CSI will be performing system maintenance on Saturday April 13th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

Take advantage of our exclusive, limited-time discount of 10% off your CPH® registration before September 30, 2022.

In a constantly evolving financial landscape, a clear understanding of the changing regulations is critical for financial professionals and organizations to stay compliant. The Conduct and Practices Handbook Course (CPH®) will broaden your career horizon as a specialist and advance your career as an investment advisor or representative, so that you can help your client make the right investment decisions.

The CPH® will provide you with practical knowledge of:

  • 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

Course Features


Self-paced modules spread across 40 - 55 hours


Online learning format, available 24/7


Earn a globally recognized CSI certificate