Toronto: 200 Wellington Street West Toronto, ON M5V 3C7 Montreal: 625 René-Lévesque Blvd West, Suite 400, The Canadian Securities Institute (CSI; formerly, CSI Global Education) is a Canadian organization that offers licensing courses, advanced certifications, continuing education and custom training for financial services professionals in Canada and internationally.

CSI provides licensing and testing to meet the regulatory requirements to work within the Canadian financial services industry.

The Canadian Securities Course is widely viewed by Canada's financial services sector as the de facto entry requirement for many careers of its paths.

[citation needed] First offered in 1964,[2] it has remained an exclusive part of the proficiency requirement to be registered as an investment advisor with an IIROC member firm.

[citation needed] CSI also provides a simplified version for motivated investors who wish to increase their financial literacy/knowledge but do not plan a career as stockbrokers.

[3] CSI offers programs and courses through a variety of formats including distance (primarily online) and in class, to make them as accessible as possible.

[5] The 11 specialist certificates offered by the Canadian Securities Institute are intended to provide specialized knowledge in a specific aspect of financial/investment management.

[7] Designation enabling investment professionals to meet regulatory requirements for providing discretionary portfolio management[8] services in Canada.