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Company: Canadian Securities Institute

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School exam student's taking educational admission test in class, thinking hard, writing answer in university classroom, education and world literacy day concept (School exam student's taking educational admission test in class, thinking hard, writing

Dealers and representatives face issues due to CSI exams being suspended

senior couple sitting at table with financial advisor

CSI's Financial Health for Seniors initiative will provide advisors with free resources on serving senior clients

With the CSI's exclusive contract coming to an end in January 2016, the timing appears right for an overhaul

CSI alumni share the good, the bad and the ugly in financial advice

  • By: IE Staff
  • November 5, 2014 November 5, 2014
  • 16:30

The Certified International Wealth Manager (CIWM) designation offers a new global standard in wealth management proficiency

  • By: IE Staff
  • February 6, 2014 February 6, 2014
  • 09:30

New campaign showcases success stories of designation holders

Certificate in Personal Banking provides rookie financial services professionals with a solid foundation in investing, lending and relationship management

In an effort to raise standards of proficiency, program offers training in financial planning and building a mutual funds practice

New credential provides advisors with specialized knowledge beyond licensing requirements

  • By: IE Staff
  • January 22, 2013 January 22, 2013
  • 08:50

Amendments designed streamline communications with investors who hold securities through intermediaries

  • By: IE Staff
  • November 29, 2012 November 29, 2012
  • 13:50