CSI Training Courses and Workshops
School(s) providing training of Cisco Safe Implementation

Investment Representatives
Course Format: Classroom
School/Trainer: CSI [>>]
Training Center(s)/Venue(s): Montreal, Toronto, Canada

This course is tailored for member firms of the Investment Dealers Association to fulfil the 30-day training requirement for new Investment Representatives joining the company. Course components follow a timeline and are designed to be taught under the employer’s supervision. The program ensures that new hires acquire the practical skills needed to deal with customers in a discount brokera......

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The Canadian Securities Course (CSC) is recognized as the benchmark in the financial services industry and delivers the knowledge and skills employers demand. Whether you’re just starting out, or looking to upgrade your skills, the CSC will put you on the path to success. Upon successful completion of this introductory-level securities course, you’ll gain: An understanding of Canadian i......

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Completion of the Canadian Insurance Course (CIC) qualifies you to take the Life License Qualification Program (LLQP) exam and become an accredited life and health insurance agent. It is an essential foundation for any financial professional seeking to build insurance expertise as an agent, financial planner, independent broker or dual-licensed advisor. ...

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If you’re a resident of Quebec and want to launch a career in financial services, the Canadian Funds Course is an essential step to become licensed to sell mutual funds to investors in the province. Completion of the Canadian Funds Course can also be used as an intermediate step in the pursuit of the Canadian Securities Course.â„? ...

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Over the next decade, Canada will begin a massive shift in wealth distribution. As Baby Boomers age and retire, they’ll seek expert advice on estate planning and wealth transfer strategies. Strategic Wealth Transfer will help you become the trusted advisor these high-net-worth clients need. The course takes an integrated approach to the topics of spousal transfer, intergenerational tra......

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Strategic Wealth Preservation is a core component of the Chartered Professional (Ch.P.) Strategic Wealth. It is one of a connected series of courses founded on the concept of strategic wealth �comprehensive service and expertise that builds your business by integrating every aspect of your clients�financial lives. This course teaches a holistic approach to the second of four client life st......

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Strategic Wealth Conversion is a core component of the Chartered Professional (Ch.P.) Strategic Wealth. It is one of a connected series of courses founded on the concept of strategic wealth �comprehensive service and expertise that builds your business by integrating every aspect of your clients�financial lives. This course teaches a holistic approach to the third of four client life stage......

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Strategic Wealth Accumulation is a core component of the Chartered Professional (Ch.P.) Strategic Wealth. It is one of a connected series of courses founded on the concept of strategic wealth �comprehensive service and expertise that builds your business by integrating every aspect of your clients�financial lives. This course teaches a holistic approach to the first of four client life......

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In an exclusive arrangement, Asia’s IT Training leader, NIIT will train students and members of The Institute of Company Secretaries of India (ICSI), the apex body governing the Company Secretaries in the country. This task-oriented special program called "Understanding Information Technology in the Corporate Environment," will train students and existing members of ICSI on h......

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Examine products and strategies associated with managing the explosive growth of business data across the enterprise in today’s networking economy. Learn the basic concepts and terminology associated with Storage Area Networks (SAN), Network Attached Storage (NAS), Internet Small Computer System Interface (iSCSI), and map the promise of SANs to the complications of managing islands of info......

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