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Csi wealth management essentials pdf download
Csi wealth management essentials pdf download






CSI operates as a Moody’s Analytics company. For more information about CSI, visit our website or connect with us on Facebook and LinkedIn.

csi wealth management essentials pdf download

CSI is the primary provider of regulatory courses and examinations for the Investment Industry Regulatory Organization of Canada’s (IIROC) and is accredited by several Canadian securities and insurance regulators. CSI offers more than 170 courses, such as the well-known Canadian Securities Course (CSC®), 12 certificate programs, five renowned and specialized financial designations, the PFP®, CIM®, CIWM, MTI®, and the Fellow of CSI (FCSI®). The Canadian Securities Institute (CSI) is Canada’s leading provider of financial services education and credentials. Learn more about CSI’s new exam delivery options. It also collaborated with regulators to ensure a smooth transition for regulated professionals. To ensure the integrity and security of the end-to-end examination process, CSI conducted several months of testing and worked closely with Prometric, a leading provider of testing-enabled technology solutions. Students receive a passing or failing grade immediately following the exam and official results within 24 hours. The new exam platform includes tools to help students manage their time, and to highlight text and flag questions. “With our new capabilities, financial institutions can be sure that their employees can sit for the licensing and proficiency exams they need to better serve consumers.” “With computer-based and remotely proctored exams, CSI is now able to offer our 50,000 learners more convenience and security during these unprecedented times,” said Marie Muldowney, Managing Director at CSI.

csi wealth management essentials pdf download

In-person computer-based testing is now also available at dedicated test centers in 14 major Canadian cities and internationally.

csi wealth management essentials pdf download

The new remote capabilities mean students can complete CSI’s exams from their home or office without travelling to an exam center. TORONTO, December 14, 2020 – The Canadian Securities Institute (CSI), a Moody’s Analytics company and Canada’s leading provider of financial services education and credentials, has announced that students will now be able to take exams online with remote proctoring.








Csi wealth management essentials pdf download