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— — — PMFG Enrol	Excluded
— — Current and Former FOFP and BMAP Students	Excluded	No
— — Cybersecurity and Privacy – Compliance Refresher (CPC)	Included	Yes	Continuing Education	Leadership, Management & Compliance
— — — CPC Curriculum	Included
— — — CPC Enrol	Included
— — — CPC Quiz & Credits	Included
— — Cybersecurity and Privacy (CYPR)	Included	No	Continuing Education Continuing Education	Wealth Management & Private Banking Leadership, Management & Compliance
— — — CYPR Curriculum	Included
— — — CYPR Enrol	Included
— — — CYPR Quiz & Credits	Included
— — Dealing With High Net Worth Clients Program (DHNW)	Included	Yes	Wealth Management & Private Banking Continuing Education	Wealth Management Wealth Management & Private Banking
— — — Careers	Included
— — — Dealing With Special High Net Worth Client Situations (DSHW)	Included
— — — — Careers	Included
— — — — DSHW Curriculum	Included
— — — — DSHW Enrol	Included
— — — — DSHW Quiz & Credits	Included
— — — DHNW Curriculum	Included
— — — DHNW Enrol	Included
— — — DHNW Quiz & Credits	Included
— — — Estate Planning For High Net Worth Clients (EPHW)	Included
— — — — Careers	Included
— — — — EPHW Curriculum	Included
— — — — EPHW Enrol	Included
— — — — EPHW Quiz & Credits	Included
— — — Investment Strategies For High Net Worth Clients (ISHW)	Included
— — — — Careers	Included
— — — — ISHW Curriculum	Included
— — — — ISHW Enrol	Included
— — — — ISHW Quiz & Credits	Included
— — — Practice Management In High Net Worth Segment (PMHW)	Included
— — — — Careers	Included
— — — — PMHW Curriculum	Included
— — — — PMHW Enrol	Included
— — — — PMHW Quiz & Credits	Included
— — — Retirement Planning For High Net Worth Clients (RPHW)	Included
— — — — Careers	Included
— — — — RPHW Curriculum	Included
— — — — RPHW Enrol	Included
— — — — RPHW Quiz & Credits	Included
— — Derivatives Fundamentals and Options Licensing Course (DFOL)	Included	Yes	Investment Management & Trading	Derivatives
— — — DFOL Careers	Included
— — — DFOL Curriculum	Included
— — — DFOL Enrol	Included
— — — DFOL Exam & Credits	Included
— — — DFOL Study Tools	Included
— — Derivatives Fundamentals Course (DFC®)	Included	Yes	Investment Management & Trading	Derivatives
— — — DFC Careers	Included
— — — DFC Enrol	Included
— — — DFC Exam & Credits	Included
— — — DFC Study Tools	Included
— — — DFC® Curriculum	Included
— — Designated financial services advisor (DFSA) certification exam	Excluded	Yes
— — — DFSA Certification Exam (DFSA-CE) Apply	Excluded
— — — DFSA Certification Exam (DFSA-CE) Exam & Credits	Excluded
— — Economics (ECO)	Included	Yes	Financial Planning & Insurance	Financial Planning - Quebec IQPF
— — — ECO Curriculum	Included
— — — ECO Enrol	Included
— — — ECO Exam & Credits	Included
— — Enhanced KYC and Suitability – CFR 2026 Series	Excluded	Yes
— — — KYC24 Enrol	Excluded
— — — KYC26 Curriculum	Excluded
— — — KYC26 Quiz & Credits	Excluded
— — Enhanced Suitability For CIRO Advisors (ESIA)	Excluded	No
— — — ESIA Curriculum	Included
— — — ESIA Enrol	Included
— — — ESIA Quiz & Credits	Included
— — Enhancing Client Relationships – CRM Phase 2 (ECR)	Included	No
— — — ECR Curriculum	Included
— — — ECR Enrol	Included
— — — ECR Quiz & Credits	Included
— — Equity Trading And Sales (ETS)	Included	No	Investment Management & Trading Continuing Education	Trading Investment Management & Trading
— — — ETS Curriculum	Included
— — — ETS Enrol	Included
