|
Canadian Securities Institute
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. It is endorsed by the Investment Industry Regulatory Organization of Canada (IIROC), and Canadian Securities Administrators (CSA). CSI is based in Toronto and Montreal and owned by Moody's Analytics. The credentials offered by the institute are recognized by several foreign securities regulators, including those in the U.S., France, U.K., Singapore and Hong Kong. Courses, programs and certificates The Canadian Securities Institute offers 100 courses, 11 certificate programs, specialized designations, as well as continuing education programs for Canadian financial professionals, primarily in ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Toronto
Toronto ( , locally pronounced or ) is the List of the largest municipalities in Canada by population, most populous city in Canada. It is the capital city of the Provinces and territories of Canada, Canadian province of Ontario. With a population of 2,794,356 in 2021, it is the List of North American cities by population, fourth-most populous city in North America. The city is the anchor of the Golden Horseshoe, an urban agglomeration of 9,765,188 people (as of 2021) surrounding the western end of Lake Ontario, while the Greater Toronto Area proper had a 2021 population of 6,712,341. As of 2024, the census metropolitan area had an estimated population of 7,106,379. Toronto is an international centre of business, finance, arts, sports, and culture, and is recognized as one of the most multiculturalism, multicultural and cosmopolitanism, cosmopolitan cities in the world. Indigenous peoples in Canada, Indigenous peoples have travelled through and inhabited the Toronto area, ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Mfda
The Mutual Fund Dealers Association of Canada (MFDA) was a Canadian self-regulatory organization (SRO) that provided oversight to dealers that distribute mutual funds and exempt fixed income products. It was licensed under all Canadian provincial securities regulators (except Quebec, where it cooperates with the Autorité des marchés financiers (AMF) instead). Its members consisted of the distribution side of the industry that typically provide mutual funds and exempt fixed income products to Canadians through financial planners. It worked in parallel to another Canadian SRO, the Investment Industry Regulatory Organization of Canada (IIROC), which was responsible for the distribution of equities, exchange traded funds (ETFs), and other exchange traded products such as closed-end funds. On January 1, 2023, the MFDA was merged into the Canadian Investment Regulatory Organization (CIRO). History The MFDA was created in June 1998 through an initiative by the Canadian Securities A ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Investment In Canada
Investment is traditionally defined as the "commitment of resources into something expected to gain value over time". If an investment involves money, then it can be defined as a "commitment of money to receive more money later". From a broader viewpoint, an investment can be defined as "to tailor the pattern of expenditure and receipt of resources to optimise the desirable patterns of these flows". When expenditures and receipts are defined in terms of money, then the net monetary receipt in a time period is termed cash flow, while money received in a series of several time periods is termed cash flow stream. In finance, the purpose of investing is to generate a return on the invested asset. The return may consist of a capital gain (profit) or loss, realised if the investment is sold, unrealised capital appreciation (or depreciation) if yet unsold. It may also consist of periodic income such as dividends, interest, or rental income. The return may also include currency gains ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Professional Associations Based In Canada
A professional is a member of a profession or any person who works in a specified professional activity. The term also describes the standards of education and training that prepare members of the profession with the particular knowledge and skills necessary to perform their specific role within that profession. In addition, most professionals are subject to strict codes of conduct, enshrining rigorous ethical Ethics is the philosophical study of moral phenomena. Also called moral philosophy, it investigates normative questions about what people ought to do or which behavior is morally right. Its main branches include normative ethics, applied e ... and moral obligations. Professional standards of practice and ethics for a particular field are typically agreed upon and maintained through widely recognized professional associations, such as the Institute of Electrical and Electronics Engineers, IEEE. Some definitions of "professional" limit this term to those professions ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Finance Industry Associations
Finance refers to monetary resources and to the study and discipline of money, currency, assets and liabilities. As a subject of study, is a field of Business Administration wich study the planning, organizing, leading, and controlling of an organization's resources to achieve its goals. Based on the scope of financial activities in financial systems, the discipline can be divided into personal, corporate, and public finance. In these financial systems, assets are bought, sold, or traded as financial instruments, such as currencies, loans, bonds, shares, stocks, options, futures, etc. Assets can also be banked, invested, and insured to maximize value and minimize loss. In practice, risks are always present in any financial action and entities. Due to its wide scope, a broad range of subfields exists within finance. Asset-, money-, risk- and investment management aim to maximize value and minimize volatility. Financial analysis assesses the viability, stability, and prof ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Organizations Established In 1970
