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Canadian Securities Institute
The Canadian Securities Institute (CSI; formerly, CSI Global Education) is a Canadian organization that offers licensing courses, advanced certifications, continuing education and custom training for financial services professionals in Canada and internationally. CSI provides licensing and testing to meet the regulatory requirements to work within the Canadian financial services industry. It is endorsed by the IIROC, Investment Industry Regulatory Organization of Canada (IIROC), and Canadian Securities Administrators (CSA). CSI is based in Toronto and Montreal and owned by Moody's Analytics. 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. Courses, programs and certificates The Canadian Securities Institute offers 100 courses, 11 certificate programs, specialized designations, as well as continuing education programs for Canadian financial professionals, primari ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Toronto
Toronto ( ; or ) is the capital city of the Canadian province of Ontario. With a recorded population of 2,794,356 in 2021, it is the most populous city in Canada and the fourth most populous city in North America. The city is the anchor of the Golden Horseshoe, an urban agglomeration of 9,765,188 people (as of 2021) surrounding the western end of Lake Ontario, while the Greater Toronto Area proper had a 2021 population of 6,712,341. Toronto is an international centre of business, finance, arts, sports and culture, and is recognized as one of the most multicultural and cosmopolitan cities in the world. Indigenous peoples have travelled through and inhabited the Toronto area, located on a broad sloping plateau interspersed with rivers, deep ravines, and urban forest, for more than 10,000 years. After the broadly disputed Toronto Purchase, when the Mississauga surrendered the area to the British Crown, the British established the town of York in 1793 and later designat ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
IROC
International Race of Champions (IROC) was a North American auto racing competition, created by Les Richter, Roger Penske and Mike Phelps, promoted as an equivalent of an American motorsports All-Star Game. Despite its name, the IROC was primarily associated with North American, oval-track racing. Drivers raced identically-prepared stock cars set up by a single team of mechanics in an effort to make the race purely a test of driver ability. It was run with a small field of 12 invited drivers. It was created and developed in 1972 by David Lockton, the developer of the Ontario Motor Speedway, launched in 1973, with Mark Donohue being the first driver to win the championship in 1974. The cars used that year were Porsche Carrera RSRs. Donohue's win in the fourth and last race of that season was his last win, as he died in a Formula One crash at the Österreichring in practice for the 1975 Austrian Grand Prix. The series was not run in 1981, 1982, or 1983. In 2007, IROC could ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Securities (finance)
A security is a tradable financial asset. The term commonly refers to any form of financial instrument, but its legal definition varies by jurisdiction. In some countries and languages people commonly use the term "security" to refer to any form of financial instrument, even though the underlying legal and regulatory regime may not have such a broad definition. In some jurisdictions the term specifically excludes financial instruments other than equities and Fixed income instruments. In some jurisdictions it includes some instruments that are close to equities and fixed income, e.g., equity warrants. Securities may be represented by a certificate or, more typically, they may be "non-certificated", that is in electronic ( dematerialized) or "book entry only" form. Certificates may be ''bearer'', meaning they entitle the holder to rights under the security merely by holding the security, or ''registered'', meaning they entitle the holder to rights only if they appear on a secur ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Professional Associations Based In Canada
A professional is a member of a profession or any person who works in a specified professional activity. The term also describes the standards of education and training that prepare members of the profession with the particular knowledge and skills necessary to perform their specific role within that profession. In addition, most professionals are subject to strict codes of conduct, enshrining rigorous ethical and moral obligations. Professional standards of practice and ethics for a particular field are typically agreed upon and maintained through widely recognized professional associations, such as the IEEE. Some definitions of "professional" limit this term to those professions that serve some important aspect of public interest and the general good of society.Sullivan, William M. (2nd ed. 2005). ''Work and Integrity: The Crisis and Promise of Professionalism in America''. Jossey Bass.Gardner, Howard and Shulman, Lee S., The Professions in America Today: Crucial but Fragile. Da ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Finance Industry Associations
Finance is the study and discipline of money, currency and capital assets. It is related to, but not synonymous with economics, the study of Production (economics), production, Distribution (economics), distribution, and Consumption (economics), consumption of money, assets, goods and services (the discipline of financial economics bridges the two). Finance activities take place in Financial system, financial systems at various scopes, thus the field can be roughly divided into Personal finance, personal, Corporate finance, corporate, and public finance. In a financial system, assets are bought, sold, or traded as Financial instrument, financial instruments, such as Currency, currencies, Loan, loans, Bond (finance), bonds, Share (finance), shares, Stock, stocks, Option (finance), options, Futures contract, futures, etc. Assets can also be Bank, banked, Investment, invested, and Insurance, insured to maximize value and minimize loss. In practice, Financial risk, risks are alway ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Organizations Established In 1970
