Upcoming Webinars
Our resources are available free of cost for all CSI designation holders in good standing.
Registration for webinars closes at 11:59 pm one day prior to the date of the webinar.
Professional Incorporation of Advisors or Directed Commissions: Is there a difference and should you care?
Speakers: Sean Shore, Phillip Ackers
Date: June 2, 2022
Duration: 60 minutes
Time: 12:00pm to 1:00pm EST
Cost: Free
Allowing advisors to incorporate has long been a topic of discussion in Canada's financial services industry. Canadian Securities Administrators (CSA)'s decision to consolidate IIROC and MFDA into a new, single self-regulatory organization (SRO) by the end of 2022 has brought it to the centre stage again. Join us for an in-depth panel discussion on what this means for you as a registrant and how you can navigate this opportunity carefully.
On-Demand Webinars
Investing During Inflation: What Advisors Need to Know
Speakers: Bruce Monus
Date: April 28, 2022
Duration: 60 minutes
Time: 12:00pm to 1:00pm EST
Cost: Free
Inflation has not been this rampant since the 1970s and early 1980s—well before many market participants entered the financial industry—or even before they were born. Join our upcoming webinar as Bruce Monus focuses on helping advisors, many of whom have not experienced high inflation previously, adjust their clients' portfolios to protect them against the devastating effects of inflation.
Canadian Consumer Credit Outlook
Date: April 5, 2022
Duration: 60 minutes
Time: 12:00pm to 1:00pm EST
Cost: Free
Join us to hear our experts discuss the current and emerging trends in Canadian household credit conditions based on data from Equifax. We'll examine the impacts of the COVID-19 pandemic and the Russia-Ukraine military conflict to answer why inflation is top of mind for consumers and policymakers, how it will vary across segments and its impact on different spending drivers.
Attentes des recruteurs envers les nouveaux diplômés
Présentateurs : Natacha Savard-Storino | Kristopher Brazel | Louise Néron
Date: 22 mars 2022
Durée: 60 minutes
Coût: Gratuit
Sur le marché du travail, la concurrence est féroce. C'est d'autant plus vrai pour les nouveaux diplômés qui cherchent à démarrer leur carrière dans le secteur canadien des services financiers. Or, savoir ce que les gestionnaires recruteurs attendent de vous vous donnera un avantage sur vos concurrents. Voyez ce que les représentants des deux plus grandes banques canadiennes ont à dire.
Hiring Managers' Expectations For New Graduates
Speakers: Jennifer Livingstone | Leena Cherian | Lorraine Li
Date: January 19, 2022
Duration: 60 minutes
Time: 12:00pm to 1:00pm EST
Cost: Free
The job market is highly competitive. This is especially true for new graduates looking to start their careers in the Canadian financial services industry. Knowing what hiring managers expect from you is essential to give you an edge over your competition. Through this webinar, hiring managers from the top two Canadian banks will be answering this question.
Personal Financial Planner (PFP®) Virtual Graduation Celebration
Speakers: Stuart Gray | Carissa Lucreziano
Date: November 30, 2021
Duration: 60 minutes
Time: 12:00pm to 1:00pm ET
Join our annual virtual graduation celebration to recognize and congratulate the class of 2020-2021 for their successful completion of the Personal Financial Planner (PFP®) designation. Register now for free to join your fellow graduates and hear from guest speakers. You can view the list of graduates on our website.
CSI Designations Virtual Graduation Celebration
Speakers: Tiffany Harding
Date: November 30, 2021
Duration: 45 minutes
Time: 2:00pm to 2:45pm ET
Join our annual virtual graduation celebration to recognize and congratulate the class of 2020-2021 for their successful completion of the Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM), MTI® Estate & Trust Professional (MTI®) and Fellow of CSI (FCSI®) designations. Register now for free to join your fellow graduates and hear from guest speakers. You can view the list of graduates on our dedicated CIM®, CIWM, MTI® and FCSI® websites.
A Woman's Guide to Personal Finance
Speakers: Jennifer Vassell | Neela White | Carissa Lucreziano
Date: November 17, 2021
Duration: 60 minutes
Time: 12:00pm to 1:00pm ET
Managing money amid life's other priorities is no easy task, especially for women. Women must become more aware of their finances and create a robust plan to manage money and save for the future. This webinar will discuss the financial impact of various life stages on women and how to secure a better financial future.
