Tips for Investors

TORONTO, November 6, 2012

Canadian 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 Matter

TORONTO, October 15, 2012

Top five tips for new Canadians: How to make it in the financial services industry. Read More...

Financial Services Employers Seek Job-ready Advisors

TORONTO, October 3, 2012

As 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 Landscape

TORONTO, August 12, 2012

For 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 Association

TORONTO, June 26, 2012

For 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 youth

TORONTO, March 21, 2012

Canadian 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, 2011

Canada's advice credentials landscape, with its diverse mix of designations and organizations that provide them, Read More...

Personal wealth growing rapidly in China

TORONTO, April 4, 2011

As 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 China

TORONTO, December 3, 2010

Expanding financial education and credentialing demonstrates the professionalization of financial advice as growing trend, Read More...

Moody's corporation acquires CSI Global Education

NEW YORK, November 22, 2010

Moody'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 stability

TORONTO, ON, June 4, 2010

CSI 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 iPhone

TORONTO, ON, May 6, 2010

Mobile app features more than 4,000 financial terms Read More...

Canadian Securities Institute leads the way with new courses reflecting the trends towards ETF investing

TORONTO, ON, Feb. 3, 2010

CSI 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 Market9

TORONTO, ON, Aug. 14, 2009

CSI, 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 professionals

TORONTO, ON, June 2, 2009

Fellows 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 China

TORONTO, ON, February 25, 2009

Professional 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 China

TORONTO, ON, February 13, 2009

Canada 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...