— — — ETS Quiz & Credits	Included
— — Estate Administration (ESAD)	Included	Yes	Continuing Education Continuing Education	Financial Planning & Insurance Wealth Management & Private Banking
— — — ESAD Curriculum	Included
— — — ESAD Enrol	Included
— — — ESAD Quiz & Credits	Excluded
— — Estate and Trust Administration (ETA)	Included	Yes	Wealth Management & Private Banking	Estate & Trust Management
— — — ETA Curriculum	Included
— — — ETA Enrol	Included
— — — ETA Exam & Credits	Included
— — Estate and Trust Asset Management (ETM)	Included	Yes	Wealth Management & Private Banking	Estate & Trust Management
— — — ETM Curriculum	Included
— — — ETM Enrol	Included
— — — ETM Exam & Credits	Included
— — Estate Planning (EP)	Excluded	No	Continuing Education Continuing Education	Financial Planning & Insurance Wealth Management & Private Banking
— — — EP Curriculum	Excluded
— — — EP Enrol	Excluded
— — — EP Quiz & Credits	Included
— — ETFs For Mutual Fund Representatives (ETFM)	Included	Yes	Continuing Education Continuing Education	Investment Management & Trading Leadership, Management & Compliance
— — — ETFM Curriculum	Included
— — — ETFM Enrol	Included
— — — ETFM Quiz & Credits	Included
— — Ethical Practice in the Financial Service Industry (EPFSI)	Included	Yes	Continuing Education Continuing Education Continuing Education	Retail Banking Financial Planning & Insurance Wealth Management & Private Banking
— — — EPFSI Curriculum	Included
— — — EPFSI Enrol	Included
— — — EPFSI Quiz & Credits	Included
— — Ethics and the Client Experience - Estates and Trusts (ECE)	Included	Yes	Wealth Management & Private Banking	Estate & Trust Management
— — — ECE Curriculum	Included
— — — ECE Enrol	Included
— — — ECE Exam & Credits	Included
— — Ethics For Institutional Registrants (EIR)	Included	Yes	Continuing Education	Leadership, Management & Compliance
— — — EIR Curriculum	Included
— — — EIR Enrol	Included
— — — EIR Quiz & Credits	Included
— — Exempt Market Proficiency (EXMP)	Included	Yes	Leadership, Management & Compliance	Mutual Funds & Exempt Market Dealers Secto
— — — EXMP Curriculum	Included
— — — EXMP Enrol	Included
— — — EXMP Exam & Credits	Included
— — Financial Planning & Insurance	Included	No
— — — Financial Planning & Insurance Careers & Credentials	Included
— — — Financial Planning & Insurance Courses	Included
— — Financial Planning for Businesses - Quebec (FPB)	Included	Yes	Financial Planning & Insurance	Financial Planning - Quebec IQPF
— — — FPB Curriculum	Included
— — — FPB Enrol	Included
— — — FPB Exam & Credits	Included
— — Financial Planning For Snowbirds (FPS)	Included	Yes	Continuing Education Continuing Education Continuing Education	Retail Banking Financial Planning & Insurance Wealth Management & Private Banking
— — — FPS Curriculum	Included
— — — FPS Enrol	Included
— — — FPS Quiz & Credits	Included
— — Financial Planning I (FP I)	Included	Yes	Retail Banking Financial Planning & Insurance	Financial Advice Banking Secto
— — — FP1 Careers	Included
— — — FP1 Curriculum	Included
— — — FP1 Enrol	Included
— — — FP1 Exam & Credits	Included
— — — FP1 Study Tools	Included
— — Financial Planning II (FP II)	Included	Yes	Retail Banking Financial Planning & Insurance	Financial Advice Banking Secto
— — — FP2 Careers	Included
— — — FP2 Curriculum	Included
— — — FP2 Enrol	Included
— — — FP2 Exam & Credits	Included
— — — FP2 Study Tools	Included
— — Financial Planning Integration Course (FPIC)	Included	Yes	Financial Planning & Insurance	Securities Secto
