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The Canadian Securities Institute (CSI) has been setting the standard for excellence in lifelong education for financial professionals since 1970. CSI is part of Moody’s, which offers education programs and credentials in Canada and around the world.

Our experience training over 800,000 global professionals makes us the preferred partner for individuals, financial institutions, and regulators internationally. Our expertise extends across the financial services spectrum to include securities and portfolio management, retail banking, trust, and insurance, financial planning and high-net-worth wealth management.

CSI is endorsed by numerous Canadian regulators, including the Canadian Investment Regulatory Organization (CIRO), the provincial securities regulators (Canadian Securities Administrators) and the Canadian Insurance Services Regulatory Organizations (CISRO).

The CSI Timeline

2022CSI is accredited as a credentialing body and the Personal Financial Planner (PFP®) designation as a financial planning credential by the Ontario Financial Services Regulatory Authority.
2021CSI aligns its courses with Client Focused Reforms and new IIROC rules.
2020CSI launches computer-based exams—remote proctored and in-test centres.
2012The PFP® is accredited under ISO 17024 by the American National Standards Institute.
2011All CSI designations are reviewed, and new requirements are introduced to meet international standards.
2010Moody’s Analytics acquires CSI.
2009Several CSI courses are accredited as licencing courses in regulation NI 31-103 released by the Canadian Securities Administrators.
2007CSI acquires the Institute of Canadian Bankers.
2006CSI introduces its high-net-worth wealth management designation, now called Certified International Wealth Manager (CIWM).
2005CSI is sold by the Investment Dealers Association to ONCAP. CSI maintains its primary course and exam provider status.
2004CSI is a founding member of the International Forum for Investor Education, a not-for-profit organization focused on strengthening investor education globally.
2003CSI’s LLQP Insurance Course is accredited by insurance regulators.
2002CSI moves most of its courses to a dynamic online learning platform.
2000CSI offers a series of courses to meet new continuing education requirements.
1999CSI hosts the first delegation of Chinese securities industry officials leading to numerous programs for investment professionals from China that continue to this day.
1996CSI introduces the Personal Financial Planner (PFP) designation.
1995The Trust Companies Institute merges with the Institute of Canadian Bankers.
1993CSI introduces the Canadian Investment Manager (CIM) designation (now Chartered Investment Manager).
1988CSI launches the Investment Funds in Canada (IFC) course.
1976CSI introduces the Fellow of CSI (FCSI®).
1970The Canadian Securities Institute is created by the Investment Dealers Association.
1964CSI launches the Canadian Securities Course (CSC®).