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ADVOCIS and CSI Join Forces to Offer Securities Courses to Members

Toronto, Ontario, December 11, 2017: Advocis, The Financial Advisors Association of Canada, has announced that it has entered into a new collaboration with The Canadian Securities Institute (CSI) to offer Advocis members an expanded range of continuing education and professional development opportunities focused on the securities market.

“CSI is proud to offer a menu of courses that can benefit Advocis members,” says Marie Muldowney, Managing Director of CSI. “Our Canadian Securities Course, Investment Funds Course and Branch Compliance Officers Course are all recognized as satisfying regulatory proficiency standards for licensing within the mutual fund and/or securities industries.”

The continuing education courses being offered have been accredited by multiple jurisdictions, including the Exchange Traded Funds (ETFs) for Mutual Fund Representatives Course - which is also recognized by the Mutual Fund Dealer Association (MFDA) as satisfying the requirements for mutual fund sales representatives to deal in ETFs.

“By offering our own quality education programs along with quality education providers like the CSI, we can provide practical and relevant education programs closely tied to an advisor’s professional practice and needs,” says Greg Pollock, president and CEO of Advocis.

Advocis maintains its commitment to delivering added value to its members by providing a discount of 10% on each of the CSI educational programs offered. Members who choose to take advantage of this unique opportunity will be able to access all of the courses online and at their convenience.

About Advocis

Advocis, The Financial Advisors Association of Canada, is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada. We are the home and the voice of Canada's financial advisors. Through its predecessor associations Advocis proudly continues a century of uninterrupted history of serving Canadian financial advisors, their clients, and the nation.

With more than 13,000 members in 40 chapters across the country, Advocis is the definitive voice of the profession, advocating for professionalism and consumer protection.

About CSI

The Canadian Securities Institute (CSI) is Canada’s leading provider of financial services education and credentials. CSI has been Canada's premier provider of professional qualifications and compliance solutions for almost 50 years, helping more than 700,000 financial professionals reach their career goals. CSI offers a comprehensive suite of over 170 courses and credentials ranging from the well-known Canadian Securities Course (CSC®) to the Personal Financial Planner (PFP)® and Chartered Strategic Wealth Professional (CSWP)™ designations. Valued for its expertise in Canada, CSI also partners with organizations worldwide to provide financial services consulting and training. For more information, please visit