WHAT IS THE CSI PODIUM?

CSI Podium is a new and unique initiative created in the spirit of our overall mission to provide thought leadership and real-world training. This exclusive platform offers CSI designation holders opportunities to speak on topics that will benefit their clients, colleagues and the investing public through webinars. Speakers are also awarded CE credits for giving back to the CSI designation community.

Total Learners

21

Speakers

Companies Trained

17

Webinars

Courses Offered

+7000

Attendees

Designated Professionals

+20,000

Website Views

HOW CAN I PARTICIPATE?

We are constantly looking for experienced and knowledgeable speakers to conduct webinars on a wide range of topics in the financial services landscape that will benefit advisors and their clients. To become a CSI Podium speaker, follow the link below to fill out the speaker application form. Before you apply, please review the below speaker policy:

Objective

This platform aims to provide thought-leadership and real-world training to financial professionals, clients, and the investing public. We do not allow direct or indirect promotion of products and services. If any webinar attendee would like to reach out to you, they can get in touch after the webinar.

Permission

The speakers' responsibility is to take the necessary permissions and approvals from their employers to speak at a CSI Webinar. Speakers will be featured in various forms of media—including print, online, and out-of-home advertising—as required to promote the webinar and/or other CSI products.

Content

Speakers are responsible to create their content and ensure that they have necessary permissions to present it and be shared online through social channels. CSI will not provide support to create content. The content and presentation materials should not contain any information or imagery that can cause copyright, trademark or domain name infringement, privacy violations, libel or slander.

Claims by our speakers should be accurate to the best of the speaker's understanding at the time and should be based on information that has survived scrutiny by experts in the field. Speakers are expected to be transparent about the basis for any factual claims and provide credits and information to support their statements. If a claim is based on aspirational work or ideas without real-world examples, that context must be made clear during the webinar.

 

 

If you need more information on our webinar experience, we recommend you attend any of our upcoming webinars or watch our on-demand webinars.

Upcoming Webinars

This year, our webinar series focuses on the latest trends and topics in the Canadian financial services industry. The webinars are available at no charge. If you are unable to attend, we recommend you still register. We'll send you a link to the webinar recording once it becomes available. Registration will close at 11:59 pm, one day before the webinar date.

On-Demand Webinars

We organize several webinars every year during Financial Literacy Month and beyond on a broad range of financial topics that benefit the investing public and financial advisors. Watch our on-demand webinars through our dedicated Resources Hub. You must hold a CSI designation in good standing or have an active annual subscription to access some content.

FAQ's

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What is the CSI Podium?

CSI Podium is a new and unique initiative created in the spirit of our overall mission to provide thought leadership and real-world training. This exclusive platform offers CSI designation holders opportunities to speak on topics that will benefit their clients, colleagues and the investing public through webinars.

How do I become a speaker?

To become a CSI Podium speaker, fill out this form as detailed as possible. Your application will directly go to our speaker selection team.

Can I suggest someone I work for or a client of mine to become a speaker?

Yes, you can share the link to the application form so that they can fill it out.

What is the process of becoming a speaker / What happens after I submit the speaker form?

The CSI council will review your application and reach out to you over email within 5-10 buisness days.

What is the eligibility criteria?

We will review your topic, profile, industry knowledge/experience and past speaking engagements (if any) and make a decision based on the available information. We recommend that you share as detailed information as possible to help us make review your application.

What information I need to share on my speaker form?

To help us review your application, please share your basic profile details, topic of interest that you would like to speak on, and links to past speaking engagements.

Do I need to prepare anything before applying to become a speaker?

Yes, before you apply to become a speaker, you must read through our speaker policy:

Objective

This platform aims to provide thought-leadership and real-world training to financial professionals, clients, and the investing public. We do not allow direct or indirect promotion of products and services. If any webinar attendee would like to reach out to you, they can do so after the webinar.

Permission

The speakers' responsibility is to take the necessary permissions and approvals from their employers to speak at a CSI Webinar. Speakers will be featured in various forms of media—including print, online, and out-of-home advertising—as required to promote the webinar and/or other CSI products.

Content

Speakers are responsible to create their content and ensure that they have necessary permissions to present it and be shared online through social channels. CSI will not provide support to create content. The content and presentation materials should not contain any information or imagery that can cause copyright, trademark or domain name infringement, privacy violations, libel or slander.

Claims by our speakers should be accurate to the best of the speaker's understanding at the time and should be based on information that has survived scrutiny by experts in the field. Speakers are expected to be transparent about the basis for any factual claims and provide credits and information to support their statements. If a claim is based on aspirational work or ideas without real-world examples, that context must be made clear during the webinar.

Can I partner with a colleague to speak on a topic?

Yes. Both speakers will be required to fill out the application form, mentioning the name(s) of the person you'd like to partner with.

Will I be awarded CE credits if I conduct a webinar as a CSI Podium speaker?

Yes, you will be awarded CE credits for giving back to the community. These CE credits only apply to all CSI designations. They are not valid for IIROC or other professional associations.

How long are the webinars?

Our webinars are usually one hour long, including 5 minutes for introductions, 40-45 minutes for the webinar topics and 10-15 minutes for Q&A.

What do you pay speakers?

This is a voluntary and complementary platform for experienced CSI designation holders to reach out to a larger audience of financial professionals and the general public. We do not pay speakers. CSI bears the cost to promote and conduct the webinars.

Can I promote the webinar to my audience?

Yes, you can share the CSI promotional post/content through your personal network, website, social media channels, etc.