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”.

A

  • Advanced Retirement & Estate Planning Strategies (ARES)
  • Advanced Retirement Management Strategies (ARMS)
  • Advanced Estate Planning* & Trust Strategies (AETS)
  • AFP Exam Prep Tool
  • Alternative Assets and Private Equity - June 22 2022
  • Anti Money Laundering & Terrorist Financing for Banking Professionals (0916) - Feb 1, 2022
  • Anti Money Laundering & Terrorist Financing for Insurance Professionals (0917)
  • Anti Money Laundering & Terrorist Financing for Securities Professionals - Feb 1, 2022

B

  • Bank Financial Risk Management (0015)
  • Basics of Pension Plans (0477)
  • Behavioural Finance- Get Inside Your Clients Mind - Apr 1, 2024
  • Benefit Plans (0452)
  • Building High Net Worth
  • Business Finance (0950)
  • Business Succession for Small Business Clients
  • Business Succession Planning (0442)
  • Business Taxation Issues and Planning (0443) - Feb 1, 2022
  • Broker Liability
  • Building a Mutual Funds Advisory Practice (BMAP) - Oct 12, 2022

C

  • Canadian Funds Course (CFC)
  • Canadian Insurance Course (CIC)
  • Canadian Insurance Course-Fast Track (CICT)
  • CE Ethics Course, Institutional Version
  • CE Compliance Program Cycle 5
  • CE Compliance Program Cycle 6
  • Charts and Formations
  • Commodities as Investments (CAI)
  • Compliance with Know Your Product Requirements - Feb 1, 2022
  • Communicating to Succeed: Business Communications - Feb 1, 2022
  • Communicating to Succeed: Business Writing - Feb 1, 2022
  • Communicating to Succeed: Interpersonal Communications Course - Feb 1, 2022
  • Conflicts of Interest
  • Consequences of Non-Compliance in the Securities Industry 2013
  • Consumer Behaviour and Financial Needs (0930)
  • Consumer Credit (0551)
  • Consumer Credit and Mortgage Advice (CCMA)
  • Commercial Mortgage Lending (0558)
  • Communicating to Succeed (0920)
  • Corporate Governance
  • CPH for Industry Professionals
  • CSI Reference Materials
  • CSC® Audiobook
  • CSC® Refresh
  • CSC® Webcast
  • CSI Capstone course for CFP Certification
  • Certificate in Advanced Mutual Funds Advice (CMFA) - Oct 12, 2022

D

  • Debit Card Compliance (0919)
  • Developing a Social Media Plan for Financial Professionals

E

  • Energy Markets - Risk Management Course (ERM)
  • Enhanced Suitability for IIRCO Advisors - Feb 18, 2022
  • Engineering of a Trust
  • Equity Monetization
  • Equity Trading and Sales - Feb 1, 2024
  • Enhancing Client Relationships CRM Phase 2 - Feb 1, 2022
  • ETFs for Mutual Fund Representatives
  • ETFs: Opportunities and Risks

F

  • Financial Management in Retirement
  • Financial Markets Risk Management Course (FRM)
  • Financial Modeling Course (FMC)
  • Financial Planning Course for Insurance Professionals (FPP)
  • Financial Planning Knowledge Review (FPKR) - May 2021
  • Financial Products and Services (0945)
  • Financial Services: An Overview (0591)
  • Financial Statements for Small Business (0669)
  • Financial Marketing (0020)
  • Financial Modelling Course
  • Fixed-Income Investing
  • Fixed Income Trading Sales - Feb 1, 2024
  • Fraud – Protect Yourself and Your Firm 2010
  • Fundamentals of Financial Planning (FOFP) - Oct 12, 2022

G

  • Global Financial Systems and Markets (0018)
  • Guidelines for IIROC Advisors Using Social Media
  • Guidelines for Financial Professionals Using Social Media

H

  • Hedge Fund Essentials for Today's Financial Professional
  • Human Resources Management (0016)

I

  • Income Trusts
  • Integrative Project – FICB (0030)
  • Introduction to Bank Financial Risk Management (0935)
  • Introduction to Law: Wills (0456)
  • Introduction to Social Media for Financial Professionals
  • Investment Funds: An International Perspective (0270)
  • Investor Confidence 2010
  • Individual Pension Plans - May 1st 2023

J

K

  • Knowing the Investor
  • Know Your Product

L

M

  • Marketing (0915)
  • Managing Compensation Related Conflicts of Interest - Feb 1, 2022
  • Making Your Message Stick With Today’s Client (MMS)

N

O

  • Options Strategies Course (OSTC)
  • Organizational Behaviour (0910)
  • Overview and Trends: Trade Desk Risk Management and Compliance - Feb 1, 2022

P

  • Planning Strategies for Seniors: The Home Income Plan (0576)*
  • Pre-Retirement Planning
  • Privacy: Personal Information Protection Federal (0902)
  • Privacy: Personal Information Protection Alberta (0912)
  • Privacy: Personal Information Protection BC (0922)
  • Private Placements and Prospectus-Exempt Securities - Feb 1, 2022
  • Professional Financial Planning Course (PFPC®)
  • Portfolio Theory, Asset Allocation and Performance Measurement - Feb 1, 2022

Q

  • Quantitative Analysis

R

  • Residential Mortgage and Lending (0552)
  • Responsible Investment: Trends & Opportunities
  • Retirement Planning (0465)
  • Risk Management in the Securities Industry 2010

S

  • Small Business Operations and Financial Analysis (SBOF)
  • Socially Responsible Investing
  • Safeguarding Market Integrity: Challenges and Solutions - Feb 1, 2022
  • Strategic Thinking (0029)
  • Strategic Wealth 360 (SW360)

T

  • Trading Compliance for Investment Representatives - Feb 1, 2022
  • Trading Compliance for Institutional Registrants - Feb 1, 2022
  • Trusts as Financial and Estate Planning Tools (0459)
  • Trust Structures

U

  • Understanding Margin: Benefits and Risks
  • Understanding Private Equity
  • Understanding the Needs of New Immigrant Clients
  • Using IT to Gain Competitive Advantage (0019) - Feb 1, 2022

V

W

  • Working with Aging Clients
  • Working with Aging Clients - Best Practices and Compliance Guidance
  • Working with vulnerable clients - Feb 1, 2022

X

Y

Z