150:
25:
467:: Institute of Canadian Bankers (ICB) is acquired by CSI. Enables CSI to provide extended financial services training and educational courses. Begins to offer advanced educational courses in licensing and compliance training in banking, investment, wealth management, insurance, trust and management studies.
479:
Eleven (11) course bundles introduced by CSI to help professionals obtain various designations. These include the
Personal Financial Planner (PFP), CIM and Certified Financial Planner designations. Canadian Investment Manager designation renamed in September 2011 to Chartered Investment Manager (CIM)
246:
The
Canadian Securities Course is widely viewed by Canada's financial services sector as the de facto entry requirement for many careers of its paths. First offered in 1964, it has remained an exclusive part of the proficiency requirement to be registered as an investment advisor with an IIROC member
360:
For advanced estate and trust professionals, working in trust companies and law or accounting firms with some high level wealth management specialists, e.g., trust/tax officers, senior trust officers, estate planners and trust administrators. The MTI designation was introduced in 1976. In its 2012
319:
Comprehensive financial advice designation prevalent in financial institutions. It is recognized across Canada except Quebec and is accredited under ISO 17024*. (CSI also provides the education that meets Quebec's provincial requirements and leads to the IQPF Financial
Planning Exam and to earning
375:
Besides providing financial education within Canada, CSI partners with organizations worldwide to provide financial proficiency training in China, Europe, the Middle East, Central
America and the Caribbean. CSI designations are recognized by regulatory authorities, financial organizations and
387:
CSI was established as the "Canadian
Securities Institute" in 1970 by Canadian financial self-regulatory organizations (SROs) and changed its name in 2002 after incorporating as a for-profit entity under the name CSI Global Education Inc. It is more commonly known as the Canadian Securities
247:
firm. The CSC is recognized as a requirement for mutual fund representatives and exempt market dealer representatives. CSI also provides a simplified version for motivated investors who wish to increase their financial literacy/knowledge but do not plan a career as stockbrokers.
536:: Application requirements for mutual fund salesperson licensing are met by completing the Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC). Branch Compliance Officer licensing requirements are met by completing the Branch Compliance Officer's Course.
336:
Designation for investment advisors, financial advisors, financial planners and life insurance specialists, working within a securities firm, bank, or a financial planning organization who provide financial counsel to affluent clients (formerly known as Ch.P. Strategic Wealth).
267:
The 11 specialist certificates offered by the
Canadian Securities Institute are intended to provide specialized knowledge in a specific aspect of financial/investment management. Some are stand-alone; some provide interim qualifications for pursuing a designation. They are:
351:
This is the highest credential and honour bestowed by the
Canadian Securities Institute. At the end of 2012, the Fellow of CSI was held in good standing by 3,469 financial services professionals. A maximum of two individuals per year may be awarded an honorary FCSI.
514:
ISO 17024 establishes standards for "personal certifications" – i.e., professional designations. ISO 17024 accreditation signifies that CSI and the PFP program meet the requirements to be a credentialing organization (rather than merely an educator/examiner).
242:
The
Canadian Securities Institute offers 100 courses, 11 certificate programs, specialized designations, as well as continuing education programs for Canadian financial professionals, primarily in the area of financial advice.
250:
CSI offers programs and courses through a variety of formats including distance (primarily online) and in class, to make them as accessible as possible. Some courses are available through
Ontario community colleges (e.g.,
413:: Development of new designations in financial planning and portfolio management launched. Expanded beyond securities industry to serve training needs of banks, mutual fund dealers and universities.
988:
857:
216:) is a Canadian organization that offers licensing courses, advanced certifications, continuing education and custom training for financial services professionals in Canada and internationally.
196:
778:
539:
IFIE (International Forum for
Investor Education): CSI is a member of IFIE, a non-commercial, private sector organization that seeks to improve investor education around the world.
234:. The credentials offered by the institute are recognized by several foreign securities regulators, including those in the U.S., France, U.K., Singapore and Hong Kong.
568:: Qualification for the AMP designation is possible completion of a required course in residential mortgage lending and the Mortgage Professionals Canada Ethics Module.
552:
713:
1045:
367:
found that 12.3% of financial advisors overall held the CIM, 10.3% held the PFP and 10.2% were recognized as Fellows of the Canadian Securities Institute.
982:
1030:
867:
562:): Exemption from the Wills, Trust & Administration course within the STEP Diploma program is granted to those who complete CSI's MTI designation.
