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Company: Canadian Securities Institute

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Firm to help build infrastructure for new exam-based approach to reps' education

School exam student's taking educational admission test in class, thinking hard, writing answer in university classroom, education and world literacy day concept (School exam student's taking educational admission test in class, thinking hard, writing

SRO drops firm sponsorship requirement, among other changes

Bond counselling

Regulator sets supervisory priorities for credential providers

School exam student's taking educational admission test in class, thinking hard, writing answer in university classroom, education and world literacy day concept (School exam student's taking educational admission test in class, thinking hard, writing

CIRO proposes to focus on exams instead

a woman entering a door of unknown mystery

Appointments follow the launch of a new division at Raymond James Ltd. and a retirement announcement from CSI

  • By: Katie Keir
  • December 1, 2022 December 1, 2022
  • 12:33

SRO aims to finalize competency standards by early 2024

School exam student's taking educational admission test in class, thinking hard, writing answer in university classroom, education and world literacy day concept (School exam student's taking educational admission test in class, thinking hard, writing

Dealers and representatives face issues due to CSI exams being suspended

CSI's Financial Health for Seniors initiative will provide advisors with free resources on serving senior clients

With the CSI's exclusive contract coming to an end in January 2016, the timing appears right for an overhaul

CSI alumni share the good, the bad and the ugly in financial advice

  • By: IE Staff
  • November 5, 2014 November 5, 2014
  • 16:30