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Retail Banking

Financial Advice

Applied Financial Planning (AFP) Certification Examination

  • Proctored exam with online resources $750

Branch Compliance Officer's Course (BCO)

  • Online, interactive version with hard-copy textbook $530
  • Online, interactive version with PDF textbook $490

Canadian Securities Course (CSC®)

  • Online, interactive version with online textbook (PDF) $1220
  • Online, interactive version with hard-copy textbook $1320
  • Canadian Securities Course (CSC®) Value Pack Combo $1620

Financial Planning I (FP I)

  • Online, interactive version with online textbook (PDF) $800
  • Online, interactive version eBook & hard-copy textbook $875

Financial Planning II (FP II)

  • Online, interactive version with online textbook (PDF) $800
  • Online, interactive version eBook & hard-copy textbook $875

Investment Funds in Canada (IFC)

  • 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 online textbook (PDF) $650
  • Online, interactive version eBook & hard-copy textbook $725

Lending

Personal Financial Services Advice (PFSA)

  • Online, interactive version with online textbook (PDF) $650
  • Online, interactive version eBook & hard-copy textbook $725

Personal Lending & Mortgages (PLM)

  • Online, interactive version with online textbook (PDF) $565
  • Online, interactive version with hard-copy textbook $640

Bank Management

Bank Management Fundamentals

  • Online, interactive version with online textbook (PDF) $565
  • Online, interactive version with hard-copy textbook $640

Business Development Planning - Bank Management (BDPM)

  • Online, interactive version with online textbook (PDF) $550
  • Online, interactive version with hard-copy textbook $625

People & Team Management

  • Online, interactive version with online textbook (PDF) $550
  • Online, interactive version with hard-copy textbook $625

Financial Planning & Insurance

Securities Sector

Applied Financial Planning (AFP) Certification Examination

  • Proctored exam with online interactive content $750

Financial Planning Integration Course (FPIC)

  • The FPIC - Bankers Path includes the most up-to-date versions of the following courses: IFC, PFSA, FPI, and FPII. Select this course if you have successfully completed the aforementioned courses. $400
  • The FPIC - Investment Advisors Path includes the most up-to-date versions of the following courses: CSC®, FPSU, and WME®. Select this course if you have successfully completed the aforementioned courses. $400

Canadian Securities Course (CSC®)

  • Online, interactive version with online textbook (PDF) $1220
  • Online, interactive version with hard-copy textbook $1320
  • Canadian Securities Course (CSC®) Value Pack Combo $1620

Financial Planning Supplement (FPSU)

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

Wealth Management Essentials (WME®)

  • Online, interactive version including the online WME® textbook & KPMG Tax Planning for You & Your Family (PDF) $1625
  • Online, interactive version including hard-copies of the WME® textbook & KPMG Tax Planning for You & Your Family $1725

WME® for Financial Planners

  • Online, interactive version including the online WME® textbook & KPMG Tax Planning for You & Your Family (PDF) $1070
  • Online, interactive version including hard-copies of the WME® textbook & KPMG Tax Planning for You & Your Family $1200

WME® for Investment Managers

  • Online, interactive version including the online WME® textbook & KPMG Tax Planning for You & Your Family (PDF) $1070
  • Online, interactive version including hard-copies of the WME® textbook & KPMG Tax Planning for You & Your Family $1200

WME® for Wealth Managers

  • Online, interactive version including the online WME® textbook & KPMG Tax Planning for You & Your Family (PDF) $990
  • Online, interactive version including hard-copies of the WME® textbook & KPMG Tax Planning for You & Your Family $1120

Banking Sector

Applied Financial Planning (AFP) Certification Examination

  • Proctored exam with online interactive content $750

Canadian Securities Course (CSC®)

  • Online, interactive version with online textbook (PDF) $1220
  • Online, interactive version with hard-copy textbook $1320
  • Canadian Securities Course (CSC®) Value Pack Combo $1620

Financial Planning I (FP I)

  • Online, interactive version with online textbook (PDF) $800
  • Online, interactive version eBook & hard-copy textbook $875

Financial Planning II (FP II)

  • Online, interactive version with online textbook (PDF) $800
  • Online, interactive version eBook & hard-copy textbook $875

Law, Estate and Tax Supplement (LETS)

  • Online, Interactive Version with PDF Textbook $600

Lending,Retirement and Insurance Supplement

  • Course includes pdf, e-Books and review questions $600

Investment Funds in Canada (IFC)

