Course Catalogue

Applied Financial Planning Certification Exam (AFP)

• AFP Certification Examination Enrolment $750

Branch Compliance Officer’s Course (BCO)

• BCO Online, Interactive Version with Hard-Copy Textbook $530
• BCO Online, Interactive Version with PDF Textbook $490

Canadian Securities Course (CSC®)

• CSC® Value Pack Combo $1398
• Online, Interactive Version with Online PDF, eBook and Hard-Copy Textbook $1098
• Online, Interactive Version with Online PDF and eBook Textbook $998
• Canadian Securities Course (CSC®) for Investors $550

Financial Planning I (FP I)

• Online, interactive version with hard-copy textbook $875
• Online, interactive version with PDF textbook $800

Financial Planning II (FP II)

• Online, interactive version with hard-copy textbook $875
• Online, interactive version with PDF textbook $800

Investment Funds in Canada (IFC)

• Value Pack Combo $715
• Online, Interactive Version with Hard-Copy Textbook $520
• Online, Interactive Version with PDF Textbook $470

Personal Financial Services Advice (PFSA)

• Online, interactive version with hard-copy textbook $725
• Online, interactive version with PDF readings $650

Personal Financial Services Advice (PFSA)

• Online, interactive version with hard-copy textbook $725
• Online, interactive version with PDF readings $650

Personal Lending and Mortgages (PLM)

• Online, interactive version $565
• Online, interactive version including hard-copy textbook $640

Bank Management Fundamentals (BMF)

• BMF Online, interactive version $565
• BMF Course includes hard-copy of textbook $640

Business Development Planning – Bank Management (BDPM)

• Online, interactive version $550
• Online, interactive version including hard-copy textbook $625

People and Team Management (PTM)

• Online, interactive version $550
• Online, interactive version including hard-copy textbook $625

Applied Financial Planning Certification Exam (AFP)

• AFP Certification Examination Enrolment $750

Canadian Securities Course (CSC®)

• CSC® Value Pack Combo $1398
• Online, Interactive Version with Online PDF, eBook and Hard-Copy Textbook $1098
• Online, Interactive Version with Online PDF and eBook Textbook $998
• Canadian Securities Course (CSC®) for Investors $550

Financial Planning Integration Course (FPIC)

• Financial Planning Integration Course - Bankers Path $400
• Financial Planning Integration Course - Investment Advisors Path $400
• Financial Planning Integration Course - AMFA Path $400

Financial Planning Supplement (FPSU)

• Online, interactive version with hard-copy textbook $1030
• Online, interactive version with PDF textbook $985

Wealth Management Essentials (WME®)

• Online, Interactive Version with Included WME® PDF Textbook $1111

Applied Financial Planning Certification Exam (AFP)

• AFP Certification Examination Enrolment $750

Canadian Securities Course (CSC®)

• CSC® Value Pack Combo $1398
• Online, Interactive Version with Online PDF, eBook and Hard-Copy Textbook $1098
• Online, Interactive Version with Online PDF and eBook Textbook $998
• Canadian Securities Course (CSC®) for Investors $550

Financial Planning I (FP I)

• Online, interactive version with hard-copy textbook $875
• Online, interactive version with PDF textbook $800

Financial Planning II (FP II)

• Online, interactive version with hard-copy textbook $875
• Online, interactive version with PDF textbook $800

Investment Funds in Canada (IFC)

• Value Pack Combo $715
• Online, Interactive Version with Hard-Copy Textbook $520
• Online, Interactive Version with PDF Textbook $470

Law, Estate and Tax Supplement (LETS)

• Online, Interactive Version with PDF Textbook $600

Lending, Retirement and Insurance Supplement (LRIS)

• LRIS course includes PDF, e-Books and review questions $600

Personal Financial Services Advice (PFSA)

• Online, interactive version with hard-copy textbook $725
• Online, interactive version with PDF readings $650

Advanced Mutual Funds Advice Program (AMFA)

• Client Discovery (AMFA) $200
• Tax Planning (AMFA) $200
• Retirement Planning (AMFA) $200
• Estate Planning (AMFA) $200
• Foundations of Investment Management (AMFA) $200
• Retirement Income Planning and Products (AMFA) $200
• Practice Management for Mutual Fund Representatives (AMFA) $200

Canadian Securities Course (CSC®)

• CSC® Value Pack Combo $1398
• Online, Interactive Version with Online PDF, eBook and Hard-Copy Textbook $1098
• Online, Interactive Version with Online PDF and eBook Textbook $998
• Canadian Securities Course (CSC®) for Investors $550

