Canadian Securities Institute
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CSI Global Education Inc. (CSI), formerly 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.
In 2002, the Canadian Securities Institute was incorporated as a for-profit entity under the name CSI Global Education Inc. In January 2006, CSI was acquired in a management buy-out led by ONCAP. ONCAP is the mid-market private equity business of Onex Corporation. Onex, with consolidated revenues in excess of $20 billion, is one of Canada's largest corporations with global operations in the services, manufacturing and technology industries.
In March 2007, CSI acquired The Institute of Canadian Bankers (ICB), a division of Thomson Canada Ltd., a Thomson Corporation company.
In June 2008 CSI ran a series of workshops with Chinese organizations including some of the largest banks and brokerages in the country. This marked their first foray into training in Asia.
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