CSI will be performing system maintenance on Saturday May 11th 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”.

Demystify the rules, regulations, practices and ethics in Canada’s financial services landscape with the Conduct and Practices Handbook Course (CPH®). In a constantly evolving financial landscape, a clear understanding of the 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 that you can help your client make the right investment decisions.

Take advantage of our exclusive, limited-time discount of 10% off your CPH® registration before July 31, 2023.

CPH® CPH®

CPH®

Online version
with Printed Textbook

$877.5 $ 975

Includes:

  • Online, Interactive Version
  • Online PDF Textbook
  • Hard Copy Textbook
ADD TO CART
CPH® CPH®

CPH®

Online version
with PDF Textbook

$841.5 $ 935

Includes:

  • Online, Interactive Version
  • Online PDF Textbook
ADD TO CART

What You’ll Learn

  • The standards of conduct, including the “Know Your Client” rule
  • Provincial securities legislation
  • Ethics theory and application in a securities firm environment

 

  • Self-regulatory organizations’ specific rules governing conduct
  • The Canadian regulatory environment
  • Guidelines for appropriate dealings with clients

Course Features

Self-paced modules spread across 40 - 55 hours

Self-paced modules spread across 40 - 55 hours

Online learning format, available 24/7

Online learning format, available 24/7

Earn a globally recognized CSI certificate

Earn a globally recognized CSI certificate