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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 ...
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.
The Canadian Securities Course [1] is the universal prerequisite for enrolling in any other CSI course or program. It consists of two volumes of instructional material plus a workbook. The following is a synopsis of the course content of the CSC: The Capital Markets and Financial Services; The Canadian Economy; Financing, Listing and Regulation
It was licensed under all Canadian provincial securities regulators (except Quebec, where it cooperates with the Autorité des marchés financiers (AMF) instead). Its members consisted of the distribution side of the industry that typically provide mutual funds and exempt fixed income products to Canadians through financial planners .
Moody's Analytics further added to its training services in November 2010, when it acquired Canadian Securities Institute Global Education Inc. (CSI), a provider of training and certification for the financial sector, best known for its introductory course to stocks and bonds, the Canadian Securities Course, which is mandatory for Canadian ...
Securities and exchange commissions of Canada (6 P) Pages in category "Securities industry in Canada" The following 12 pages are in this category, out of 12 total.
Financial Management Advisor, a professional designation of the Canadian Securities Institute Investment Advisor , an individual or firm that advises clients on investment matters Registered Investment Adviser , an individual or firm who has registered with the U.S. Securities and Exchange Commission or with a state regulatory agency in ...
Canadian securities regulation is managed through the laws and agencies established by Canada's 10 provincial and 3 territorial governments. Each province and territory has a securities commission or equivalent authority with its own provincial or territorial legislation.