Investors' Guide to Digital Assets
Speakers: Victor Li | Wei Xie | Shaun Cumby
Date: November 10, 2021
Duration: 60 minutes
Time: 12:00pm to 1:00pm ET
Digital assets have become a significant asset class for investors seeking potential returns and diversification. Through this webinar, you will understand what are blockchain and digital assets, and the risks and benefits of investing in digital assets.
Newcomers: Fast Track your Financial Career in Canada
Speakers: Tarun Dhingra | Monica Brennan | Deepinder Kohli
Date: November 3, 2021
Duration: 60 minutes
Time: 12:00pm to 1:00pm EST
Starting your professional journey in a new country can be daunting, especially in Canada's competitive Banking industry. This webinar will help you take the guesswork away and successfully transition into the workforce as a financial professional.
Baby Boomers, Millennials & Wealth Transfer: What You Need to Know.
Speakers: Julie Seberras | Evan Parubets | Colin White
Date: October 27, 2021
Duration: 60 minutes
Time: 12:00pm to 1:00pm EST
Retiring Canadians have worked a lifetime to build their net worth, and many are set to be part of the biggest transfer of wealth in our history. This session will provide insights on how Canadians can best prepare for smooth intergenerational wealth transfer by working with their advisors on creating a plan that protects what matters most to both the benefactor and the beneficiary.
Breaking into the Canadian Banking Industry – CSC® & IFC
Speakers: Natacha Savard-Storino, Juste Songailaite, Dylan Wilson
Date: October 19, 2021
Duration: 60 minutes
Time: 12:00pm to 1:00pm EST
Cost: Free
Hear from industry professionals and recent college graduates about getting a head-start and landing a job in the Canadian banking industry. The speakers will discuss the Canadian financial services landscape structure, opportunities available, and what employers look for in potential candidates.
ADVISORS' RESPONSIBILITY: DEALING WITH VULNERABLE CLIENTS
Date: June 15, 2021
Duration: 60 minutes
Time: 12 pm to 1 pm EST
Cost : Subscription Based
As Canada's population ages, advisors are tasked to care for clients exhibiting signs of financial abuse and diminished capacity. This vital responsibility, along with "Client Focused Reforms," shows that an advisor's role in the client's life has never been more critical. This webinar will explore recently announced changes by the CSA for vulnerable investors and provide practical guidance on how advisors can support their aging clients.
ADVISORS' GUIDE TO DIGITAL ASSETS
Date: May 19, 2021
Duration: 60 minutes
Time: 12 pm to 1 pm EST
Cost : Subscription Based
The 2008 financial crisis gave rise to the creation of Bitcoin. This webinar will provide insights into investing in digital assets, the benefits and risks involved and draws comparisons with traditional investment vehicles like ETFs. It will also include an update on Canadian developments for regulating digital assets, specifically the new CSA/IIROC Staff Notice that guides digital asset trading platforms.
POST-PANDEMIC ECONOMY
Date: April 27, 2021
Duration: 60 minutes
Time: 12 pm to 1 pm EST
Cost : Subscription Based
This session considers the global economy's prospects post-pandemic. The near-term outlook is good given the winding down of the pandemic, substantial pent-up demand and savings, and continued massive monetary and fiscal support. But there are threats to this optimism, including overvalued asset prices, prospects for higher inflation and interest rates, and heavier debt loads. The pandemic will also have some long-lasting impacts on how we live and work.
PRÉVENTION DE LA FRAUDE FINANCIÈRE – DES HISTOIRES VRAIES (In French Only)
Date: Le 30 mars 2021
Durée: 60 minutes
Heures: 12h à 13h HNE
Coût : Sur abonnement
Nous avons tous déjà entendu parler de cas de fraude financière dans les médias. Mais connaissez-vous les conséquences réelles de ces cas sur les victimes? Je vous invite prendre le temps de discuter de cas vécus de fraudes qui ont affectés certains de nos clients. Nous examinerons des histoires vraies qui ont nui à la vie des clients en général, et en particulier à leur santé financière.
Aging-in-Place: The Conversation for Preparedness
Date: February 9, 2021
Duration: 60 minutes
Time: 12:00 pm to 1:00 pm EST
Cost: Subscription Based
Planning early to age-in-place will help your clients live the life they want with confidence and control as they grow older. Most Canadians want to age-in-place—within their own homes and communities—planning can help your clients achieve this goal. The earlier you start helping them prepare, the more equipped you will be to respond to the changes like health, mobility and social connections that may occur as they age.
