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Retail Banking

Financial Advice

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 $1620
  • Online, Interactive Version with Online PDF, eBook and Hard-Copy Textbook $1320
  • Online, Interactive Version with Online PDF and eBook Textbook $1220
  • 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

Lending

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

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

Financial Planning & Insurance

Securities Sector

Applied Financial Planning Certification Exam (AFP)

  • AFP Certification Examination Enrolment $750

Canadian Securities Course (CSC®)

  • CSC® Value Pack Combo $1620
  • Online, Interactive Version with Online PDF, eBook and Hard-Copy Textbook $1320
  • Online, Interactive Version with Online PDF and eBook Textbook $1220
  • 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 – Mutual Fund Path $

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 Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1725
  • Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF) $1625

WME Course For Financial Planners (WME-FP)

  • Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1200
  • Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF) $1070

WME Course For Investment Managers (WME-IM)

  • Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1200
  • Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF) $1070

WME Course For Wealth Managers (WME-WM)

  • Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1120
  • Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF) $990

Banking Sector

Applied Financial Planning Certification Exam (AFP)

  • AFP Certification Examination Enrolment $750

Canadian Securities Course (CSC®)

  • CSC® Value Pack Combo $1620
  • Online, Interactive Version with Online PDF, eBook and Hard-Copy Textbook $1320
  • Online, Interactive Version with Online PDF and eBook Textbook $1220
  • 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

Mutual Fund & Insurance Sector

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 $1620
  • Online, Interactive Version with Online PDF, eBook and Hard-Copy Textbook $1320
  • Online, Interactive Version with Online PDF and eBook Textbook $1220
  • 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 Licence Qualification Program Insurance Course (LLQP)

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

Financial Planning – Quebec IQPF

Accounting (ACC)

  • ACC Online with hard-copy textbook $585

Economics (ECO)

  • ECO Online, interactive version with hard-copy textbook $585

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 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

Investors

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

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

Investment Management & Trading

Securities

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 $1620
  • Online, Interactive Version with Online PDF, eBook and Hard-Copy Textbook $1320
  • Online, Interactive Version with Online PDF and eBook Textbook $1220
  • Canadian Securities Course (CSC®) for Investors $550

Conduct and Practices Handbook Course (CPH®)

  • CPH Online, Interactive Version with Hard-Copy Textbook $975
  • CPH Online, Interactive Version with PDF Textbook $935

Investment Advisors Training Program (90-day) (IATP)

  • IATP online, interactive version with PDF textbook $635

Investment Management Techniques (IMT®)

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

New Entrants Course (NEC)

  • Online, interactive version with hard-copy textbooks $1800
  • Online, interactive version with PDF textbooks $1625

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 Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1725
  • Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF) $1625

WME Course For Financial Planners (WME-FP)

  • Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1200
  • Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF) $1070

WME Course For Investment Managers (WME-IM)

  • Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1200
  • Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF) $1070

WME Course For Wealth Managers (WME-WM)

  • Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1120
  • Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF) $990

Derivatives

Advanced Derivatives Market Strategies Course (ADMS)

  • ADMS Online, interactive version with PDF textbook $985
  • ADMS Online, interactive version with hard-copy textbook $1060

Canadian Commodity Supervisors Exam (CCSE)

  • CCSE Online, interactive version with hard-copy textbook $1300
  • CCSE Online, interactive version with PDF textbook $1260

Derivatives Fundamentals and Options Licensing Course (DFOL)

  • Online, Interactive Version with Hard-Copy Textbook $1530
  • Online, Interactive Version with PDF Textbook $1455
  • DFOL with Futures Licensing Course Complete Online Version with Hard-Copy Textbooks $2310
  • DFOL with Futures Licensing Course – Complete Online Versions with PDF Textbooks $2195

Derivatives Fundamentals Course (DFC®)

  • Online, interactive version with hard-copy textbook $1115
  • Online, interactive version with PDF textbook $1040
  • DFC with Futures Licensing Course Complete online version with hard-copy textbooks $1895
  • DFC with Futures Licensing Course – Complete online versions with PDF textbooks $1780

Futures Licensing Course (FLC)

  • Online, interactive version with hard-copy textbook $780
  • Online, interactive version with PDF textbook $740
  • FLC with Derivatives Fundamentals Course (DFC) complete online version with hard-copy textbooks $1895
  • FLC with Derivatives Fundamentals Course (DFC) complete online version with PDF textbooks $1780

Options Licensing Course (OLC)

  • Online, interactive version with hard-copy textbook $815
  • Online, interactive version with PDF textbook $740

Options Supervisors Course (OPSC)

  • Online, interactive version with hard-copy textbook $1430
  • Online, interactive version with PDF textbook $1390

Trading

Technical Analysis Course (TAC)

  • Technical Analysis Course (TAC) $835

Trader Training Course (TTC)

  • Online, interactive version with hard-copy textbook $1495
  • Online, interactive version with PDF textbook $1455

Mutual Funds

Canadian Securities Course (CSC®)

