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CSI’s online learning system helps you meet your study goals. You’ll benefit from: 

  • Course materials accessed through your computer, laptop, tablet, or phone 
  • Learning objectives that help you to keep the learning focused 
  • Reflective scenarios to help guide your studies
  • Online activities that include review questions to help you assess your progress 
  • Access to assistance from CSI’s academic support specialists

What is the course syllabus?

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Lesson 1: Advertising, Marketing, and Social Media Rules

Topics covered in this chapter are:

  • Provincial Securities Legislation
  • Canadian Investment Regulatory Organization
  • Marketing and Advertising Activities
  • CSA Guidance for Registrants

Lesson 2: Background on Social Media

Topics covered in this chapter are:

  • Social Media Overview
  • Social Media Use in the Investment Industry
  • Social Media Platform Selection

Lesson 3: Supervision of Advertising, Marketing and Social Media

Topics covered in this chapter are:

  • Compliance and Supervision Issues
  • Common Marketing and Advertising Issues

Course Completion and Digital Badge

Upon successfully completing this course, you will be able to download a Notice of Course Completion available through your student profile. This will remain on your profile as formal confirmation of course completion.

You can also accept a digital badge through your student profile after successful course completion. Digital badges are portable image files that allow you to share your credentials across the web. You can post them to your email signature, personal website, social media channels—even to electronic copies of your resume.