Canadian Securities Institute

'Alternative mutual funds deserve to be in the toolbox'

Credentials and licensing leader at CSI backs MFDA's proposed proficiency rule for advisors to distribute liquid alts

MFDA launches alt-fund proficiency rule consultation

Self-regulator floats policy to replace provincial regulators' exemption order

Industry reaffirms collective commitment to financial literacy

Advocis, Canadian Securities Institute, and RBC set out initiatives to provide educational resources and information

Caldwell hails college for producing fresh advisor talent

VP recommends students to others because of the goals-based financial planning foundation they receive

IG welcomes new chief investment strategist

Industry veteran Philip Petursson praises firm’s holistic planning focus as he steps into newly created role

‘This doesn’t have to be kept under lock and key’

Michael White of Picton Mahoney shares thoughts on CSA's liquid-alternative blanket relief order and industry's likely next steps

CSA widens path for distributing liquid-alt funds

Regulator issues blanket relief allowing additional proficiency options for mutual fund dealing reps

CSI now equipped for online exams

Financial services education provider offers 50,000 learners the convenience of completing examinations remotely

Pushing the envelope on financial education

Managing director at Canadian Securities Institute discusses efforts to enlighten Canadians and train up industry professionals

IIROC launches consultation on rep competency profiles

Self-regulatory body seeks input on required knowledge, skills, and behaviours for registered and investment representatives