  • 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 online textbook (PDF) $650
  • Online, interactive version eBook & hard-copy textbook $725

Mutual Fund & Insurance Sector

Canadian Securities Course (CSC®)

  • Online, interactive version with online textbook (PDF) $1220
  • Online, interactive version with hard-copy textbook $1320
  • Canadian Securities Course (CSC®) Value Pack Combo $1620

Investment Funds in Canada (IFC)

  • Investment Funds in Canada (IFC) Value Pack Combo $715
  • Online, interactive version with hard copy textbook $520
  • Online, interactive version with PDF textbook $470

Insurance Ethics & Professional Practice Module (IEPP) - Common Law

  • Course includes electronic modular textbook & on-line learning activities $125

Insurance Ethics & Professional Practice Module (IEPP) - Civil Code

  • Course includes electronic modular textbook & on-line learning activities $125

Financial Planning - Quebec IQPF

Fundamentals of Personal Finance - Quebec (0700)

  • Online, interactive version with hard-copy textbook (PFP®-Quebec) $625

Investment & Taxation Fundamentals - Quebec (0774)

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

Insurance & Retirement - Quebec (0778)

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

Investment & Tax Planning - Quebec (0782)

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

Risk Management & Estate Planning* - Quebec (0786)

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

Investment Funds in Canada (IFC)

  • Investment Funds in Canada (IFC) Value Pack Combo $715
  • Online, interactive version with hard copy textbook $520
  • Online, interactive version with PDF textbook $470

Economics (0960)

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

Accounting (0955)

  • Online, version with eBook $585

Legal & Ethical Aspects of Financial Planning (0790)

  • Online, interactive version with hard-copy textbook $525

Financial Planning for Businesses in Quebec (0125)

  • Online, interactive version with hard-copy textbook $525

Investors

Canadian Securities Course (CSC®) for Investors

  • Online, interactive program; with online textbook (PDF) $550
  • Online, interactive program; with hard-copy textbook $650
  • Value Pack Combo $950

Investment Management & Trading

Securities

Canadian Securities Course (CSC®)

  • Online, interactive version with online textbook (PDF) $1220
  • Online, interactive version with hard-copy textbook $1320
  • Canadian Securities Course (CSC®) Value Pack Combo $1620

Conduct & Practices Handbook Course (CPH®)

  • Online, interactive version with online textbook (PDF) $935
  • Online, interactive version with hard-copy textbook $975

Investment Representative Training Program (30-day) (IRT)

  • Online, with online interactive content $485

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

  • Online, interactive version with online textbook (PDF) $635

Investment Management Techniques (IMT®)

  • Online, interactive version with online textbook (PDF) $1165
  • Online, interactive version with hard-copy textbooks $1240

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 the online WME® textbook & KPMG Tax Planning for You & Your Family (PDF) $1625
  • Online, interactive version including hard-copies of the WME® textbook & KPMG Tax Planning for You & Your Family $1725

WME for Financial Planners

  • Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $1200
  • Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $1070

WME® for Investment Managers

  • Online, interactive version including the online WME® textbook & KPMG Tax Planning for You & Your Family (PDF) $1070
  • Online, interactive version including hard-copies of the WME® textbook & KPMG Tax Planning for You & Your Family $1200

WME® for Wealth Managers

  • Online, interactive version including the online WME® textbook & KPMG Tax Planning for You & Your Family (PDF) $990
  • Online, interactive version including hard-copies of the WME® textbook & KPMG Tax Planning for You & Your Family $1120

Advanced Investment Strategies (AIS)

  • Online, interactive version with online textbook (PDF) $925
  • Online, interactive version with hard-copy textbook $1000

New Entrants Course (NEC)

  • Online, interactive version with online textbooks (PDF) $1625
  • Online, interactive version with hard-copy textbook $1800

Derivatives

Advanced Derivatives Market Strategies Course (ADMS)

  • Online, interactive version with online textbook (PDF) $985
  • Online, interactive version with hard-copy textbook $1060

Derivatives Fundamentals Course (DFC)

  • Online, interactive version with online textbook (PDF) $1040
  • Online, interactive version with hard-copy textbook $1115

Derivatives Fundamentals & Options Licensing Course (DFOL)

  • Online version, with electronic DFC textbook (PDF) & hard-copy OLC textbook $1455
  • Online, interactive version with hard-copy DFC & hard-copy OLC textbooks $1530

Futures Licensing Course (FLC)

  • Online, interactive version with PDF textbook $740
  • Online, interactive course with hard-copy textbook $780

