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Obtain the most reputable financial services license in Canada to develop your professional potential.
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Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Explore continuing education courses and meet your requirements for CSI, IIROC, CSF and other professional associations or certifications.
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Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Take the first step towards meeting your career goals.
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Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
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Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.
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Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI (FCSI®).
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Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
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Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
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Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
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Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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Join us to explore the advantages of expanding your skillset to compliment licensing in our upcoming free webinar.
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During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
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CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Managing Director
Marie Muldowney is the Managing Director at CSI, a division of Moody’s, since 2010. In leadership positions for the last 20 years, her focus has been squarely on the customer, both institutional and learners in Canada and internationally. She has led product development, business development, sales support, and marketing.
Prior to the acquisition of CSI, Marie headed product development at CSI. From 2001 to 2007, she was the Executive Director of the Institute of Canadian Bankers.
Marie holds a Bachelor of Arts and Bachelor of Education from the University of Toronto and a joint Master of Business Administration degree from York University and Laval University. She is a co-sponsor of the Canada Employee Resource Groups (Women’s, LGBTA, Multicultural and Canada Minds) and Co-Chair for Corporate Social Responsibility (Canada). She is President of the Canadian Securities Institute Research Foundation that provides funding for academic research on the capital markets, co-chair of the WEConnect Canada Advisory Council, and Chair of Our Harbour, providing housing and support for people living with mental illness.
Back to TopCredentials & Licensing Strategy
Marshall Beyer is responsible for sanctioning and developing the specifications for licensing and certification programs and developing domestic and international partnerships.
Prior to his current role, Marshall began his career with Richardson Greenshields (RG), a Canadian full-service investment dealer. Over his 12 years at RG, Marshall became a Vice-President and senior analyst within the organization’s research department.
In 1995, Marshall joined the Canadian Securities Institute (CSI), Canada’s exclusive educator and examiner for individuals seeking employment and/or registration within the investment industry. Marshall started with CSI as an Academic Director focused on its derivative courses and examinations before assuming leadership of CSI’s course development department for ten years. He led a team of subject matter experts responsible for creating and maintaining over 150 courses and programs that address basic securities, derivatives, alternative investments, trading, portfolio management, financial planning, wealth management, compliance and risk management areas.
Marshall has a Business degree from the University of Manitoba.
Back to TopTechnology & Innovation
Rory Binns is responsible for the oversight of CSI’s technology governance, including the roadmap, operations policies and principles, architecture, documentation and the management of resources.
He has a proven track record in modernizing technology, improving data analytics capabilities to ensure the on-going security of systems and data.
Prior to his current role, Rory was head of the technology infrastructure, database, and application support at Moody’s Analytics Learning Solutions and served in various technology roles at Bell GlobeMedia.
Rory holds a Certificate in Computer Systems Technology from the Toronto School of Business.
Back to TopProduct Strategy & Development
Erik Buisson is responsible for the strategy, design, development and production of CSI’s learning solutions. He supports curriculum and product ideation relevant to the industry, creating rich and engaging learning experiences and maintaining enhanced editorial and quality standards.
Prior to joining CSI, Erik worked at Montreal Trust (Scotiabank) branch and then moved on to their corporate office, where he helped launch the company’s first call centre. He possesses all-round experience in the financial services education space that spans 25 years. He has led teams in Product Management, Operations, Information Systems, Project Management and Account Management.
Erik holds a Bachelor of Commerce in Finance and Economics from Concordia University. He has completed several Masters-level courses in the management of financial services institutions.
Back to TopMarketing & Learner Services
Idrees Deen is responsible for CSI’s strategy to promote products, elevate learner services and enhance operational efficiency.
Prior to his current role, Idrees managed the marketing team at Moody’s Analytics Learning Solutions. From 2012 to 2019, he worked at the Canadian Imperial Bank of Commerce (CIBC), both in the front-line branch environment and head office, where he led a portfolio of enterprise transformational initiatives.
Idrees holds an MBA from the Australian Institute of Business specializing in marketing management and is a certified Project Management Professional (PMP®). He is the Co-Chair of the Canadian Multicultural Business Resource group that seeks to leverage diverse talent by promoting recruitment, professional development and networking opportunities for all ethnically diverse employees.
Back to TopSales & Customer Success
John Pappas is responsible for CSI’s Sales and Customer Success teams, working closely with Canadian and global financial institutions to recommend solutions that align with their objectives. He has a proven track record in managing client relationships to ensure their continued growth and retention.
Prior to joining CSI, John work in various relationship management roles in the financial services industry including CIBC, Citibank and Bank of Montreal. He has extensive experience in Wealth Management, Retail Banking, Portfolio Management and Investment Banking.
Back to TopCorporate Development, Partnerships & Alliances
Anthony Sueaquan is responsible for corporate development through growing partnerships and alliances, and he also leads the expansion of CSI’s China division. He has over 20 years of financial and management experience executing international and domestic business development strategies.
Before joining CSI, Anthony was an executive at Dynamic Digital, a management consultancy and systems integrator, where he advised executives in some of the largest financial and Global Fortune 1000 companies. During the 1990s, he headed the international business development department of Argus Technologies (now D-link), where he managed the firm’s global OEM/ODM partners in North America, Europe, and Asia.
Anthony graduated from the University of Western Ontario (UWO) with a Bachelor of Science degree, holds an MBA from the Richard Ivey School of Business, and the Chartered Professional Accountant (CPA) designation.
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