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Canadian Securities Institute

Canadian Securities Institute

The Canadian Securities Institute (CSI) has been setting the standard for excellence in life-long education for financial professionals for more than 45 years. CSI is part of Moody’s Analytics Training and Certification Services, which offers education programs and credentials throughout the world.

Our experience training over 800,000 global professionals makes us the preferred partner for individuals, financial institutions, and regulators internationally. Our expertise extends across the financial services spectrum to include securities and portfolio management, banking, trust, and insurance, financial planning and high-net-worth wealth management.

  • CSI is a thought leader offering real world training that sets professionals apart in their chosen fields and helps them develop into leaders who excel in their careers. Our focus on exemplary education and high ethical standards ensures that they have met the highest level of proficiency and certification.
  • CSI partners with industry regulators and practitioners to ensure that our programs meet the evolving needs of the marketplace. In Canada, we are the primary provider of regulatory courses and examinations for the Investment Industry Regulatory Organization of Canada’s (IIROC). Our courses are also accredited by the securities and insurance regulators.
  • CSI grants leading designations and certificates that are a true measure of expertise and professionalism. Our credentials enable financial services professionals to take charge of their careers and expand their skills beyond basic licensing requirements to take on new roles and offer broader services.
  • CSI is valued for its expertise, not only in the development of courses and examinations, but also in their delivery. CSI courses are available on demand in a variety of formats, thus enabling anytime, anywhere learning. We are continually leveraging new technology and pedagogical tools to meet the changing needs of learners and their organizations.
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Courses

E-learning
Live Webinar
Customer Service Length Price Location Reviews
PFP Designation (Course Bundle) Program dependent 275 USD Online
Finance
Certificate in Derivatives Market Strategies (CDMS) Program dependent Online
Certificate in Investment Dealer Compliance Program dependent Online
Certified International Wealth Manager (CIWM) Designation (Course Bundle) Program dependent Online
Financial Services
Canadian Securities Course (CSC) 135 - 200 hours 999 USD Online
Certificate in Commercial Credit (CICC) 50 - 60 hours 1,870 USD Online
Certificate in Personal Banking Program dependent Online
Chartered Investment Manager Designation (Course Bundle) Program dependent Online
Investment Funds in Canada (IFC) 90 - 140 hours 395 USD Online
Investing
Certificate in Technical Analysis Program dependent Online

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Canadian Securities Institute

200 Wellington Street West, 15th Floor
M5V 3C7 Toronto Ontario

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www.csi.ca


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