Insurance Ethics And Professional Practice Module (IEPP)

• Online, Interactive version - Common Law $125
• Online, Interactive version - Civil Code $125

Investment Funds in Canada (IFC)

• Value Pack Combo $715
• Online, Interactive Version with Hard-Copy Textbook $520
• Online, Interactive Version with PDF Textbook $470

Life License Qualification Program Insurance Course (LLQP)

• LLQP Insurance Course (Common Law) $475
• LLQP Insurance Course (Civil Code) $475
• LLQP Insurance Course (Canada) $475

Accounting (ACC)

• ACC Online with hard-copy textbook $585

Economics (ECO)

• ECO Online, interactive version with hard-copy textbook $625

Financial Planning for Businesses – Quebec (FPB)

• Online, Interactive Version with PDF Textbook $525
• Online with hard-copy textbook $575

Fundamentals of Personal Finance – Quebec (FPF)

• Online with hard-copy textbook $625

Insurance & Retirement – Quebec (INR)

• Online with hard-copy textbook $625

Investment & Tax Planning – Quebec (ITP)

• Online, Interactive Version with hard-copy textbook $625

Investment & Taxation Fundamentals – Quebec (ITF)

• Online with hard-copy textbook $625

Investment Funds in Canada (IFC)

• Value Pack Combo $715
• Online, Interactive Version with Hard-Copy Textbook $520
• Online, Interactive Version with PDF Textbook $470

Legal and Ethical aspects of Financial Planning – Quebec (LEFP)

• Online, Interactive Version with PDF Textbook $525
• Online with hard-copy textbook $575

Risk Management & Estate Planning – Quebec (RMEP)

• Online with hard-copy textbook $625

Canadian Securities Course (CSC®) for Investors (CSC-INVESTORS)

• CSC-INVESTORS Online, Interactive Version $550
• CSC-INVESTORS Value Pack Combo $950

Advanced Investment Strategies (AIS)

• AIS Online, Interactive Version with Hard-Copy Textbook $1000
• AIS Online, Interactive Version with PDF Textbook $925

Canadian Securities Course (CSC®)

• CSC® Value Pack Combo $1398
• Online, Interactive Version with Online PDF, eBook and Hard-Copy Textbook $1098
• Online, Interactive Version with Online PDF and eBook Textbook $998
• Canadian Securities Course (CSC®) for Investors $550

Conduct and Practices Handbook Course (CPH®)

• CPH Online, Interactive Version with Hard-Copy Textbook $681
• CPH Online, Interactive Version with PDF Textbook $641

Investment Management Techniques (IMT®)

• Online, Interactive Version with Hard-Copy Textbook $1240
• Online, Interactive Version with PDF Textbook $1165

Portfolio Management Techniques (PMT®)

• Online, Interactive Version with Hard-Copy Textbook $1165
• Online, Interactive Version with PDF Textbook $1125

Wealth Management Essentials (WME®)

• Online, Interactive Version with Included WME® PDF Textbook $1111

Canadian Commodity Supervisors Exam (CCSE)

• CCSE Online, interactive version with hard-copy textbook $987
• CCSE Online, interactive version with PDF textbook $947

Derivatives Fundamentals and Options Licensing Course (DFOL)

• Online, Interactive Version with Hard-Copy Textbook $1112
• Online, Interactive Version with PDF Textbook $1037
• DFOL with Futures Licensing Course Complete Online Version with Hard-Copy Textbooks $1668
• DFOL with Futures Licensing Course - Complete Online Versions with PDF Textbooks $1533

Derivatives Fundamentals Course (DFC®)

• Online, interactive version with hard-copy textbook $818
• Online, interactive version with PDF textbook $743
• DFC with Futures Licensing Course Complete online version with hard-copy textbooks $1354
• DFC with Futures Licensing Course - Complete online versions with PDF textbooks $1239

Futures Licensing Course (FLC)

• Online, interactive version with hard-copy textbook $536
• Online, interactive version with PDF textbook $496
• FLC with Derivatives Fundamentals Course (DFC) complete online version with hard-copy textbooks $1354
• FLC with Derivatives Fundamentals Course (DFC) complete online version with PDF textbooks $1239

Options Licensing Course (OLC)

• Online, interactive version with hard-copy textbook $571
• Online, interactive version with PDF textbook $496