An organization or organisation (Commonwealth English; see spelling differences) is an entity—such as a company, or corporation or an institution (formal organization), or an association—comprising one or more people and having a particular purpose. Organizations may also operate secretly or illegally in the case of secret societies, criminal organizations, and resistance movements. And in some cases may have obstacles from other organizations (e.g.: MLK's organization). What makes an organization recognized by the government is either filling out incorporation or recognition in the form of either societal pressure (e.g.: Advocacy group), causing concerns (e.g.: Resistance movement) or being considered the spokesperson of a group of people subject to negotiation (e.g.: the Polisario Front being recognized as the sole representative of the Sahrawi people and forming a partially recognized state.) Compare the concept of social groups, which may include non-organiz ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Securities Industry In Canada
A security is a tradable financial asset. The term commonly refers to any form of financial instrument, but its legal definition varies by jurisdiction. In some countries and languages people commonly use the term "security" to refer to any form of financial instrument, even though the underlying legal and regulatory regime may not have such a broad definition. In some jurisdictions the term specifically excludes financial instruments other than equity and fixed income instruments. In some jurisdictions it includes some instruments that are close to equities and fixed income, e.g., equity warrants. Securities may be represented by a certificate or, more typically, they may be "non-certificated", that is in electronic ( dematerialized) or "book entry only" form. Certificates may be ''bearer'', meaning they entitle the holder to rights under the security merely by holding the security, or ''registered'', meaning they entitle the holder to rights only if they appear on a security ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Trade Associations Based In Canada
Trade involves the transfer of goods and services from one person or entity to another, often in exchange for money. Economists refer to a system or network that allows trade as a market (economics), market. Traders generally negotiate through a medium of credit or exchange, such as money. Though some economists characterize barter (i.e. trading things without the use of money) as an early form of trade, History of money#Emergence of money, money was invented before written history began. Consequently, any story of how money first developed is mostly based on conjecture and logical inference. Letters of credit (finance), credit, paper money, and digital currency, non-physical money have greatly simplified and promoted trade as buying can be separated from selling, or Earnings, earning. Trade between two traders is called bilateral trade, while trade involving more than two traders is called Multilateral treaty, multilateral trade. In one modern view, trade exists due to spe ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Mortgage Professionals Canada
Mortgage Professionals Canada (French: ''Professionnels Hypothécaires du Canada'') is the national association representing Canada's mortgage industry. Mortgage Professionals Canada’s membership included 15,500+ mortgage brokers, mortgage lenders, mortgage insurers and other industry stakeholders. Mortgage Professionals Canada (formerly the Canadian Association of Accredited Mortgage Professionals or CAAMP) provides the Accredited Mortgage Professional (AMP) designation in Canada (French: CHA), to qualifying mortgage professionals. Mortgage Professionals Canada provides mortgage professionals with the Accredited Mortgage Professional (AMP) designation - the national designation for professionals in Canada’s mortgage industry. Mortgage Professionals Canada is also a consumer advocate, educating Canadian consumers about obtaining a mortgage, and providing access to a cross-country network of mortgage professionals. Activities Mortgage Professionals Canada provides advoca ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Society Of Trust And Estate Practitioners
STEP (the Society of Trust and Estate Practitioners) was founded by George Tasker in 1991 and is the international professional body for advisers who specialise in inheritance and succession planning. Its members are mainly solicitors, barristers, attorneys, accountants, tax advisers, trust officers and trust administrators as well as banking and insurance Insurance is a means of protection from financial loss in which, in exchange for a fee, a party agrees to compensate another party in the event of a certain loss, damage, or injury. It is a form of risk management, primarily used to protect ... professionals in the trust field. Objectives The main focus of the organisation is to promote high professional standards within the profession, to provide educational and networking opportunities for its members and to contribute to debate and public policy in its specialist field. Membership STEP has more than 100 branches and chapters in 56 countries with a current membershi ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Professional Risk Managers' International Association
The Professional Risk Managers' International Association (PRMIA) is a non-profit, member-driven professional organization that focuses on the development and education of the risk management profession. Its membership provides a network of risk professionals working to set standards for the global risk profession. PRMIA offers the Professional Risk Manager designation and several other certificate programs for professional certification purposes. Professional Risk Manager The Professional Risk Manager (PRM) designation is a professional certification offered by PRMIA. The designation was first awarded in 2004. The PRM is an "independent validation" of skills within the financial risk management profession, and professional ethics. The PRM and the FRM offered by the Global Association of Risk Professionals are often compared as being the two definitive risk management designations in the industry. PRM Candidates are required to pass two exams in sequence; both 4 hours in du ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
