CSI sets the standard for financial services education in Canada as the most experienced and trusted educator endorsed by regulatory authorities across Canada. Since it was established in 1970 as the Canadian Securities Institute, nearly three-quarters of a million financial professionals have chosen CSI for their career training and development. Today, CSI offers one of the most comprehensive suites of courses and programs available to financial services professionals in Canada and around the world. Courses under this area are in partnership with CSI. For more information, please visit: www.csi.ca.

Courses:

Course name Code Campus*** Fee   Date Delivery
Canadian Securities FINA-6012     TBA  

Key:
***Section/Campus (LC-London, ST-St.Thomas, WC-Woodstock, SC-Simcoe, TC-Tillsonburg)
**Delivery (Blended - Online/InClass)

Course descriptions:

Investment Funds in Canada (FINA-1035)
The Investment Funds in Canada course completes the educational requirements for those wanting to enter the financial services industry to sell mutual funds. It offers an overview of the investment market, its regulations, its products, with specific reference to mutual funds, and an understanding of the challenges surrounding investment suitability. This helps students understand potential client needs and their interest in investment opportunities. Included in this course is an exam preparation guide, in addition to practice exams and online Q&A. Note: Students must purchase textbook materials directly from the Canadian Securities Institute. Please contact the division to ensure the course is running prior to ordering materials.