Options Supervisors Course (OPSC)

• Online, interactive version with hard-copy textbook $1064
• Online, interactive version with PDF textbook $1024

Technical Analysis Course (TAC)

• Technical Analysis Course (TAC) $835

Trader Training Course (TTC)

• Online, interactive version with hard-copy textbook $1081
• Online, interactive version with PDF textbook $1041

Canadian Securities Course (CSC®)

• CSC® Value Pack Combo $1398
• Online, Interactive Version with Online PDF, eBook and Hard-Copy Textbook $1098
• Online, Interactive Version with Online PDF and eBook Textbook $998
• Canadian Securities Course (CSC®) for Investors $550

Investment Funds in Canada (IFC)

• Value Pack Combo $715
• Online, Interactive Version with Hard-Copy Textbook $520
• Online, Interactive Version with PDF Textbook $470

The 90-Day MF Skills Builder (MFSB)

Canadian Securities Course (CSC®) for Investors (CSC-INVESTORS)

• CSC-INVESTORS Online, Interactive Version $550
• CSC-INVESTORS Value Pack Combo $950

Futures Licensing Course (FLC)

• Online, interactive version with hard-copy textbook $536
• Online, interactive version with PDF textbook $496
• FLC with Derivatives Fundamentals Course (DFC) complete online version with hard-copy textbooks $1354
• FLC with Derivatives Fundamentals Course (DFC) complete online version with PDF textbooks $1239

Advanced Investment Strategies (AIS)

• AIS Online, Interactive Version with Hard-Copy Textbook $1000
• AIS Online, Interactive Version with PDF Textbook $925

Canadian Securities Course (CSC®)

• CSC® Value Pack Combo $1398
• Online, Interactive Version with Online PDF, eBook and Hard-Copy Textbook $1098
• Online, Interactive Version with Online PDF and eBook Textbook $998
• Canadian Securities Course (CSC®) for Investors $550

CIWM Certification Examination

• CIWM Certification Examination $995
• CIWM Certification Examination - Re-enrollment $995

Conduct and Practices Handbook Course (CPH®)

• CPH Online, Interactive Version with Hard-Copy Textbook $681
• CPH Online, Interactive Version with PDF Textbook $641

Dealing With High Net Worth Clients Program (DHNW)

• Dealing With Special High Net Worth Client Situations $350
• Estate Planning For High Net Worth Clients $350
• Investment Strategies For High Net Worth Clients $350
• Practice Management in High Net Worth Segment $350
• Retirement Planning For High Net Worth Clients $350

Wealth Management Essentials (WME®)

• Online, Interactive Version with Included WME® PDF Textbook $1111

Case Application Examination (CAE)

• Online, Interactive version - Canada/Common Law $720
• Online, Interactive version - Québec/Civil Code $720

Estate and Trust Administration (ETA)

• ETA Online, interactive version $870
• ETA Course including hard-copy of textbook $960
• ETA Online, interactive version $870
• ETA Course including hard-copy of textbook $960

Estate and Trust Asset Management (ETM)

• ETM Online, interactive version $295
• ETM Course including hard-copy of textbook $360

Ethics and the Client Experience – Estates and Trusts (ECE)

• ECE Online, interactive version $295
• ECE Course including hard-copy of textbook $330

Laws of Estates and Trusts (LET)

• LET Online, interactive version $295
• LET Course including hard-copy of textbook $355
• LET Online, interactive version $295
• LET Course including hard-copy of textbook $355

Taxation Considerations for Estates and Trusts (TET)

• TET Online, interactive version $295
• TET Course including hard-copy of textbook $330

Applied Investment Dealer Compliance (AIDC)

• AIDC Online mini-course $215

Canadian Commodity Supervisors Exam (CCSE)

• CCSE Online, interactive version with hard-copy textbook $987
• CCSE Online, interactive version with PDF textbook $947

Chief Compliance Officers Qualifying Examination (CCO)

• Online, interactive version with hard-copy textbook $490
• Online, interactive version with PDF textbook $450

Chief Financial Officers Qualifying Examination (CFO)

• Online, interactive version with hard copy textbook $500
• Online, interactive version with PDF textbook $450

Conduct and Practices Handbook Course (CPH®)

• CPH Online, Interactive Version with Hard-Copy Textbook $681
• CPH Online, Interactive Version with PDF Textbook $641

Financial Services Industry: Business Drivers and Challenges (FSDC)

• Online, Interactive Version $395

Investment Dealer Supervisors Course (IDSC)