379:
Between 2005 and 2010, CSI had trained more than 1,000 financial professionals in China. It opened its first office in China – in Shanghai – in 2009.
219:
CSI provides licensing and testing to meet the regulatory requirements to work within the Canadian financial services industry. It is endorsed by the
328:
Designation enabling investment professionals to meet regulatory requirements for providing discretionary portfolio management services in Canada.
401:: Established as the Canadian Securities Institute. More than 750,000 financial services professionals had taken its courses to the end of 2012.
741:
42:
548:
CMT (Chartered Market Technician) Advanced standing in the CMT Program is achieved by students who complete CSI's Technical Analysis Course.
89:
555:): Exemption from Exam 1 of the PRM certification program is granted to those who complete CSI's Financial Markets Risk Management Course.
61:
1010:
473:: Acquired by Moody's Corporation for $ CDN 155 million. CSI operates as part of the Training and Certification arm of Moody's Analytics.
346:
1020:
636:
608:
559:
523:
The Canadian Securities Institute (CSI) has established partnerships and/or industry relationships with a variety of organizations:
68:
899:
822:
441:: Canadian Securities Institute is renamed CSI Global Education Inc. As of 2012, CSI resumed using "Canadian Securities Institute".
643:
425:: Specialized designation introduced to certify financial derivatives specialists. First such designation offered internationally.
407:: Fellowship of the Canadian Securities Institute (FCSI) was introduced Member, Trust Institute (MTI) designation is introduced.
1040:
1025:
1015:
659:
545:: CSI offers three approved core and advanced curriculum routes that lead to FP Canada Institute's pre-certification education.
75:
800:
508:
491:
57:
619:
717:
224:
108:
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451:(SAC), it brings Chinese financial services professionals to Toronto for educational programs (basic to advanced).
759:
448:
46:
1035:
565:
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881:
82:
695:
542:
256:
637:
http://www.fanshawec.ca/continuing-education/professional-associations/canadian-securities-institute
677:
35:
530:: Completing specific CSI courses is a requirement for meeting IIROC's registration categories.
486:: Canadian Securities Institute and its Personal Financial Planner (PFP) designation receive
259:
in Toronto). The PFP may be applied to an MBA (Financial Services) at Dalhousie University.
363:
231:
311:
The Canadian Securities Institute offers these specialized designations and distinctions:
8:
967:
830:
972:
862:
640:
591:
376:
associations in Canada and internationally. CSI operates 150 exam centres worldwide.
458:
252:
994:
808:
620:"Canadian Securities Course (CSC®) for Investors* - Canadian Securities Institute"
647:
195:
989:“Financial literacy key to stabilizing global financial system, CSI head says.”
962:
503:
The Canadian Securities Institute and its PFP designation received ISO 17024 (
1004:
995:“Advisors need to expand skill set to keep up with affluent clients: survey.”
431:: One of 10 educational providers in Canada granted accreditation to provide
938:
696:"Financial Planning Program – Quebec - Canadian Securities Institute"
24:
419:: First roster of Internet-based courses launched on CSI's website.
164:
340:
331:
155:
991:
Financial Post, Wealthy Boomer. Jonathan Chevreau, June 4, 2010.
985:
Canada.com. David Chilton, The National Post. November 7, 2011.
176:
149:
977:
528:
IIROC (Investment Industry Regulatory Organization of Canada)
221:
Investment Industry Regulatory Organization of Canada (IIROC)
220:
533:
527:
432:
801:"Moody's acquires CSI Global Education for $ 155 million"
504:
122:
Canadian Securities Institute (CSI Global Education Inc.)
920:
900:"Certificate of Accreditation Personnel Certification"
447:
Canada-China initiatives launched. Developed with the
355:
187:
553:
Professional Risk Managers' International Association
518:
370:
323:
237:
858:"CSI Global acquiring Institute of Canadian Bankers"
641:
http://www.centennialcollege.ca/partime/partners/CSI
921:"IFIE – International Forum for Investor Education"
314:
49:. Unsourced material may be challenged and removed.
678:"CSI Certificates - Canadian Securities Institute"
230:CSI is based in Toronto and Montreal and owned by
779:"How to get a direct taste of investing in China"
534:MFDA (Mutual Fund Dealers' Association of Canada)
1002:
320:the Financial Planner (Pl. Fin.) designation.)
