Company: Canadian Securities Institute

32 results found

The Certified International Wealth Manager (CIWM) designation offers a new global standard in wealth management proficiency

  • By: IE Staff
  • February 6, 2014 February 6, 2014
  • 09:30

New campaign showcases success stories of designation holders

Certificate in Personal Banking provides rookie financial services professionals with a solid foundation in investing, lending and relationship management

In an effort to raise standards of proficiency, program offers training in financial planning and building a mutual funds practice

New credential provides advisors with specialized knowledge beyond licensing requirements

  • By: IE Staff
  • January 22, 2013 January 22, 2013
  • 08:50

Amendments designed streamline communications with investors who hold securities through intermediaries

  • By: IE Staff
  • November 29, 2012 November 29, 2012
  • 13:50

Investors and financial institutions place higher premium on experience, expertise and credentials

  • By: IE Staff
  • October 3, 2012 October 3, 2012
  • 08:30

Rules come into force on Sept. 28

Chartered Professional Strategic Wealth is designed to help advisors grow business in rapidly expanding marketplace

  • By: IE Staff
  • September 12, 2006 September 12, 2006
  • 09:26

Pilot program offers students new on-demand learning option