Canadian Securities Institute – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 10 Aug 2023 19:36:46 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Canadian Securities Institute – Investment Executive https://www.investmentexecutive.com 32 32 FSRA details oversight for planner and advisor titles https://www.investmentexecutive.com/news/from-the-regulators/fsra-details-oversight-for-planner-and-advisor-titles/ Thu, 10 Aug 2023 19:36:46 +0000 https://www.investmentexecutive.com/?p=469894 Regulator sets supervisory priorities for credential providers

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]]> No more pencils, no more books: CIRO proposes nixing courses in new proficiency model https://www.investmentexecutive.com/news/from-the-regulators/no-more-pencils-no-more-books-ciro-proposes-nixing-courses-in-new-proficiency-model/ Fri, 07 Jul 2023 18:03:08 +0000 https://www.investmentexecutive.com/?p=468506 CIRO proposes to focus on exams instead

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]]> Industry moves this week https://www.investmentexecutive.com/news/people/industry-moves-this-week-21/ Thu, 01 Dec 2022 17:33:31 +0000 https://www.investmentexecutive.com/?p=456715 Appointments follow the launch of a new division at Raymond James Ltd. and a retirement announcement from CSI

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]]> IIROC proficiency project moves on to traders, PMs https://www.investmentexecutive.com/news/from-the-regulators/iiroc-proficiency-project-moves-on-to-traders-pms/ Mon, 29 Aug 2022 21:06:00 +0000 https://www.investmentexecutive.com/?p=450436 SRO aims to finalize competency standards by early 2024

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]]> IIROC offers relief for reps unable to write exams https://www.investmentexecutive.com/news/from-the-regulators/iiroc-offers-relief-for-reps-unable-to-write-exams/ Fri, 05 Jun 2020 21:04:52 +0000 https://www.investmentexecutive.com/?p=401788 Dealers and representatives face issues due to CSI exams being suspended

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]]> New website gives advisors tools to serve seniors https://www.investmentexecutive.com/news/industry-news/new-website-gives-advisors-tools-to-serve-seniors/ Fri, 29 Nov 2019 16:30:56 +0000 https://www.investmentexecutive.com/?p=391595 CSI's Financial Health for Seniors initiative will provide advisors with free resources on serving senior clients

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]]> IIROC mulls advisor education reform https://www.investmentexecutive.com/newspaper_/news-newspaper/iiroc-mulls-advisor-education-reform/ Fri, 28 Nov 2014 05:00:00 +0000 https://www.investmentexecutive.com/uncategorized/iiroc-mulls-advisor-education-reform/ With the CSI's exclusive contract coming to an end in January 2016, the timing appears right for an overhaul

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]]> Campaign encourages advisors to share their stories https://www.investmentexecutive.com/news/industry-news/campaign-encourages-advisors-to-share-their-stories/ Wed, 05 Nov 2014 21:30:00 +0000 https://www.investmentexecutive.com/uncategorized/campaign-encourages-advisors-to-share-their-stories/ CSI alumni share the good, the bad and the ugly in financial advice

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]]> CSI, AIWM bring leading wealth management designation to North America https://www.investmentexecutive.com/news/industry-news/csi-aiwm-bring-leading-wealth-management-designation-to-north-america/ Thu, 06 Feb 2014 14:30:00 +0000 https://www.investmentexecutive.com/uncategorized/csi-aiwm-bring-leading-wealth-management-designation-to-north-america/ The Certified International Wealth Manager (CIWM) designation offers a new global standard in wealth management proficiency

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]]> CSI celebrates advisor success https://www.investmentexecutive.com/news/industry-news/csi-celebrates-advisor-success/ Wed, 13 Nov 2013 16:10:00 +0000 https://www.investmentexecutive.com/uncategorized/csi-celebrates-advisor-success/ New campaign showcases success stories of designation holders

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