Trade Like A Pro
Date: December 17 2020 & January 14 2021
Duration: 60 minutes
Time: 2:00 pm to 3:00 pm EST
Cost: Free
Gain the knowledge and ability to understand market changes and develop repeatable and sustainable investment processes for your clients. Lloyd Williams will share the beliefs, mindset, and cooperative decision-making processes that together equipped participants with the tools and questions to execute the right trades during the market correction.
Preventing and Protecting Against Fraud and Financial Abuse
Date: November 24 2020
Duration: 60 minutes
Time: 12:00 pm to 1:00 pm EST
Cost: Free
Be aware of the signs to watch out for, learn how to minimize the risks and know what to do if you are a victim. Anyone can fall prey to financial fraud. New scams frequently emerge to target people resulting in financial loss.
Planning & Saving for the Future
Date: November 17, 2020
Duration: 60 minutes
Time: 12:00 pm to 1:00 pm EST
Cost: Free
Understand how to set objectives, identify paths, and take concrete steps to achieve your life and financial goals—such as education, retirement, and more. Develop an understanding of financial products and service options.
Managing Money and Debt Wisely
Date: November 4, 2020
Duration: 60 minutes
Time: 12:00 pm to 1:00 pm EST
Cost: Free
Build a solid foundation of financial knowledge to make the most of your income, meet financial commitments and make wise spending decisions. Know how to track expenses and budget to feel more in financial control.
Canadian Housing Outlook: Upward Climb
Date: September 23, 2020
Duration: 60 minutes
Cost: Free
As remote working has become the norm, more Canadians are opting for home-ownership outside of congested cities, furthered by the Bank of Canada's mortgage rate cuts. This webinar discusses emerging risks and opportunities in the Canadian housing market, including highly localized findings from our neighbourhood and city / town-level forecasts.
Support Business Recovery while Managing Credit Risk
Date: September 16, 2020
Duration: 60 minutes
Cost: Free
During this webinar, we will examine the steps lenders must take so they can support their clients' rebuilding efforts while managing their own risk exposure, focusing in on cash flow, working capital and projections. We will also explore the risks most likely to persist as the economy recovers, the impact of an uneven recovery on various sectors, and the impact of government stimulus.
Canada—Sovereign and Provicial Webinar
Date: July 9, 2020
Duration: 60 minutes
Cost: Free
Canada and its provinces face significant deficits, large increases in debt, and a prolonged recovery from the pandemic's unprecedented shock. Join the Moody's Sovereign team as they discuss their view on credit pressure in Canada.
Navigating Problem Loans and SME Credit Risk During the Pandemic
Date: June 30, 2020
Duration: 60 minutes
Cost: Free
In this webinar, we'll address the macroeconomic impact of the pandemic, how SMEs in particular have been impacted, and what skills lenders will need to appropriately assess business viability and, ultimately, repayment capacity.
How To Become Your Client's Financial Architect
Date: May 7, 2020
Duration: 45 minutes
Cost: Free
This webinar focuses on the importance of collaborating with clients during this unprecedented time and beyond. We will discuss the tools you need to become your client's Financial Architect, reinforcing your value to existing clients and helping to attract others.
Behavioral Economics: Investing During a Crisis
Date: April 29, 2020
Duration: 60 minutes
Cost: Free
Decades of social science research indicate that we are poor planners, fickle savers and self-destructive investors, and much of the reason lies in how we process information and make decisions. This webinar focuses on how to become better financial architects for clients by understanding the behavioral challenges while making financial decisions, especially in times of crisis.
How Are You Doing? How Are Your Clients Doing? – Advisor Townhall
Date: April 7, 2020
Duration: 60 minutes
Cost: Free
Advisors are on the front lines, and under tremendous pressure, to deal with the expectations and stresses of clients during this unprecedented time. This webinar talks about how advisors can navigate these challenging times and get through this crisis. It also prepares them for the opportunities in its aftermath.
Preventing Financial Abuse of Older Adults
Date: February 11, 2020
Duration: 60 minutes
Cost: Subscription Based
This session will provide advisors with an overview of financial abuse specific to older adults, and demonstrate, through the use of case studies, the legal options and approaches to empowering older adults and preventing victimization.
Understanding the Complexities of Elder Abuse
Date: January 28, 2020
Duration: 60 minutes
Cost: Subscription Based
Finance professionals who engage with senior clients play a critical role in recognizing the warning signs of abuse and can offer support to seniors at-risk or experiencing abuse. Advisors will learn the complexities of elder abuse by reviewing case studies to better understand key issues that may become apparent in their daily practice.