  • CSC® Value Pack Combo $1620
  • Online, Interactive Version with Online PDF, eBook and Hard-Copy Textbook $1320
  • Online, Interactive Version with Online PDF and eBook Textbook $1220
  • 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

Investors

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 $780
  • Online, interactive version with PDF textbook $740
  • FLC with Derivatives Fundamentals Course (DFC) complete online version with hard-copy textbooks $1895
  • FLC with Derivatives Fundamentals Course (DFC) complete online version with PDF textbooks $1780

Wealth Management & Private Banking

Wealth Management

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 $1620
  • Online, Interactive Version with Online PDF, eBook and Hard-Copy Textbook $1320
  • Online, Interactive Version with Online PDF and eBook Textbook $1220
  • 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 $975
  • CPH Online, Interactive Version with PDF Textbook $935

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 Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1725
  • Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF) $1625

WME Course For Financial Planners (WME-FP)

  • Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1200
  • Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF) $1070

WME Course For Investment Managers (WME-IM)

  • Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1200
  • Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF) $1070

WME Course For Wealth Managers (WME-WM)

  • Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1120
  • Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF) $990

Estate & Trust Management

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

Leadership, Management & Compliance

Securities Sector

Canadian Commodity Supervisors Exam (CCSE)

  • CCSE Online, interactive version with hard-copy textbook $1300
  • CCSE Online, interactive version with PDF textbook $1260

Chief Compliance Officers Qualifying Examination (CCO)

  • Online, interactive version with hard-copy textbook $820
  • Online, interactive version with PDF textbook $780

Chief Financial Officers Qualifying Examination (CFO)

  • Online, interactive version with hard copy textbook $830
  • Online, interactive version with PDF textbook $780

Conduct and Practices Handbook Course (CPH®)

  • CPH Online, Interactive Version with Hard-Copy Textbook $975
  • CPH Online, Interactive Version with PDF Textbook $935

Investment Dealer Compliance Course (IDCC)

  • IDCC Online, interactive version with online textbook (PDF) $995
  • IDCC Online, interactive version with hard copy textbook $1070

Investment Dealer Supervisors Course (IDSC)

  • Online, interactive version with hard-copy textbook $1515
  • Online, interactive version with PDF textbook $1475

Options Supervisors Course (OPSC)

  • Online, interactive version with hard-copy textbook $1430
  • Online, interactive version with PDF textbook $1390

Partners, Directors and Senior Officers Course (PDO)

  • Online, Interactive Version with Hard-Copy Textbook $1565
  • Online, Interactive Version with PDF Textbook $1525

Mutual Funds & Exempt Market Dealers Sector

Branch Compliance Officer’s Course (BCO)

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

Chief Compliance Officers Qualifying Examination (CCO)

  • Online, interactive version with hard-copy textbook $820
  • Online, interactive version with PDF textbook $780

Partners, Directors and Senior Officers Course (PDO)

  • Online, Interactive Version with Hard-Copy Textbook $1565
  • Online, Interactive Version with PDF Textbook $1525

Banking Sector

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

People and Team Management (PTM)

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

Continuing Education

Financial Planning & Insurance

Investment Management & Trading

A Practical Guide to ESG Investing for Advisors (PGIA)

  • Online, interactive version with PDF textbook $30

Covered Call Writing (CCW)

  • CCW Online mini-course $85

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

Principal–Protected Notes (PPN)

  • PPN Online mini-course $170

Responsible Investing Using ESG Factors (RIUF)

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

Split Shares (SPSH)

  • Online, interactive version $45

Wealth Management & Private Banking

CIWM Certification Examination

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

Cybersecurity and Privacy (CYPR)

  • CYPR Online mini-course $70

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 Planning (EP)

  • EP Online mini-course $85

Financial Planning For Snowbirds (FPS)

  • FPS Online module and quiz $140

Generating Retirement Income (GRI)

  • GRI Online mini-course $115

Split Shares (SPSH)

  • Online, interactive version $45

Transitioning Into Retirement (TIR)

  • TIR Online mini-course $115

Business Banking

Leadership, Management & Compliance

CE Ethics Course, Retail Version (EMCS)

  • EMCS Online, self-study course $280

Client Focused Reforms (CFR) 2024 Series

  • Conflicts of Interest – CFR 2024 Series $70
  • Know Your Product – CFR 2024 Series $70
  • Enhanced KYC and Suitability – CFR 2024 Series $70
  • Protecting Aging and Vulnerable Clients – CFR 2024 Series $70

Cybersecurity and Privacy (CYPR)

  • CYPR Online mini-course $70

Ethics For Institutional Registrants (EIR)

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

Key Compliance Considerations for Institutional Registrants (KCIN)

  • Online, interactive version with PDF textbook $140

Key Compliance Considerations for Investment Representatives (KCIR)

  • Online, interactive version with PDF textbook $140

Role Of The Gatekeeper (RG)

  • RG Online mini-course $80
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