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Course Catalogue

Our courses, certificates and designations are mandated by employers and regulators and represent proven mastery of skills required to perform a job at a high level. Our credentials enable financial services professionals to take charge of their careers and expand their skills beyond basic licensing requirements to focus on the needs of their clients.

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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

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

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

Dealing with High Net Worth Clients Program

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