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Glossary term
OBSI — Ombudsman for Banking Services and Investments
Ombudsman for Banking Services and Investments — independent Canadian complaints channel for banks + investment dealers. Public complaint records. Free for consumers. obsi.ca.
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IFSE
IFSE Institute — division of IFIC issuing the Exempt Market Proficiency Course (EMP) required for the Dealing…
CSA
Canadian Securities Administrators — umbrella body of 13 provincial/territorial securities regulators (ASC, B…
ASC
Alberta Securities Commission — Alberta's securities regulator. CSA member. Maintains registry of firms and i…
CUAET
Canada-Ukraine Authorization for Emergency Travel — 2022-2024 program for Ukrainians. Temporary residence + o…
Finfluencer
Person posting financial content on social media without professional registration. Joint CSA/CIRO Staff Noti…
YMYL
Your Money or Your Life — Google's category of high-stakes content (finance, health, legal). Search Quality R…
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