• Online, interactive version with hard-copy textbook $1081
• Online, interactive version with PDF textbook $1041

Options Supervisors Course (OPSC)

• Online, interactive version with hard-copy textbook $1064
• Online, interactive version with PDF textbook $1024

Partners, Directors and Senior Officers Course (PDO)

• Online, Interactive Version with Hard-Copy Textbook $1140
• Online, Interactive Version with PDF Textbook $1100

Understanding Investment Dealer Business Units (UIDB)

• UIDB Online mini-course $150

Branch Compliance Officer’s Course (BCO)

• BCO Online, Interactive Version with Hard-Copy Textbook $530
• BCO Online, Interactive Version with PDF Textbook $490

Canadian Compliance Course (CCC)

• Online, interactive version with PDF Textbook $650

Chief Compliance Officers Qualifying Examination (CCO)

• Online, interactive version with hard-copy textbook $490
• Online, interactive version with PDF textbook $450

Exempt Market Proficiency (EXMP)

• Online, interactive version with PDF Textbook $650

Partners, Directors and Senior Officers Course (PDO)

• Online, Interactive Version with Hard-Copy Textbook $1140
• Online, Interactive Version with PDF Textbook $1100

Bank Management Fundamentals (BMF)

• BMF Online, interactive version $565
• BMF Course includes hard-copy of textbook $640

Branch Compliance Officer’s Course (BCO)

• BCO Online, Interactive Version with Hard-Copy Textbook $530
• BCO Online, Interactive Version with PDF Textbook $490

Financial Services Industry: Business Drivers and Challenges (FSDC)

• Online, Interactive Version $395

People and Team Management (PTM)

• Online, interactive version $550
• Online, interactive version including hard-copy textbook $625

Advising Across Generations: Boomers to Gen Z (AAG)

• Online, Interactive Version $199

Behavioural Economics for Financial Advisors (BEFA)

• Online audio mini-course $175

Ethical Practice in the Financial Service Industry (EPFSI)

• EPFSI Online Mini Course $280

Financial Planning For Snowbirds (FPS)

• FPS Online module and quiz $140

Finfluencers and the Modern Investor: Navigating Influence in the Age of Social Media (FMI)

• Online, Interactive Version $99

Safeguard Elderly Clients From Financial Fraud (SECF)

• SECF Online mini-course $30

Advertising, Marketing, and Social Media (AMSM)

• AMSM Online mini-course $70

Advising Across Generations: Boomers to Gen Z (AAG)

• Online, Interactive Version $199

Behavioural Economics for Financial Advisors (BEFA)

• Online audio mini-course $175

Behavioural Finance in Action (BFIA)

• Online mini-course $225

Estate Administration (ESAD)

• ESAD Online module and quiz $170

Ethical Practice in the Financial Service Industry (EPFSI)

• EPFSI Online Mini Course $280

Financial Planning For Snowbirds (FPS)

• FPS Online module and quiz $140

Finfluencers and the Modern Investor: Navigating Influence in the Age of Social Media (FMI)

• Online, Interactive Version $99

Harnessing the Power of Social Media (HPSM)

• Online Mini-Course $99

Protecting Clients from the Inevitable with a Will (PCIW)

• PCIW Online module and quiz $280

Safeguard Elderly Clients From Financial Fraud (SECF)

• SECF Online mini-course $30

Tax-Free Savings Account – Rules and Options (TFSA)

• TFSA Online mini-course $85

A Practical Guide to ESG Investing for Advisors (PGIA)

• Online, interactive version with PDF textbook $30

Alternative Strategies: Hedge Funds And Liquid Alternatives (ASHF)

• Online, interactive version $200

Alternative Strategies: Hedge Funds And Liquid Alternatives For Mutual Fund Representatives (HFLA)

• HFLA Online, interactive version $200

Behavioural Finance in Action (BFIA)

• Online mini-course $225

Covered Call ETFs (CCETF)

• Online mini-course $45

Covered Call Writing (CCW)

• CCW Online mini-course $85

ETFs For Mutual Fund Representatives (ETFM)

• ETFM Online mini-course $179

Introduction to Canadian Depositary Receipts

• Online Mini-Course $30

Introduction to Canadian Depositary Receipts

• Online Mini-Course $30

Introduction to Digital Assets

• DA Online mini-course $45

Investing In ETFs (ETFCE)

• ETFCE Online mini-course $115

Investing In Inflationary Times (IIT)