Options Licensing Course (OLC)

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

Options Supervisors Course (OPSC)

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

Canadian Commodity Supervisors Exam (CCSE)

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

Trading

Trader Training Course (TTC)

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

Fixed Income Trading & Sales (FIT)

  • Online, interactive version with online textbook (PDF) $255

Equity Trading & Sales (ETS)

  • Online, interactive version with online textbook (PDF) $215

Technical Analysis Course (TAC)

  • Online, interactive version with hard-copy textbook $835

Mutual Funds

Canadian Securities Course (CSC®)

  • Online, interactive version with online textbook (PDF) $1220
  • Online, interactive version with hard-copy textbook $1320
  • Canadian Securities Course (CSC®) Value Pack Combo $1620

Investment Funds in Canada (IFC)

  • 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

  • Online, with online interactive content $190

Investors

Futures Licensing Course (FLC)

  • Online, interactive course with PDF textbook $740
  • Online, interactive course with hard-copy of textbook $780

Canadian Securities Course (CSC®) for Investors

  • Online, interactive program; with online textbook (PDF) $550
  • Online, interactive program; with hard-copy textbook $650
  • Value Pack Combo $950

Wealth Management & Private Banking

Wealth Management

Canadian Securities Course (CSC®)

  • Online, interactive version with online textbook (PDF) $1220
  • Online, interactive version with hard-copy textbook $1320
  • Canadian Securities Course (CSC®) Value Pack Combo $1620

Conduct & Practices Handbook Course (CPH®)

  • Online, interactive version with online textbook (PDF) $935
  • Online, interactive version with hard-copy textbook $975

Wealth Management Essentials (WME®)

  • Online, interactive version including the online WME® textbook & KPMG Tax Planning for You & Your Family (PDF) $1625
  • Online, interactive version including hard-copies of the WME® textbook & KPMG Tax Planning for You & Your Family $1725

WME® for Financial Planners

  • Online, interactive version including the online WME® textbook & KPMG Tax Planning for You & Your Family (PDF) $1070
  • Online, interactive version including hard-copies of the WME® textbook & KPMG Tax Planning for You & Your Family $1200

WME® for Investment Managers

  • Online, interactive version including the online WME® textbook & KPMG Tax Planning for You & Your Family (PDF) $1070
  • Online, interactive version including hard-copies of the WME® textbook & KPMG Tax Planning for You & Your Family $1200

WME® for Wealth Managers

  • Online, interactive version including the online WME® textbook & KPMG Tax Planning for You & Your Family (PDF) $990
  • Online, interactive version including hard-copies of the WME® textbook & KPMG Tax Planning for You & Your Family $1120

Advanced Investment Strategies (AIS)

  • Online, interactive version with online textbook (PDF) $925
  • Online, interactive version with hard-copy textbook $1000

Estate & Trust Management

Estate & Trust Administration (ETA)

  • Online, interactive version with hard-copy textbook (excl. Quebec) $960
  • Online, interactive version with online textbook (PDF) (excl. Quebec) $870
  • Online, interactive version with hard-copy textbook (Quebec) $960
  • Online, interactive version with online textbook (PDF) (Quebec) $870

Estate & Trust Asset Management (ETM)

  • Online, interactive version with online textbook (PDF) $295
  • Online, interactive version with hard-copy textbook $360

Taxation Considerations for Estates & Trusts (TET)

  • Online, interactive version with online textbook (PDF) $295
  • Online, interactive version with hard-copy textbook $330

Laws of Estates & Trusts (LET)

  • Online, interactive version with online textbook (PDF) - Civil Code (Quebec) $295
  • Online, interactive version with textbook $355
  • Online, interactive version with online textbook (PDF) - Common Law (excl. Quebec) $295
  • Online, interactive version with textbook $355

Ethics & the Client Experience - Estates & Trusts (ECE)

  • Online, interactive version with online textbook (PDF) $295
  • Online, interactive version with textbook $330

Case Application Examination (0537)

  • Canada/Common Law Version $720
  • Québec/Civil Code Version $720

Leadership, Management & Compliance

Securities Sector

Conduct & Practices Handbook Course (CPH®)

  • Online, interactive version with online textbook (PDF) $935
  • Online, interactive version with hard-copy textbook $975

Investment Dealer Supervisors Course (IDSC)

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

Partners, Directors & Senior Officers Course (PDO)

  • Online, interactive version with hard-copy textbook $1565
  • Online, interactive version with PDF textbook $1525