— — — FPIC Curriculum	Included
— — — FPIC Enrol	Included
— — — FPIC Exam & Credits	Included
— — Financial Planning Supplement (FPSU)	Included	Yes	Financial Planning & Insurance	Securities Secto
— — — FPSU Careers	Included
— — — FPSU Curriculum	Included
— — — FPSU Enrol	Included
— — — FPSU Exam & Credits	Included
— — — FPSU Study Tools	Included
— — Financial Services Industry: Business Drivers and Challenges (FSDC)	Included	Yes	Leadership, Management & Compliance Leadership, Management & Compliance	Securities Sector Banking Secto
— — — FSDC Curriculum	Included
— — — FSDC Enrol	Included
— — — FSDC Exam & Credits	Included
— — Finfluencers and the Modern Investor: Navigating Influence in the Age of Social Media (FMI)	Included	Yes	Continuing Education Continuing Education Continuing Education	Retail Banking Financial Planning & Insurance Wealth Management & Private Banking
— — — FMI Curriculum	Included
— — — FMI Enrol	Included
— — — FMI Quiz & Credits	Included
— — Fixed Income Trading And Sales (FIT)	Included	No	Investment Management & Trading Continuing Education Continuing Education	Trading Investment Management & Trading Leadership, Management & Compliance
— — — FIT Curriculum	Included
— — — FIT Enrol	Included
— — — FIT Quiz & Credits	Included
— — Fundamentals of Financial Planning (FOFP)	Included	No
— — — FOFP Careers	Included
— — — FOFP Curriculum	Included
— — — FOFP Enrol	Included
— — — FOFP Exam & Credits	Included
— — Fundamentals of Personal Finance - Quebec (FPF)	Included	Yes	Financial Planning & Insurance	Financial Planning - Quebec IQPF
— — — FPF Curriculum	Included
— — — FPF Enrol	Included
— — — FPF Exam & Credits	Included
— — Futures Licensing Course (FLC)	Included	Yes	Investment Management & Trading Investment Management & Trading	Derivatives Investors
— — — FLC Careers	Included
— — — FLC Curriculum	Included
— — — FLC Enrol	Included
— — — FLC Exam & Credits	Included
— — Generating Retirement Income (GRI)	Included	Yes	Continuing Education	Wealth Management & Private Banking
— — — GRI Curriculum	Included
— — — GRI Enrol	Included
— — — GRI Quiz & Credits	Included
— — Harnessing the Power of Social Media (HPSM)	Included	Yes	Continuing Education Continuing Education	Wealth Management & Private Banking Financial Planning & Insurance
— — — HPSM - Curriculum	Included
— — — HPSM Enrol	Included
— — — HPSM Quiz & Credits	Included
— — How Mutual Funds And Hedge Funds Use Derivatives (DMF)	Included	Yes
— — — DMF Curriculum	Included
— — — DMF Enrol	Included
— — — DMF Quiz & Credits	Included
— — Individual Pension Plans (IPP)	Included	No	Continuing Education Continuing Education	Financial Planning & Insurance Wealth Management & Private Banking
— — — IPP Curriculum	Included
— — — IPP Enrol	Included
— — — IPP Quiz & Credits	Included
— — Insider Trading: Regulations And Prevention (ITRP)	Included	No	Continuing Education	Leadership, Management & Compliance
— — — ITRP Curriculum	Included
— — — ITRP Enrol	Included
— — — ITRP Quiz & Credits	Included
— — Insurance & Retirement - Quebec (INR)	Included	Yes	Financial Planning & Insurance	Financial Planning - Quebec IQPF
— — — INR Curriculum	Included
— — — INR Enrol	Included
— — — INR Exam & Credits	Included
— — Insurance Ethics And Professional Practice Module (IEPP)	Included	Yes	Financial Planning & Insurance	Mutual Fund & Insurance Secto
— — — IEPP Curriculum	Included
— — — IEPP Enrol	Included
