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, primarily in the area of financial advice. 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 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. 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.,Specialist certificates
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: * Retirement Strategy * Investment Dealer Compliance * Financial Services Advice * Estate Planning and Trust Strategy * Derivatives Market Strategies * Small Business Advisory * Advanced Investment Advice * Fixed Income Trading and Sales * Equity Trading and Sales * Advanced Mutual Funds Advice * Personal BankingDesignations
The Canadian Securities Institute offers these specialized designations and distinctions:PFP – Personal Financial Planner
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 the Financial Planner (Pl. Fin.) designation.)CIM – Chartered Investment Manager
Designation enabling investment professionals to meet regulatory requirements for providing discretionary portfolio management services in Canada.CSWP – Chartered Strategic Wealth Professional
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).Fellow of Canadian Securities Institute (FCSI)
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.MTI – Estate and Trust Professional
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 Advisors' Report Card, ''International education activities
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 associations in Canada and internationally. CSI operates 150 exam centres worldwide. 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.History
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 Institute. * 1964: Canadian Securities Course is first offered. * 1970: Established as the Canadian Securities Institute. More than 750,000 financial services professionals had taken its courses to the end of 2012. * 1976: Fellowship of the Canadian Securities Institute (FCSI) was introduced Member, Trust Institute (MTI) designation is introduced. * 1993: 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. * 1999: First roster of Internet-based courses launched on CSI's website. * 2000: Specialized designation introduced to certify financial derivatives specialists. First such designation offered internationally. * 2001: One of 10 educational providers in Canada granted accreditation to provide life insurance licensing to Canadian students. * 2003: Canadian Securities Institute is renamed CSI Global Education Inc. As of 2012, CSI resumed using "Canadian Securities Institute". * 2005: Canada-China initiatives launched. Developed with theISO accreditation
The Canadian Securities Institute and its PFP designation received ISO 17024 (Partner and industry relationships
The Canadian Securities Institute (CSI) has established partnerships and/or industry relationships with a variety of organizations: * IIROC (Investment Industry Regulatory Organization of Canada): Completing specific CSI courses is a requirement for meeting IIROC's registration categories. * MFDA (Mutual Fund Dealers' Association of Canada): 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. * 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. * CFP (Certified Financial Planner): CSI offers three approved core and advanced curriculum routes that lead to FP Canada Institute's pre-certification education. * CMT (Chartered Market Technician) Advanced standing in the CMT Program is achieved by students who complete CSI's Technical Analysis Course. * PRMIA (References
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