CSI will be performing maintenance on June 22nd from 7:00 PM to 12:00 AM EST. Exam scheduling will be unavailable. Existing exam bookings will not be impacted. Please do not submit support tickets for scheduling issues during this time.

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

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.