— — — IEPP Exam & Credits	Included
— — Insurance For Investment And Tax Minimization Purposes (IITMP)	Excluded	No	Continuing Education	Wealth Management & Private Banking
— — — IITMP Curriculum	Included
— — — IITMP Enrol	Included
— — — IITMP Quiz & Credits	Included
— — Introduction to Canadian Depositary Receipts	Included	Yes	Continuing Education Continuing Education	Investment Management & Trading Investment Management & Trading
— — — ICDR Curriculum	Included
— — — ICDR Enrol	Included
— — — ICDR Quiz & Credits	Included
— — Introduction to Digital Assets	Included	Yes	Continuing Education	Investment Management & Trading
— — — DA Curriculum	Included
— — — DA Enrol	Included
— — — DA Quiz & Credits	Included
— — Investing In Bitcoin: Opportunities And Risks (BTC)	Included	Yes	Continuing Education	Leadership, Management & Compliance
— — — BTC Curriculum	Included
— — — BTC Enrol	Included
— — — BTC Quiz & Credits	Included
— — Investing In ETFs (ETFCE)	Included	Yes	Continuing Education	Investment Management & Trading
— — — ETFCE Curriculum	Included
— — — ETFCE Enrol	Included
— — — ETFCE Quiz & Credits	Included
— — Investing In Inflationary Times (IIT)	Included	Yes	Continuing Education	Investment Management & Trading
— — — IIT Curriculum	Included
— — — IIT Enrol	Included
— — — IIT Quiz & Credits	Included
— — Investing in Private Markets (IPM)	Included	Yes	Continuing Education	Investment Management & Trading
— — — IPM Curriculum	Included
— — — IPM Enrol	Included
— — — IPM Quiz & Credits	Included
— — Investing in Real Assets	Included	Yes	Continuing Education	Investment Management & Trading
— — — IRA Curriculum	Included
— — — IRA Enrol	Included
— — — IRA Quiz & Credits	Included
— — Investment & Tax Planning - Quebec (ITP)	Included	Yes	Financial Planning & Insurance	Financial Planning - Quebec IQPF
— — — ITP Curriculum	Included
— — — ITP Enrol	Included
— — — ITP Exam & Credits	Included
— — Investment & Taxation Fundamentals - Quebec (ITF)	Included	Yes	Financial Planning & Insurance	Financial Planning - Quebec IQPF
— — — ITF Curriculum	Included
— — — ITF Enrol	Included
— — — ITF Exam & Credits	Included
— — Investment Advisors Training Program (90-day) (IATP)	Included	No
— — — IATP Curriculum	Included
— — — IATP Enrol	Included
— — — IATP Exam & Credits	Included
— — Investment Dealer Compliance Course (IDCC)	Included	No	Leadership, Management & Compliance	Securities Secto
— — — IDCC Curriculum	Included
— — — IDCC Enrol	Included
— — — IDCC Exam & Credits	Included
— — Investment Dealer Supervisors Course (IDSC)	Included	Yes	Leadership, Management & Compliance	Securities Secto
— — — IDSC Careers	Included
— — — IDSC Curriculum	Included
— — — IDSC Enrol	Included
— — — IDSC Exam & Credits	Included
— — Investment Funds in Canada (IFC)	Included	Yes	Retail Banking Financial Planning & Insurance Financial Planning & Insurance Financial Planning & Insurance Investment Management & Trading	Financial Advice Banking Sector Mutual Fund & Insurance Sector Financial Planning - Quebec IQPF Mutual Funds
— — — IFC Careers	Included
— — — IFC Curriculum	Included
— — — IFC Enrol	Included
— — — IFC Exam & Credits	Included
— — — IFC Study Tools	Included
— — Investment Management & Trading	Included	No
— — — Investment Management & Trading Careers & Credentials	Included
— — — Investment Management & Trading Courses	Included
— — Investment Management Techniques (IMT®)	Included	Yes	Investment Management & Trading	Securities
