Canadian Securities Institute

Canadian Securities Institute

CSI Global Education Inc. (CSI) is a Canadian financial services education company that provides courses and credentials for financial services professionals (individuals and corporations) across all pillars of the financial services industry. CSI has a full mandate for all licensing education and testing for Canada’s financial services industry to build industry professionalization.

Courses (also available through distance education and self-study options) include the Canadian Securities Course, which is required to become a securities broker or investment advisor within Canada[1].

Contents

History

CSI was established as the Canadian Securities Institute in 1970 by Canadian self-regulatory organizations (SROs) and changed its name in 2002 after incorporating as a for-profit entity under the name CSI Global Education Inc.

In 1999, CSI launched its first roster of internet-based courses.

In 2001, CSI was one of 10 educational providers granted the accreditation to provide life insurance licensing to customers in the Canadian marketplace.

In January 2006, CSI was acquired by the investment firm Onex Corporation.

By 2007, CSI acquired the Institute of Canadian Bankers (ICB)[2], which enabled them to provide extended financial services training and educational courses.

In 2010, CSI was acquired by Moody’s Corporation and became an indirect subsidiary operating as a separate company under Moody’s Analytics, ensuring that CSI would continue to be the global leader in financial education and accreditation[3].

Designations

Designations offered through CSI include the Personal Financial Planner (PFP®), the Chartered Strategic Wealth Professional (CSWP™) for financial planning of high-value portfolios, the Canadian Investment Manager (CIM®) for discretionary investment management, the Member, Trust Institute (MTI®) designation and the Derivatives Market Specialist (DMS®) designation.

Member, Trust Institute

The MTI designation has been in the Trust and Estate industry since 1976. Since its inception, approximately 1,000 individuals have held this designation. As of August 2010, only approximately 300 people hold the designation. Many of these individuals will be retiring within the next five to ten years. Members of the Society who hold the Trust and Estate Practitioner (TEP) designation will often move on to pursue the MTI, which is the highest level qualification. It requires specific course requirements, examinations and ethics reviews. Students must also have a minimum of 3 years of work experience directly related to the trust and estate industry.

Certificates

CSI offers certificates across multiple financial services disciplines including:

  • Retirement strategy
  • Investment dealer compliance
  • Financial services advice
  • Estate planning and trust strategy
  • Derivatives market strategies
  • Small business advisory


References

  1. ^ http://www.theglobeandmail.com/report-on-business/managing/at-the-top/the-unlikely-path-of-a-would-be-academic/article1872137/page2/
  2. ^ http://www.theglobeandmail.com/report-on-business/csi-global-acquiring-institute-of-canadian-bankers/article744718/
  3. ^ http://www.investmentexecutive.com/client/en/News/DetailNews.asp?Id=55873&IdSection=147&cat=147

External links


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