Canadian Securities Institute

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CSI Global Education Inc. (CSI), also known as the Canadian Securities Institute, was started as the educational body of the Investment Dealers Association of Canada (IDA). Although it is a privately-held company[1], CSI has the exclusive mandate to provide many of the courses and exams required to work within the securities industry in Canada. CSI offers, among others, the Canadian Securities Course (CSC), the first course required to become a securities broker or investment advisor within the Canadian securities industry.

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 FCSI (Fellow of CSI) designations. CSI has offices in Toronto and Montreal.

The Derivatives Market Specialist (DMS) designation was introduced in 2000 and is highly specialized in financial derivatives markets. It was the first one of its kind to be offered internationally[2]. Many courses from the DMS program are valid credits to obtain other professional designations, such as Chartered Market Technician (CMT), Market Technicians Association[3], and the Professional Risk Manager (PRM), Professional Risk Managers International Association PRMIA[4].

In addition, completion of the Graduate Diploma in Financial Engineering, Schulich School of Business, York University is recognized by the CSI as a credit toward the DMS designation[5].

[edit] History

The Canadian Securities Institute (CSI) was established in 1970. More than 750,000 financial and investment professionals have graduated from the Institute since then.

In March 2007, CSI acquired The Institute of Canadian Bankers (ICB), a division of Thomson Canada Ltd., a Thomson Corporation company.

[edit] China Expansion

In 2007, CSI launched a partnership with the Securities Association of China (SAC), China’s national Self-Regulatory Association for the securities industry. A core area of the partnership includes advanced industry-based training programs. The inaugural program launched in the summer of 2007 was an eight week program delivered to Guangfa Securities on Securities Firm Operations. The program was taught by a number of practitioners and experts from Canada’s securities industry. Since then, CSI and the SAC have developed and delivered a number of training programs to many of China’s other top securities firms, including Shenyin & Wanguo Securities, Guotai-Junan Securities, China Merchant Securities, and CITIC Securities. CSI is now recognized by the SAC as one of the few official international partners approved to provide joint training programs to China’s securities firms. In 2008, CSI opened a representative office in Shanghai.

[edit] External links