— — — IMT® Careers	Included
— — — IMT® Curriculum	Included
— — — IMT® Enrol	Included
— — — IMT® Exam & Credits	Included
— — — IMT® Study Tools	Included
— — Investment Representative Training Program (30-day) (IRT)	Included	No	Investment Management & Trading	Securities
— — — IRT Curriculum	Included
— — — IRT Enrol	Included
— — — IRT Exam & Credits	Included
— — Investment Strategies For Retirees (ISR)	Included	No	Continuing Education Continuing Education	Retail Banking Investment Management & Trading
— — — ISR Curriculum	Included
— — — ISR Enrol	Included
— — — ISR Quiz & Credits	Included
— — Keeping up with Regulatory Change	Excluded	Yes
— — — KRC Curriculum	Excluded
— — — KRC Enrol	Excluded
— — — KRC Quiz & Credits	Included
— — Key Compliance Considerations for Institutional Registrants (KCIN)	Excluded	No	Continuing Education	Leadership, Management & Compliance
— — — KCIN Curriculum	Excluded
— — — KCIN Enrol	Excluded
— — — KCIN Quiz & Credits	Excluded
— — Key Compliance Considerations for Investment Representatives (KCIR)	Excluded	No	Continuing Education	Leadership, Management & Compliance
— — — KCIR Curriculum	Excluded
— — — KCIR Enrol	Excluded
— — — KCIR Quiz & Credits	Excluded
— — Know Your Product - CFR 2026 KYP26	Included	Yes	Continuing Education	Leadership, Management & Compliance
— — — KYP26 Curriculum	Included
— — — KYP26 Enrol	Included
— — — KYP26 Quiz & Credits	Included
— — Know Your Product – CFR 2024 Series	Excluded	Yes
— — — KYP24 Curriculum	Excluded
— — — KYP24 Enrol	Excluded
— — — KYP24 Quiz & Credits	Excluded
— — Law, Estate and Tax Supplement (LETS)	Included	Yes	Financial Planning & Insurance	Banking Secto
— — — LETS Curriculum	Included
— — — LETS Enrol	Included
— — — LETS Exam & Credits	Included
— — Laws of Estates and Trusts (LET)	Included	Yes	Wealth Management & Private Banking	Estate & Trust Management
— — — LET Curriculum	Included
— — — LET Enrol	Included
— — — LET Exam & Credits	Included
— — Leadership, Management & Compliance	Included	No
— — — Leadership, Management & Compliance Careers & Credentials	Included
— — — Leadership, Management & Compliance Courses	Included
— — Legal and Ethical aspects of Financial Planning - Quebec (LEFP)	Included	Yes	Financial Planning & Insurance	Financial Planning - Quebec IQPF
— — — LEFP Curriculum	Included
— — — LEFP Enrol	Included
— — — LEFP Exam & Credits	Included
— — Lending, Retirement and Insurance Supplement (LRIS)	Included	Yes	Financial Planning & Insurance	Banking Secto
— — — LRIS Curriculum	Included
— — — LRIS Enrol	Included
— — — LRIS Exam & Credits	Included
— — Licensing	Included	No
— — — AMF	Included
— — — CCIR	Included
— — — CIRO	Included
— — — CSA	Included
— — Life License Qualification Program Insurance Course (LLQP)	Included	Yes	Financial Planning & Insurance	Mutual Fund & Insurance Secto
— — — LLQP Careers	Included
— — — LLQP Curriculum	Included
— — — LLQP Enrol	Included
— — — LLQP Exam & Credits	Included
— — Making Your Message Stick With Today's Client (MMS)	Included	No
— — — MMS Curriculum	Included
— — — MMS Enrol	Included
— — — MMS Quiz & Credits	Included
— — Managed Accounts: Compliance Issues And Considerations (MAS)	Included	No	Continuing Education	Leadership, Management & Compliance
— — — MAS Curriculum	Included
— — — MAS Enrol	Included
— — — MAS Quiz & Credits	Included
— — Managing Compensation Related Conflicts Of Interest (CRC)	Included	No
— — — CRC Curriculum	Included
— — — CRC Enrol	Included
