The Canadian Securities Institute (CSI) has been setting the standard for excellence in lifelong education for financial professionals since 1970. CSI is part of Moody’s Analytics, which offers education programs and credentials in Canada and around the world.
Our experience training over 800,000 global professionals makes us the preferred partner for individuals, financial institutions, and regulators internationally. Our expertise extends across the financial services spectrum to include securities and portfolio management, retail banking, trust, and insurance, financial planning and high-net-worth wealth management.
CSI is endorsed by numerous Canadian regulators, including the Canadian Investment Regulatory Organization (CIRO), the provincial securities regulators (Canadian Securities Administrators) and the Canadian Insurance Services Regulatory Organizations (CISRO).
The COVID-19 crisis of 2020 has shone new light on investments that can provide diversification from traditional asset classes and act as a long-term store of value.
This course provides insight and understanding into money laundering and terrorist financing and steps that can be taken to detect and combat them. You’ll gain an overview of relevant Canadian regulations, general laundering techniques, and techniques of specific concern to the securities industr...
The Trader Training Course (TTC) prepares you to join the fast-paced, exciting world of electronic equity trading. Exclusive to CSI, this course qualifies you to trade on Canadian stock exchanges and Alternative Trading Systems (ATS).
An introduction to the basic accounting techniques behind financial statements. Learn how to analyze and apply financial statement information. Understand how to make business decisions based on financial information.
Examine the relationship between business and economics. Study the world economy’s competitive markets and how the Bank of Canada stabilizes the economy and controls inflation.
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