CSI will be performing maintenance on June 22nd from 7:00 PM to 12:00 AM EST. Exam scheduling will be unavailable. Existing exam bookings will not be impacted. Please do not submit support tickets for scheduling issues during this time.

This course is part of the AMFA program. You can purchase it as an individual course, or you can buy multiple courses in a bundle to work your way along the AMFA path. If you choose the bundled option, the following discount structure applies:

Number of Courses Price per Course Discount Amount to be paid
1 $200 0% $200
2  $200 5% $380
3  $200 10% $540
4  $200 15% $680
5  $200 20% $800
6  $200 25% $900
7  $200 30% $980

Course Enrolment

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Tax Planning

Study online through a computer, tablet or mobile. This course leads to 5 CIRO CE Credits.

Client Discovery

Study online through a computer, tablet or mobile. This course leads to 7 CIRO CE Credits.

Retirement planning

Study online through a computer, tablet or mobile. This course leads to 9 CIRO CE Credits.

Estate Planning

Study online through a computer, tablet or mobile. This course leads to 10 CIRO CE Credits.

Foundations of Investment Management

Study online through a computer, tablet or mobile. This course leads to 8 CIRO CE Credits.

Retirement Planning Income and Products

Study online through a computer, tablet or mobile. This course leads to 9 CIRO CE Credits.

Practice Management for Mutual Fund Representatives

Study online through a computer, tablet or mobile. This course leads to 5 CIRO CE Credits.

Note: The discounted price will be visible during check-out.

Get additional information on all the courses within the AMFA program.

Use AMFA Learning Path Tool to help you determine the course or courses you must complete to obtain your AMFA certification.