Starting the Conversation
Date: January 14, 2020
Duration: 60 minutes
Cost: Subscription Based
This session provides perspective on the challenges that encompass aging and will offer solutions for preparedness. There is a critical need to give thought to realistic life plans surrounding aging, having meaningful conversations, and helping to facilitate better outcomes for this important time in everyone's lives.
The changing face of retirement advice
Date: December 12, 2019
Duration: 60 minutes
Cost: Subscription Based
The picture of retirement has changed from a generation ago. Today, increasing numbers of clients are embracing the concept of “the modern elder”. This session discusses how that affects later life planning - and how the advisor can become a catalyst, educator and coach for clients entering this new phase of life.
Projects
Articles & Resources
Rethinking Retail Banking
Learn the three expert areas bankers should focus on to meet customers' expectations and provide sound advice to create value as technology continues to alter retail banking.
Building Skills to Buttress against Loan Losses
A skilled employee base is critical to emerging from a downturn in the strongest possible position. This article identifies the specific skills that lenders will need to navigate the economy now and post-pandemic.
Are you prepared for a financial crisis?
As the financial world grapples with a sudden and far-reaching downturn, credit professionals are required to upskill themselves to handle all its complexities. Here's how Moody's courses can help learners navigate these uncertain times.
Training Effectiveness Benchmarking Report
This report shares the average pre-test and post-test scores for our most popular eLearning courses. It compares banks' scores to the global average and shares in-depth insights on course effectiveness based on participant surveys deepening the analysis of the training.
Canada Outlook – Forecast Update for Q2 and Beyond
This paper analyses data from the Government of Canada and explores various scenarios and outcomes for Canada's labour market, equities and commodities market, interest rates fluctuations, policy changes by the Bank of Canada and the housing market.
Moody's Coronavirus Credit and Economic Research
Moody's is now offering its research and views on the credit and economic impact of the coronavirus.
Building a Strong Credit Culture
This whitepaper uncovers how a strong credit risk culture will benefit your organization to support sustainable growth and differentiate your bank in a highly competitive marketplace.
Improving Credit Writing
This article uncovers the four critical factors that combine to produce a top-performing credit culture to benefit your organization in a highly competitive market.
Back to the Future of Relationship Banking
Why banks must better balance their digital offerings with an elevated level of personal and business advice to build lasting relationships.
How to Develop Successful Small Business Lenders
Learn the best practices for developing relationship managers into consultants. Uncover how they bridge the gap between the sales conversation and the credit analysis to improve loan submission quality and create customer loyalty.
Whose Job is Credit Risk?
Get best practices for building a foundation of credit skill and knowledge among all employees and concrete examples for implementation. This paper shows you how creating a strong risk management culture will protect the financial safety of your institution.
The Front Nine: How to Beat Par in Small Business Banking
Small business owners want stable relationships, especially when it comes to their borrowing needs. Even though many are reluctant to borrow heavily in today's uncertain environment, their trust and loyalty can be won by demonstrating an understanding and appreciation of their business and clearly communicating how the bank can add value.
Small Businesses Big Payoff
Small businesses, like their owners, are unique. The most successful lenders are continuously learning to understand the needs of individual small businesses and how to best address their operational and lending needs. Small businesses need a lending partner who knows how to get them on track for sustainable growth.
Maximizing Results, Minimizing Risks: How Do You Balance Risk with Growth?
This White Paper will help you build a high-quality loan portfolio using effective opportunity analysis and strong risk management practices.
Raising the Bar: Proficiency Standards, Increased Regulation, and You
This article examines the proficiency standards set, what the public expects from financial professionals, the importance of security regulators and the role of knowledge requirements for a professional.
Expecting the Unexpected: Evolving knowledge requirements amidst rapid change
This article delves into the Financial Service industry's changes and challenges, and how Canadian Securities Institute evaluates, navigates, overcomes and provides a roadmap to success in the industry.
Disclaimer
The content on this site is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our site constitutes a solicitation, recommendation, endorsement, or offer of specific financial products or services. Links to other websites on the World Wide Web are aggregated for your convenience in locating related information and services. These websites are maintained by third parties over which CSI exercises no control. Accordingly, CSI expressly disclaims any responsibility for the content, the accuracy of the information, the quality of products or services provided by or advertised on and/or software downloaded from these third-party websites. Moreover, these links do not imply an endorsement of any third party or any website or the products or services provided by any third party.