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Encyclopedia > Canadian Securities Institute

The Canadian Securities Institute (CSI) is the educational body of the IDA (Investment Dealers Associations of Canada) in charge of the preparation of profesionals to work in the Canadian financial industry. CSI offers, among others, the Canadian Securities Course (CSC), the first step to start a career in the field. Link titleThe Canadian Securities Course is an entry level required licensing process suggested by the Canadian Securities Institute (CSI) and the IDA (Investment Dealers Association of Canada) in order to work in the financial industry as a securities dealer or securities agent in Canada. ...


CSI's courses are primarily offered through self-study, however a number of universities, colleges and private educators offer classroom versions of CSI's courses. CSI is also the educational body that awards the DMS (Derivatives Market Specialist), CIM (Canadian Investment Manager), FMA (Financial Management Advisor), and FSCI (Fellow of CSI) designations. CSI has offices in Toronto and Montreal.


In Vancouver, Ashton College offers a classroom version of the CSCat various times throughout the year. For further details, go to *[1]


External link

  • CSI Website

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Encyclopedia: Canadian Securities Course (561 words)
Link titleThe Canadian Securities Course is an entry level required licensing process suggested by the Canadian Securities Institute (CSI) and the IDA (Investment Dealers Association of Canada) in order to work in the financial industry as a securities dealer or securities agent in Canada.
See also: Canadian securities Canadian Securities are the financial products traded in Canada by the properly licensed investment dealers in behalf of private and public investors in an open financial market.
Successful completion of the Canadian Securities course allows you to apply for licensing as a mutual fund salesperson and is the first step towards licensing for trading stocks and bonds.
Encyclopedia: Canadian Securities Institute (439 words)
The Canadian Securities Course is an entry level required licensing process suggested by the Canadian Securities Institute (CSI) and the IDA (Investment Dealers Association of Canada) in order to work in the financial industry as a securities dealer or securities agent in Canada.
Canadian securities regulation of mutual funds is carried out by each of the thirteen provincial or territorial securities regulators of Canada, which are usually known as the securities commissions.
Based on the foregoing, we believe that shares of the Canadian mutual funds described herein should be treated in the same manner as shares of U.S. mutual funds for purposes of the reporting requirements of Rule 17j-1 and the record-keeping requirements of Rule 204-2(a)(12).
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