742:"CSI aims to boost credibility of designations"
161:200 Wellington Street West Toronto, ON M5V 3C7
847:. Jonathan Chevreau, Dec. 3, 2010 12:37 PM ET;
660:"Dalhousie Academic Calendars - View Calendar"
505:International Organization for Standardization
341:Fellow of Canadian Securities Institute (FCSI)
332:CSWP – Chartered Strategic Wealth Professional
1046:Financial services companies based in Toronto
997:Investment Executive. IE Staff, July 7, 2008.
492:American National Standards Institute (ANSI)
395:Canadian Securities Course is first offered.
592:"About CSI - Canadian Securities Institute"
347:Fellow of the Canadian Securities Institute
776:
262:
194:
1031:Professional associations based in Canada
560:Society of Trust and Estate Practitioners
109:Learn how and when to remove this message
794:
792:
170:625 René-Lévesque Blvd West, Suite 400,
843:"Exporting financial advice to China,"
586:
584:
582:
1003:
736:
734:
480:to improve portability outside Canada.
798:
789:
509:American National Standards Institute
714:"discretionary portfolio management"
579:
498:
47:adding citations to reliable sources
18:
935:"CMT (Chartered Market Technician)"
731:
511:) simultaneously on June 28, 2012.
356:MTI – Estate and Trust Professional
13:
1011:Trade associations based in Canada
519:Partner and industry relationships
371:International education activities
324:CIM – Chartered Investment Manager
281:Estate Planning and Trust Strategy
238:Courses, programs and certificates
225:Canadian Securities Administrators
14:
1057:
1021:Organizations established in 1970
968:CSI Financial Services Career Map
956:
543:CFP (Certified Financial Planner)
973:CSI Workforce Training Solutions
315:PFP – Personal Financial Planner
148:
23:
927:
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874:
866:. March 2, 2007. Archived from
850:
837:
815:
799:Staff, IE (November 22, 2010).
770:
752:
507:) accreditation from the ANSI (
449:Securities Association of China
306:
58:"Canadian Securities Institute"
34:needs additional citations for
983:“Advisor quality on the rise.”
823:"Moody's Analytics - About us"
706:
688:
670:
652:
630:
612:
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457:: Acquired by investment firm
293:Fixed Income Trading and Sales
1:
1041:1970 establishments in Canada
1026:Finance industry associations
1016:Securities industry in Canada
963:Canadian Securities Institute
882:"Moody's picks up CSI Global"
777:O'Kane, Josh (7 March 2013).
572:
566:Mortgage Professionals Canada
284:Derivatives Market Strategies
206:Canadian Securities Institute
130:Private education institution
299:Advanced Mutual Funds Advice
275:Investment Dealer Compliance
7:
10:
1062:
490:accreditation through the
382:
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290:Advanced Investment Advice
278:Financial Services Advice
193:
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142:
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126:
433:life insurance licensing
296:Equity Trading and Sales
805:investmentexecutive.com
664:academiccalendar.dal.ca
361:Advisors' Report Card,
287:Small Business Advisory
263:Specialist certificates
255:in London, Ontario and
435:to Canadian students.
16:Canadian organization
1036:Investment in Canada
886:Investment Executive
764:Investment Executive
760:"Ahead of the curve"
746:Investment Executive
364:Investment Executive
214:CSI Global Education
172:Montreal, QC H3B 1R2
43:improve this article
888:. December 6, 2010.
748:. October 17, 2011.
272:Retirement Strategy
123:
863:The Globe and Mail
783:The Globe and Mail
766:. August 24, 2012.
646:2012-05-02 at the
257:Centennial College
121:
978:Moody’s Analytics
499:ISO accreditation
232:Moody's Analytics
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302:Personal Banking
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32:This article
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943:. Retrieved
939:the original
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868:the original
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41:Please help
36:verification
33:
461:in January.
388:Institute.
135:Established
1005:Categories
945:2013-08-01
907:ansica.org
827:www.csi.ca
724:2013-08-01
700:www.csi.ca
682:www.csi.ca
624:www.csi.ca
596:www.csi.ca
573:References
69:newspapers
488:ISO 17024
99:June 2012
644:Archived
165:Montreal
143:Location
551:PRMIA (
383:History
227:(CSA).
184:Website
156:Toronto
83:scholar
558:STEP (
445:2005:
223:, and
188:csi.ca
177:Canada
85:
78:
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903:(PDF)
477:2011:
393:1964:
90:JSTOR
76:books
639:and
484:2012
471:2010
465:2007
455:2006
439:2003
429:2001
423:2000
417:1999
411:1993
405:1976
399:1970
204:The
138:1970
127:Type
62:news
210:CSI
45:by
1007::
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