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”.

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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 ETFs (CCETF)

  • Online mini-course $45

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

  • Keeping up with Regulatory Change – CFR 2024 $70
  • Conflicts of Interest – CFR 2024 $70
  • Know Your Product – CFR 2024 $70
  • Enhanced KYC and Suitability – CFR 2024 $70
  • Protecting Aging and Vulnerable Clients – CFR 2024 $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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