“The Instructors provide a wealth of experience, knowledge of industry and real life examples to help the student understand more effectively than self learning through a textbook.”
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TESTIMONIALS
“Wonderful instructor. Obviously knows a lot about ALL the different topics covered in the course.”
Well versed in IIROC and MFDA business models for an undisclosed number of years and a very big fan of SUI.
“The course really helped explain the overall goal of a brokerage firm to achieve financial success from the services they deliver. It also helped to identify areas of risk and what to look for.
A veteran of both Trading and Operations for an undisclosed number of years and a very big fan.
“Informative and concise in an entertaining and relaxed atmosphere.”
Many years in the Investment industry and very highly regarded.
"I was waffling on taking the courses, but now that I've gone through the Operations course, I'm ALL in! SUI is amazing - great courses, great instructor and great support".
Many years in the Investment Industry serving various communities in Western Canada.
"I have nothing to say except....everything was absolutely EXCELLENT. Now I know there's an Institute I can turn to to grow my expertise."
Transferred to brokerage from the banking side of the business with 5 years of experience.
"I'm a Sales Assistant in an IB business model. I've had an excellent formal education and have achieved a great understanding of the marketplace I serve. However, the challenge is in how the education is applied in the real world and in my position. I thought SUI was going to be the 'same old, same old'. Sit in a class, the instructor teaches, you try to stay awake....let's face it, some of this material is DRY. WAS I SHOCKED! The instructor is AMAZING and FUNNY! The material was tough but the instructor was able to break it down and apply it in a practical way and have everyone understand it, AND I HAD FUN WHILE LEARNING IT."
"I'm looking forward to more courses from SUI."
A very bright young lady.
"I thoroughly enjoyed the course. I found it informative and entertaining, and it really helped ‘fill in the blanks’ with what goes on in the Operations side of the brokerage industry. Andrée’s wealth of knowledge and experience was very impressive, and she presented the course very well."
An industry "techie"
"You have to attend this course! It’s truly remarkable. The instructors certainly know how to engage you."
Newbie to the industry.
"With my many years of experience I thought the course would not be suitable for my level and yet, I did learn some things. I enjoyed the delivery “friendly and fun” and the discussions that arose. Firms with self-clearing and correspondent clearing firms, with staff not as experienced as I am, would benefit from the course as it provides a ‘whole picture’."
An undisclosed number of years Trading and Compliance veteran.
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