Canadian Securities Institute

FP Canada Institute grants flexibility for CFP certification

Exceptions announced as COVID-19 pandemic affects students' ability to progress

Breaking the mould

Markus Boudreau’s non-traditional background has given him a unique perspective on wealth management, to the benefit of his clients

Toward a stronger regime of responsible investing

Veteran portfolio manager highlights importance of designations, certified ESG products, and shareholders’ role

New initiative aims to promote seniors' financial health

Institute's free resources will help advisors navigate unique challenges of senior clients and their families

Branch manager guilty of form violations

Waterloo-based advisor handed fine and three-month suspension for using pre-signed redemption forms

Why it's time to get certified

Every existing financial certification has a purpose

Why should you become IIROC licensed?

It’s beneficial both for you, the advisor, and your clients

Why IIROC matters to investors

IIROC takes the necessary steps to protect investors while promoting fair, efficient capital markets in the country

CSI unveils alternative strategies course

The new course educates advisors on a newly unlocked investment option for Canadian retail investors

What makes a good advisor in 2019?

CSI senior directors tell WP about its role in the industry, raising standards and whether designations provide enough clarity