• IIT Online mini-course $65

Investing in Private Markets (IPM)

• IPM Online mini-course $115

Investing in Real Assets

• IRA Online mini-course $85

Negative Interest Rates: Origins And Implications (NIR)

• NIR Online mini-course $80

Principal–Protected Notes (PPN)

• PPN Online mini-course $170

Responsible Investing Using ESG Factors (RIUF)

• RIUF Online, interactive version with online textbook (PDF) $85

Royalty and Streaming Companies (RSC)

• RSC Online module and quiz $30

Split Shares (SPSH)

• Online, interactive version $45

Tax-Free Savings Account – Rules and Options (TFSA)

• TFSA Online mini-course $85

Understanding High-Frequency Trading (UHFT)

• Online mini-course $85

Advertising, Marketing, and Social Media (AMSM)

• AMSM Online mini-course $70

Advising Across Generations: Boomers to Gen Z (AAG)

• Online, Interactive Version $199

Behavioural Economics for Financial Advisors (BEFA)

• Online audio mini-course $175

Behavioural Finance in Action (BFIA)

• Online mini-course $225

CIWM Certification Examination

• CIWM Certification Examination $995
• CIWM Certification Examination - Re-enrollment $995

Dealing With High Net Worth Clients Program (DHNW)

• Dealing With Special High Net Worth Client Situations $350
• Estate Planning For High Net Worth Clients $350
• Investment Strategies For High Net Worth Clients $350
• Practice Management in High Net Worth Segment $350
• Retirement Planning For High Net Worth Clients $350

Estate Administration (ESAD)

• ESAD Online module and quiz $170

Ethical Practice in the Financial Service Industry (EPFSI)

• EPFSI Online Mini Course $280

Financial Planning For Snowbirds (FPS)

• FPS Online module and quiz $140

Finfluencers and the Modern Investor: Navigating Influence in the Age of Social Media (FMI)

• Online, Interactive Version $99

Generating Retirement Income (GRI)

• GRI Online mini-course $115

Harnessing the Power of Social Media (HPSM)

• Online Mini-Course $99

Protecting Clients from the Inevitable with a Will (PCIW)

• PCIW Online module and quiz $280

Retirement Accumulation Structures And Strategies (RASS)

• RASS Online mini-course $200

Safeguard Elderly Clients From Financial Fraud (SECF)

• SECF Online mini-course $30

Split Shares (SPSH)

• Online, interactive version $45

Tax-Free Savings Account – Rules and Options (TFSA)

• TFSA Online mini-course $85

Transitioning Into Retirement (TIR)

• TIR Online mini-course $115

Advertising, Marketing, and Social Media (AMSM)

• AMSM Online mini-course $70

Safeguard Elderly Clients From Financial Fraud (SECF)

• SECF Online mini-course $30

Advertising, Marketing, and Social Media (AMSM)

• AMSM Online mini-course $70

Advisor Managed Accounts – Compliance Considerations (AMAC)

• Online mini course $79

Applied Investment Dealer Compliance (AIDC)

• AIDC Online mini-course $215

CE Ethics Course, Retail Version (EMCS)

• EMCS Online, self-study course $280

Client Focused Reforms (CFR) 2026 Series

• Keeping up with Regulatory Change - CFR 2026 $70
• Conflicts of Interest - CFR 2026 $70
• Know Your Product - CFR 2026 $75
• Enhanced KYC and Suitability - CFR 2026 $70

Combatting Money Laundering – Beneficial Ownership Requirements (CML)

• Online mini course $70

Compliance Refresher for Investment Representatives (CRIR)

• Online, Interactive Version $140

Conflicts of Interest (COI26) – CFR 2026

• Online mini course $70

Cybersecurity and Privacy – Compliance Refresher (CPC)

• Online mini course $70

ETFs For Mutual Fund Representatives (ETFM)

• ETFM Online mini-course $179

Ethics For Institutional Registrants (EIR)

• EIR online, interactive version with online textbook (PDF) $85

Investing In Bitcoin: Opportunities And Risks (BTC)

• BTC Online mini-course $140

Know Your Product – CFR 2026 KYP26

• Online mini course $75

Regulatory and Compliance Considerations for Institutional Registrants (RCIN)

• Online mini course $140

Tax-Free Savings Account – Rules and Options (TFSA)

• TFSA Online mini-course $85

Understanding Investment Dealer Business Units (UIDB)

• UIDB Online mini-course $150