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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
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:
In Canada, the RFP designation is conferred by the Institute of Advanced Financial Planners. [13] To become an RFP in Canada, candidates must pass exams, submit a sample comprehensive financial plan and meet education and experience requirements; IQPF awards the Financial Planner (F.Pl.) diploma in Quebec.
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 ...
The Canadian Securities Transition Office (French: Bureau de transition canadien en valeurs mobilières) is a federal organization that was created to assist in the establishment of a Canadian securities regulation regime and a Canadian regulatory authority. [21]
The National Registration Database (NRD) is a Canadian web-based database that allows security dealers and investment advisors to file registration forms electronically. (An individual or company in Canada who trades or underwrites securities, or provides investment advice, must register annually with one or more provincial securities regulators.)