Previously Offered Courses

Below is an alphabetized listing of previously offered CSI courses.

Below is an alphabetized listing of previously offered CSI courses.

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)
  • 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

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

D

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

E

  • Energy Markets - Risk Management Course (ERM)
  • Enhanced Suitability for IIROC Advisors - Feb 18, 2022
  • Engineering of a Trust
  • Equity Monetization
  • 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 Products and Services (0945)
  • Financial Services: An Overview (0591)
  • Financial Statements for Small Business (0669)
  • Financial Marketing (0020)
  • Financial Modelling Course
  • Fixed-Income Investing
  • Fraud – Protect Yourself and Your Firm 2010

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

J

K

  • Knowing the Investor
  • Know Your Product

L

M

  • Marketing (0915)
  • Managing Compensation Related Conflicts of Interest - Feb 1, 2022

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