Accreditations Detail

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.

CSI experience training over 800,000 global professionals makes them the preferred partner for individuals, financial institutions, and regulators internationally. CSI 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 Investment Industry Regulatory Organization of Canada, the provincial securities regulators (Canadian Securities Administrators), the Mutual Fund Dealers Association and the Canadian Insurance Services Regulatory Organizations.