Continuing Education

CSI introduces certificate in personal banking Fallback Image Decorative pattern

Industry

CSI introduces certificate in personal banking

The Canadian Securities Institute (CSI) has launched a Certificate in Personal Banking. Aimed towards financial services professionals who are just starting out or looking to take their career to the next level, this new certificate program provides learners with a unique opportunity to develop the skills and expertise needed to succeed in today’s dynamic retail banking environment.

By Staff |June 27, 2013

2 min read

CSI partners with China Futures Association Fallback Image Decorative pattern

Industry

CSI partners with China Futures Association

CSI Global Education has partnered with the China Futures Association to provide training programs for Chinese compliance executives.

By Staff |June 26, 2012

1 min read

Making sense of the “alphabet soup” Fallback Image Decorative pattern

Planning and Advice

Making sense of the “alphabet soup”

Canada’s advice credentials landscape, with its diverse mix of designations and organizations that provide them, has been criticized for its complexity. Some industry experts see the “alphabet soup” as a barrier to understanding the role and value of financial advice credentials.

By Dr. Roberta Wilton |December 6, 2011

7 min read

Client service trumps higher education Fallback Image Decorative pattern

Planning and Advice

Client service trumps higher education

For aspiring advisors, education is only one piece of a very complex puzzle, as industry certifications and experience play a much bigger role in hiring than your university major, recruiters say.

By Raf Brusilow |October 3, 2011

5 min read