Demystify the rules, regulations, practices and ethics in Canada’s financial services landscape with the Conduct and Practices Handbook Course (CPH®). In an ever-evolving financial landscape, a clear understanding of changing regulations is critical for financial professionals and organizations to stay compliant. The CPH® will broaden your career horizon as a specialist and advance your career as an investment advisor or representative, so you can help your client make the right investment decisions.
You’ve already taken the first step towards your career enhancement by starting the CPH®. Now let us help you see it all the way through to completion.
Take advantage of our exclusive, limited-time discount of 10% off your CPH® re-enrolment before June 30, 2020.
CPH®
Online version with Textbook
Includes:
- Online, Interactive Version
- Online PDF Textbook
- Hard Copy Textbook
CPH®
Online version with PDF Textbook
Includes:
- Online, Interactive Version
- Online PDF Textbook
What You’ll Learn
- The standards of conduct, including the “Know Your Client” rule
- Self-regulatory organizations’ specific rules governing conduct
- Provincial securities legislation
- Guidelines for appropriate dealings with clients
- Ethics theory and application in a securities firm environment
- The Canadian regulatory environment
Features
Self-paced modules spread across 40 - 55 hours
Online learning format, available 24/7
Earn a globally recognized CSI certificate
This exclusive offer is only available by selecting one of the packages on this page. CSI reserves the right to change, amend, modify, suspend, extend or terminate all or any part of this offer at any time without notice. Corporate discounts are not applicable in conjunction with this promotion. This promotion cannot be combined with any other discounts or offers.