— — — CRC Quiz & Credits	Included
— — Negative Interest Rates: Origins And Implications (NIR)	Included	Yes	Continuing Education	Investment Management & Trading
— — — NIR Curriculum	Included
— — — NIR Enrol	Included
— — — NIR Quiz & Credits	Included
— — New Entrants Course (NEC)	Included	No	Investment Management & Trading	Securities
— — — NEC Careers	Included
— — — NEC Curriculum	Included
— — — NEC Enrol	Included
— — — NEC Exam & Credits	Included
— — Options Licensing Course (OLC)	Included	Yes	Investment Management & Trading	Derivatives
— — — OLC Careers	Included
— — — OLC Curriculum	Included
— — — OLC Enrol	Included
— — — OLC Exam & Credits	Included
— — Options Supervisors Course (OPSC)	Included	Yes	Investment Management & Trading Leadership, Management & Compliance	Derivatives Securities Secto
— — — OPSC Careers	Included
— — — OPSC Curriculum	Included
— — — OPSC Enrol	Included
— — — OPSC Exam & Credits	Included
— — Overview And Trends: Trade Desk Risk Management And Compliance (TDRC)	Included	No
— — — TDRC Curriculum	Included
— — — TDRC Enrol	Included
— — — TDRC Quiz & Credits	Included
— — Partners, Directors and Senior Officers Course (PDO)	Included	Yes	Leadership, Management & Compliance Leadership, Management & Compliance	Securities Sector Mutual Funds & Exempt Market Dealers Secto
— — — PDO Careers	Included
— — — PDO Curriculum	Included
— — — PDO Enrol	Included
— — — PDO Exam & Credits	Included
— — — PDO Study Tools	Included
— — People and Team Management (PTM)	Included	Yes	Retail Banking Leadership, Management & Compliance	Bank Management Banking Secto
— — — PTM Curriculum	Included
— — — PTM Enrol	Included
— — — PTM Exam & Credits	Included
— — Personal Financial Services Advice (PFSA)	Included	Yes	Retail Banking Retail Banking Financial Planning & Insurance	Financial Advice Lending Banking Secto
— — — PFSA Careers	Included
— — — PFSA Curriculum	Included
— — — PFSA Enrol	Included
— — — PFSA Exam & Credits	Included
— — Personal Lending and Mortgages (PLM)	Included	Yes	Retail Banking	Lending
— — — PLM Careers	Included
— — — PLM Curriculum	Included
— — — PLM Enrol	Included
— — — PLM Exam & Credits	Included
— — Portfolio Management Techniques (PMT®)	Included	Yes	Investment Management & Trading	Securities
— — — PMT® Careers	Included
— — — PMT® Curriculum	Included
— — — PMT® Enrol	Included
— — — PMT® Exam & Credits	Included
— — — PMT® Study Tools	Included
— — Portfolio Theory, Asset Allocation And Performance Measurement (PTAAPM)	Included	No
— — — PTAAPM Curriculum	Included
— — — PTAAPM Enrol	Included
— — — PTAAPM Quiz & Credits	Included
— — Previously Offered Courses	Included	No
— — Principal–Protected Notes (PPN)	Included	Yes	Continuing Education	Investment Management & Trading
— — — PPN Curriculum	Included
— — — PPN Enrol	Included
— — — PPN Quiz & Credits	Included
— — Protecting Aging and Vulnerable Clients – CFR 2024 Series	Included	Yes
— — — Enrol (PVC24)	Included
— — — PVC24 Curriculum	Excluded
— — — Quiz & Credits (PVC24)	Included
— — Protecting Clients from the Inevitable with a Will (PCIW)	Included	Yes	Continuing Education Continuing Education	Financial Planning & Insurance Wealth Management & Private Banking
— — — PCIW Curriculum	Included
— — — PCIW Enrol	Included
— — — PCIW Quiz & Credits	Excluded
— — Regulatory and Compliance Considerations for Institutional Registrants (RCIN)	Included	Yes	Continuing Education	Leadership, Management & Compliance
— — — RCIN Curriculum	Included
