Canadian Securities Institute

Canadian Securities Institute

Advocis, The Financial Advisor’s Association of Canada is excited to partner with The Canadian Securities Institute to offer continuing education and custom training for financial services to its members at a discounted rate (10%). The Canadian Securities Institute (CSI, formally, CSI Global Education) is a Canadian organization for investment professionals that offers licensing courses, advanced certifications, continuing education and custom training for financial services professionals in Canada and internationally.


“The CSC® really opened my eyes and gave me a lot of knowledge about the financial industry.”
— Jim Jiang, Financial Advisor

“Everybody has their own unique needs, goals and outcomes that they are looking to achieve with their wealth. The great advisors are the ones who get to know those details intimately and have the necessary skills to deliver.”
— Richard Pope, CIM, FCSI, CAIA, Vice President, Connor, Clark & Lunn Private Capital

“Credentials demonstrate a commitment from the advisor to continuous learning and building their expertise. This commitment ultimately leads to even greater value and benefits to the client.”
— Silvio Stroescu, CIM, FICB, FCSI, President, Tangerine Investment Funds Ltd.


Canadian Securities Course

Building a Mutual Fund Advisory Practice

Enhancing Client Relationships - CRM2

Branch Compliance Officers Course

90-day Mutual Funds Skills Builder

Investment Funds in Canada

ETFs for Mutual Fund Representatives

Behavioural Finance: Get Inside Your Client's Mind

Tax Free Savings Account: Rules and Options

Individual Pension Plans

Portfolio Theory, Asset Allocation, and Performance Measurement

Alternative Strategies: Hedge Funds and Liquid Alternatives