Course Catalogue

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

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 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

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

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

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

LLQP Insurance Course (LIC) - Common Law(Prerequisite course to qualify to write the provincial Life Licence Qualification Program (LLQP) examination for all provinces and territories excluding Quebec)

• Course includes electronic modular textbook & on-line learning activities $475

LLQP Insurance Course (LIC) - Civil Code(Prerequisite course to qualify to write the provincial Life Licence Qualification Program (LLQP) examination for the province of Quebec only)

• Course includes electronic modular textbook & on-line learning activities $475

LLQP Insurance Course (LIC) - Canada(Prerequisite course to qualify to write the provincial Life Licence Qualification Program (LLQP) examination for all provinces and territories including Quebec)

• Course includes electronic modular textbook & on-line learning activities $475

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

Advanced Mutual Funds Advice (AMFA) Program

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

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

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

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

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

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

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

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

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

Dealing with High Net Worth Clients Program

• Dealing With Special High Net Worth Client Situations $350
• Estate Planning For High Net Worth $350
• Practice Management For High Net Worth $350
• Retirement Planning For High Net Worth $350
• Investment Strategies For High Net Worth $350
• CIWM Certification Examination $995

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

Optimizing Relationships with Small Business Clients

Small Business Lending (SBL)

Delivering Small Business Solutions (DSBS)

Certificate in Small Business Banking (CSBB)

Moody's Accounting for Credit Professionals

Moody's Agribusiness Lending (AGRI)

Moody's Analyzing Commercial Real Estate (ACRE)

Moody's Commercial Lending (CLCA)

Managing Client Relationships (MCR)

Moody's Foundations of Banking and Credit (FOBC)

Moody’s Problem Loans Course (PLC)

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

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

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

Ethical Practice in the Financial Service Industry (EPFSI)

• Online, interactive course $280

Investment Strategies for Retirees*

• Online, interactive course $85

Behavioural Finance – Get Inside Your Client’s Mind (BF)

• Online, interactive course $255

Financial Planning for Snowbirds (FPS)

• Online, interactive course $140

Safeguard Elderly Clients from Financial Fraud*

• Online, interactive course $30

Advertising, Marketing, and Social Media (AMSM)

• Online, interactive course $70

Behavioural Economics for Financial Advisors (BEFA)

• Online, interactive course $175

Behavioural Finance – Get Inside Your Client’s Mind (BF)

• Online, interactive course $255

Estate Planning*

• Online, interactive course $85

Ethical Practice in the Financial Service Industry (EPFSI)

• Online, interactive course $280

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

Alternative Strategies: Hedge Funds And Liquid Alternatives (ASHL)

• Online, interactive course $200

Equity Trading & Sales

• Online, interactive course $215

ETFs for Mutual Fund Representatives

• Online, interactive course $179

Fixed Income Trading & Sales

• Online, interactive course $255

Hedge Funds and Liquid Alternatives for Mutual Fund Representatives (HFLA)

• Online, interactive course $200

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

Behavioural Finance – Get Inside Your Client’s Mind (BF)

• Online, interactive course $255

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

Introduction to Canadian Depositary Receipts

• Online, interactive course $30

Behavioural Finance – Get Inside Your Client’s Mind (BF)

• Online, interactive course $255

Cybersecurity & Privacy

• Online, interactive course $70

Dealing with High Net Worth Clients Program

• Dealing With Special High Net Worth Client Situations $350
• Estate Planning For High Net Worth $350
• Practice Management For High Net Worth $350
• Retirement Planning For High Net Worth $350
• Investment Strategies For High Net Worth $350
• CIWM Certification Examination $995

Estate Planning*

• Online, interactive course $85

Ethical Practice in the Financial Service Industry (EPFSI)

• Online, interactive course $280

Financial Planning for Snowbirds (FPS)

• Online, interactive course $140

Generating Retirement Income (GRICE)

• Online, interactive course $115

Harnessing the Power of Social Media (HPSM)

• Online, interactive course $99

Insurance for Investment and Tax Minimization Purposes (IITMP)

• Online, interactive course $85

Retirement Accumulation Structures and Strategies (RASSCE)

• Online, interactive course $200

Safeguard Elderly Clients from Financial Fraud*

• Online, interactive course $30

Tax-Free Savings Account - Rules and Options

• Online, interactive course $85

Transitioning into Retirement (TIRCE)

• Online, interactive course $115

Safeguard Elderly Clients from Financial Fraud*

• Online, interactive course $30

Anti Money Laundering & Terrorist Financing For Securities Professionals (AML)

• Online, interactive course $85

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

Managed Accounts: Compliance Issues and Considerations

• Online, interactive course $70

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