— — — RCIN Enrol	Included
— — — RCIN Quiz & Credits	Included
— — Responsible Investing Using ESG Factors (RIUF)	Included	Yes	Continuing Education	Investment Management & Trading
— — — RIUF Curriculum	Included
— — — RIUF Enrol	Included
— — — RIUF Quiz & Credits	Included
— — Retail Banking	Included	No
— — — Retail Banking Careers & Credentials	Included
— — — Retail Banking Courses	Included
— — Retirement Accumulation Structures And Strategies (RASS)	Included	Yes	Continuing Education	Wealth Management & Private Banking
— — — RASS Curriculum	Included
— — — RASS Enrol	Included
— — — RASS Quiz & Credits	Included
— — Risk Management & Estate Planning - Quebec (RMEP)	Included	Yes	Financial Planning & Insurance	Financial Planning - Quebec IQPF
— — — RMEP Curriculum	Included
— — — RMEP Enrol	Included
— — — RMEP Exam & Credits	Included
— — Role Of The Gatekeeper (RG)	Excluded	No	Continuing Education	Leadership, Management & Compliance
— — — RG Curriculum	Excluded
— — — RG Enrol	Excluded
— — — RG Quiz & Credits	Excluded
— — Royalty and Streaming Companies (RSC)	Included	Yes	Continuing Education	Investment Management & Trading
— — — RSC Curriculum	Included
— — — RSC Enrol	Included
— — — RSC Quiz & Credits	Included
— — Safeguard Elderly Clients From Financial Fraud (SECF)	Included	Yes	Continuing Education Continuing Education Continuing Education Continuing Education	Retail Banking Financial Planning & Insurance Wealth Management & Private Banking Business Banking
— — — SECF Curriculum	Included
— — — SECF Enrol	Included
— — — SECF Quiz & Credits	Included
— — Safeguarding Market Integrity: Challenges And Solutions (SMIC)	Included	No
— — — SMIC Curriculum	Included
— — — SMIC Enrol	Included
— — — SMIC Quiz & Credits	Included
— — Sales and Trading Compliance for Investment Representatives (STIR)	Included	No
— — — STIR Curriculum	Included
— — — STIR Enrol	Included
— — — STIR Quiz & Credits	Included
— — Social Media Compliance Guidelines (SMC)	Included	No	Continuing Education Continuing Education Continuing Education Continuing Education	Financial Planning & Insurance Wealth Management & Private Banking Business Banking Leadership, Management & Compliance
— — — SMC Curriculum	Included
— — — SMC Enrol	Included
— — — SMC Quiz & Credits	Included
— — Split Shares (SPSH)	Excluded	Yes	Continuing Education Continuing Education	Investment Management & Trading Wealth Management & Private Banking
— — — SPSH Curriculum	Excluded
— — — SPSH Enrol	Excluded
— — — SPSH Quiz & Credits	Excluded
— — Tax-Free Savings Account - Rules and Options (TFSA)	Included	Yes	Continuing Education Continuing Education Continuing Education Continuing Education	Financial Planning & Insurance Investment Management & Trading Wealth Management & Private Banking Leadership, Management & Compliance
— — — TFSA Curriculum	Included
— — — TFSA Enrol	Included
— — — TFSA Quiz & Credits	Included
— — Taxation Considerations for Estates and Trusts (TET)	Included	Yes	Wealth Management & Private Banking	Estate & Trust Management
— — — TET Curriculum	Included
— — — TET Enrol	Included
— — — TET Exam & Credits	Included
— — Technical Analysis Course (TAC)	Included	Yes	Investment Management & Trading	Trading
— — — TAC Curriculum	Included
— — — TAC Enrol	Included
— — — TAC Exam & Credits	Included
— — The 90-Day MF Skills Builder (MFSB)	Included	Yes	Investment Management & Trading	Mutual Funds
— — — MFSB Curriculum	Included
— — — MFSB Enrol	Included