Options Supervisors Course (OPSC)

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

Canadian Commodity Supervisors Exam (CCSE)

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

Chief Compliance Officers Qualifying Exam (CCO)

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

Chief Financial Officers Qualifying Exam (CFO)

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

Financial Services Industry: Business Drivers & Challenges (FSDC)

  • Online, with online interactive content $395

Understanding Investment Dealer Business Units

  • Online, interactive course $150

Applied Investment Dealer Compliance (AIDC)

  • Online, interactive course $215

Investment Dealer Compliance Course (IDCC)

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

Mutual Funds & Exempt Market Dealers Sector

Branch Compliance Officer's Course (BCO)

  • Online, interactive version with hard-copy textbook $530
  • Online, interactive version with PDF textbook $490

Partners, Directors & Senior Officers Course (PDO)

  • Online, interactive version with hard-copy textbook $1565
  • Online, interactive version with PDF textbook $1525

Chief Compliance Officers Qualifying Exam (CCO)

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

Banking Sector

Branch Compliance Officer's Course (BCO)

  • Online, interactive version with hard-copy textbook $530
  • Online, interactive version with PDF textbook $490

Bank Management Fundamentals (BMF)

  • Online, interactive version with online textbook (PDF) $565
  • Online, interactive version with hard-copy textbook $640

People & Team Management (PTM)

  • Online, interactive version with online textbook (PDF) $550
  • Online, interactive version with hard-copy textbook $625

Financial Services Industry: Business Drivers & Challenges (FSDC)

  • Online, interactive version with online textbook (PDF) $395

Continuing Education

Retail Banking

Investment Strategies for Retirees*

  • Online, interactive course $85

Financial Planning for Snowbirds (FPS)

  • Online, interactive course $140

Safeguard Elderly Clients from Financial Fraud*

  • Online, interactive course $30

Financial Planning & Insurance

Advertising, Marketing, and Social Media (AMSM)

  • Online, interactive course $70

Behavioural Economics for Financial Advisors (BEFA)

  • Online, interactive course $175

Estate Planning*

  • Online, interactive course $85

Financial Planning for Snowbirds (FPS)

  • Online, interactive course $140

Safeguard Elderly Clients from Financial Fraud*

  • Online, interactive course $30

Tax-Free Savings Account - Rules and Options

  • Online, interactive course $85

Investment Management & Trading

Equity Trading & Sales

  • Online, interactive course $215

ETFs for Mutual Fund Representatives

  • Online, interactive course $179

Fixed Income Trading & Sales

  • Online, interactive course $255

Introduction to Digital Assets (DA)

  • Online, interactive course $45

Investing in Inflationary Times (IIT)

  • Online, interactive course $65

Investing in Private Markets (IPM)

  • Online, interactive course $115

Investment Strategies for Retirees*

  • Online, interactive course $85

Investing in ETF's

  • Online, interactive course $115

Negative Interest Rates: Origins and Implications

  • Online, interactive course $80

Responsible Investing Using ESG Factors (RIUF)

  • Online, interactive course $170

Royalty and Streaming Companies (RSC)

  • Online, interactive course $30

Principal-Protected Notes*

  • Online, interactive course $170

Tax-Free Savings Account - Rules and Options

  • Online, interactive course $85

Investing in real assets

  • Online, interactive course $85

Covered Call Writing (CCW)

  • Online, interactive course $85

Business Banking

Safeguard Elderly Clients from Financial Fraud*

  • Online, interactive course $30

Leadership, Management & Compliance

Anti Money Laundering & Beneficial Ownership

  • Online, interactive course $70

CE Ethics Course, Retail Version

  • Online, interactive course $280

Client Focused Reforms (CFR) Series

  • Online, interactive course $250

Cybersecurity & Privacy

  • Online, interactive course $70

ETFs for Mutal Fund Representatives

  • Online mini-course $179

Ethics For Institutional Registrants

  • online, interactive version $85

Fixed Income Trading & Sales (FIT)

  • Online, interactive course $255

Insider Trading: Regulations & Prevention

  • Online, interactive course $85

Investing In Bitcoin: Opportunities And Risks (BTC)

  • Online, interactive course $140

Role of the Gatekeeper

  • Online, interactive course $80

Tax-Free Savings Account - Rules and Options

  • Online, interactive course $85

Understanding Investment Dealer Business Units

  • Online, interactive course $150

CE Compliance Program Cycle 9 (CECC)

  • Self Study Course $250