An organization or organisation (Commonwealth English; see spelling differences), is an entity—such as a company, an institution, or an association—comprising one or more people and having a particular purpose. The word is derived from the Greek word ''organon'', which means tool or instrument, musical instrument, and organ. Types There are a variety of legal types of organizations, including corporations, governments, non-governmental organizations, political organizations, international organizations, armed forces, charities, not-for-profit corporations, partnerships, cooperatives, and educational institutions, etc. A hybrid organization is a body that operates in both the public sector and the private sector simultaneously, fulfilling public duties and developing commercial market activities. A voluntary association is an organization consisting of volunteers. Such organizations may be able to operate without legal formalities, depending on jurisdiction, includin ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Trade Associations Based In Canada
Trade involves the transfer of goods and services from one person or entity to another, often in exchange for money. Economists refer to a system or network that allows trade as a market. An early form of trade, barter, saw the direct exchange of goods and services for other goods and services, i.e. trading things without the use of money. Modern traders generally negotiate through a medium of exchange, such as money. As a result, buying can be separated from selling, or earning. The invention of money (and letter of credit, paper money, and non-physical money) greatly simplified and promoted trade. Trade between two traders is called bilateral trade, while trade involving more than two traders is called multilateral trade. In one modern view, trade exists due to specialization and the division of labour, a predominant form of economic activity in which individuals and groups concentrate on a small aspect of production, but use their output in trades for other products a ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Mortgage Professionals Canada
Mortgage Professionals Canada (French: ''Professionnels Hypothécaires du Canada'') is the national association representing Canada's mortgage industry. Mortgage Professionals Canada’s membership included 14,700+ mortgage brokers, mortgage lenders, mortgage insurers and other industry stakeholders. Mortgage Professionals Canada (formerly the Canadian Association of Accredited Mortgage Professionals or CAAMP) provides the Accredited Mortgage Professional (AMP) designation in Canada (French: CHA), to qualifying mortgage professionals. Mortgage Professionals Canada provides mortgage professionals with the Accredited Mortgage Professional (AMP) designation - the national designation for professionals in Canada’s mortgage industry. Mortgage Professionals Canada is also a consumer advocate, educating Canadian consumers about obtaining a mortgage, and providing access to a cross-country network of mortgage professionals. Activities Mortgage Professionals Canada provides advocac ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Society Of Trust And Estate Practitioners
STEP (the Society of Trust and Estate Practitioners) was founded by George Tasker in 1991 and is the international professional body for advisers who specialise in inheritance and succession planning. Its members are mainly solicitors, barristers, attorneys, accountants, tax advisers, trust officers and trust administrators as well as banking and insurance professionals in the trust field. Objectives The main focus of the organisation is to promote high professional standards within the profession, to provide educational and networking opportunities for its members and to contribute to debate and public policy in its specialist field. Membership STEP has more than 100 branches and chapters in 56 countries with a current membership in excess of 20,000. It runs a number of educational programmes, from entry-level certificates to a full diploma. Accumulated credits from these qualifications and prior experience determine the level of membership. Only full STEP members can use th ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Professional Risk Managers' International Association
The Professional Risk Managers' International Association (PRMIA) is a non-profit, member-driven professional organization that focuses on the development and education of the risk management profession. Its membership provides a network of risk professionals working to set standards for the global risk profession. PRMIA offers the Professional Risk Manager designation and several other certificate programs for professional certification purposes. Professional Risk Manager The Professional Risk Manager (PRM) designation is a professional certification offered by PRMIA. The designation was first awarded in 2004. The PRM is an "independent validation" of skills within the financial risk management profession, and professional ethics. The PRM and the FRM offered by the Global Association of Risk Professionals are often compared as being the two definitive risk management designations in the industry. PRM Candidates are required to pass two exams in sequence; both 4 hours in ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Certified Financial Planner
The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States, and by 25 other organizations affiliated with Financial Planning Standards Board (FPSB), the owner of the CFP mark outside of the United States. The certification is generally viewed as the gold standard designation in the financial planning industry. The certification is not a government designation, nor an accredited degree, but is managed by the Certified Financial Planner Board of Standards, Inc. (CFP Board) which was founded in 1985 as a 501(c)(3) non-profit organization. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee. In the United Kingdom, the CFP licence/designation is available to financial planners through membership of the Chartered Institute of ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Mfda
The Mutual Fund Dealers Association of Canada (MFDA) is a Canadian self-regulatory organization (SRO) that provides oversight to dealers that distribute mutual funds and exempt fixed income products. It is licensed under all Canadian provincial securities regulators (except Quebec, where it cooperates with the AMF instead). Its members consist of the distribution side of the industry that typically provide mutual funds and exempt fixed income products to Canadians through financial planners. It works in parallel to another Canadian SRO, the Investment Industry Regulatory Organization of Canada (IIROC), which is responsible for the distribution of equities, ETFs, and other exchange traded products such as closed-end funds. History The MFDA was created in June 1998 through an initiative by the Canadian Securities Administrators (CSA) in response to the rapid growth of mutual funds in Canada in the late 1980s. As of July 2013, the MFDA represented 115 mutual fund dealer members ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
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