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  2. Financial management advisor - Wikipedia

    en.wikipedia.org/wiki/Financial_management_advisor

    The FMA is awarded by the CSI automatically upon the completion of the required coursework with an average of 60% or better consisting of three courses and six exams ranging in length from two to three hours: the Canadian Securities Course (CSC), the Professional Financial Planning Course (PFPC), and the Wealth Management Techniques Course (WMTC).

  3. Canadian Securities Institute - Wikipedia

    en.wikipedia.org/wiki/Canadian_Securities_Institute

    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 ...

  4. List of securities examinations - Wikipedia

    en.wikipedia.org/.../List_of_securities_examinations

    The Securities Industry Training Institute East Africa (SITI) was conceptualized in 2008 to standardize and administer market education for the East African region. It is a joint effort involving the region's Central Depository & Settlement Corporation Ltd (CDSC) and the following exchanges:

  5. Professional certification in financial services - Wikipedia

    en.wikipedia.org/wiki/Professional_certification...

    It comprises sequential modules in (i) financial securities, (ii) financial markets, and then (iii) a role specific selection from fixed income, derivatives, or fund management. The three exams typically take between 18 months and two years to complete. Candidates become full Members and may use the post-nominal "MCSI".

  6. Fellow of the Canadian Securities Institute - Wikipedia

    en.wikipedia.org/wiki/Fellow_of_the_Canadian...

    The Fellow of CSI (FCSI) is the highest credential offered by the Canadian Securities Institute (CSI) . The Fellow of CSI is held by a small number of financial services professionals in Canada who have met standards for industry experience, advanced education, ethics and who have been endorsed by peers and superiors.

  7. Diane Urquhart - Wikipedia

    en.wikipedia.org/wiki/Diane_Urquhart

    Diane Urquhart is a Canadian independent financial analyst and former senior securities industry executive. [ 1 ] [ 2 ] She is a major critic of the financial system in Canada, a member of the Small Investor Protection Association, [ 3 ] and president of the Social Planning Council of Ottawa.

  8. Chartered Financial Analyst - Wikipedia

    en.wikipedia.org/wiki/Chartered_Financial_Analyst

    The CFA Institute is a recognized Educational Institution by Revenu Quebec; CFA Charter-holders are legally recognized by the Canadian Securities Administrators (CSA) as qualifying for the position of portfolio manager, investment counsel, adviser in derivatives & commodity futures, exchange contracts and for the position of securities adviser ...

  9. Stockbroker - Wikipedia

    en.wikipedia.org/wiki/Stockbroker

    The Chartered Institute for Securities & Investment (CISI), established in 1992, is the largest UK professional body for investment professionals. [23] It evolved from the London Stock Exchange, has around 45,000 members in over 100 countries and delivers more than 40,000 exams each year. [24]