Canadian Securities Institute
Encyclopedia
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.
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), 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.
(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.
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.
Courses (also available through distance education and self-study options) include the Canadian Securities Course
Canadian Securities Course
The Canadian Securities Course offered by the Canadian Securities Institute is the initial course required for becoming licensed to work within the Canadian securities industry as a securities dealer or securities agent....
, which is required to become a securities broker or investment advisor
Investment Advisor
The term Investment Advisor is an individual or firm who, for compensation, engages in the business of advising others, either directly or through publications or writings, as to the value of securities or as to the advisability of investing in, purchasing, or selling securities...
within Canada.
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
LLQP
LLQP is part of the Canada regime under which those employed in the financial services sector obtain a certificate allowing the sale of life insurance products. The LLQP is valid in all provinces and territories except Quebec, which uses a separate system altogether.This is an entry level program...
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), 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.
Designations
Designations offered through CSI include the Personal Financial Planner (PFP®), the Chartered Strategic Wealth ProfessionalChartered Strategic Wealth Professional
The Chartered Strategic Wealth Professional designation is a professional certification conferred by Canadian Securities Institute, a Canadian financial education company that provides courses, programs, certifications, and designations for financial industry professionals.-About the...
(CSWP™) for financial planning of high-value portfolios, the Canadian Investment Manager
Canadian Investment Manager
The Canadian Investment Manager designation is a professional certification conferred by Canadian Securities Institute, a Canadian financial education company that provides courses, programs, certifications and designations for financial industry professionals....
(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