— — — MFSB Exam & Credits	Included
— — Trader Training Course (TTC)	Included	Yes	Investment Management & Trading	Trading
— — — TTC Careers	Included
— — — TTC Curriculum	Included
— — — TTC Enrol	Included
— — — TTC Exam & Credits	Included
— — Trading Compliance For Institutional Registrants (TCINST)	Included	No
— — — TCINST Curriculum	Included
— — — TCINST Enrol	Included
— — — TCINST Quiz & Credits	Included
— — Trading Compliance For Investment Representatives (TCIR)	Included	No
— — — TCIR Curriculum	Included
— — — TCIR Enrol	Included
— — — TCIR Quiz & Credits	Included
— — Transitioning Into Retirement (TIR)	Included	Yes	Continuing Education	Wealth Management & Private Banking
— — — TIR Curriculum	Included
— — — TIR Enrol	Included
— — — TIR Quiz & Credits	Included
— — Understanding High-Frequency Trading (UHFT)	Included	Yes	Continuing Education	Investment Management & Trading
— — — UHFT Curriculum	Included
— — — UHFT Enrol	Included
— — — UHFT Quiz & Credits	Included
— — Understanding Investment Dealer Business Units (UIDB)	Included	Yes	Leadership, Management & Compliance Continuing Education	Securities Sector Leadership, Management & Compliance
— — — UIDB Curriculum	Included
— — — UIDB Enrol	Included
— — — UIDB Quiz & Credits	Included
— — Understanding The Needs Of New Immigrant Clients (UNIC)	Included	No
— — — UNIC Curriculum	Included
— — — UNIC Enrol	Included
— — — UNIC Quiz & Credits	Included
— — Wealth Management & Private Banking	Included	No
— — — Wealth Management & Private Banking Careers & Credentials	Included
— — — Wealth Management & Private Banking Courses	Included
— — Wealth Management Essentials (WME®)	Included	Yes	Financial Planning & Insurance Investment Management & Trading Wealth Management & Private Banking	Securities Sector Securities Wealth Management
— — — WME® Careers	Included
— — — WME® Curriculum	Included
— — — WME® Enrol	Included
— — — WME® Exam & Credits	Included
— — — WME® Study Tools	Included
— — WME Course For Financial Planners (WME-FP)	Included	No	Financial Planning & Insurance Investment Management & Trading Wealth Management & Private Banking	Securities Sector Securities Wealth Management
— — — WME-FP Careers	Included
— — — WME-FP Curriculum	Included
— — — WME-FP Enrol	Included
— — — WME-FP Exam & Credits	Included
— — WME Course For Investment Managers (WME-IM)	Included	No	Financial Planning & Insurance Investment Management & Trading Wealth Management & Private Banking	Securities Sector Securities Wealth Management
— — — WME-IM Careers	Included
— — — WME-IM Curriculum	Included
— — — WME-IM Enrol	Included
— — — WME-IM Exam & Credits	Included
— — WME Course For Wealth Managers (WME-WM)	Included	No	Financial Planning & Insurance Investment Management & Trading Wealth Management & Private Banking	Securities Sector Securities Wealth Management
— — — WME-WM Careers	Included
— — — WME-WM Curriculum	Included
— — — WME-WM Enrol	Included
— — — WME-WM Exam & Credits	Included
— — Working With Vulnerable Clients (WVC)	Included	No
— — — WVC Curriculum	Included
— — — WVC Enrol	Included
— — — WVC Quiz & Credits	Included
— Courses	Excluded
— Courses by Topic Area	Included
— Designation Pathways	Included
— — Certified Financial Planner (CFP®)	Included
— — Certified International Wealth Manager (CIWM)	Included
— — Chartered Investment Manager (CIM®)	Included
— — CSI Path to Financial Planning Program – Quebec (IPF)	Included
— — Designated Financial Services Advisor (DFSA<sup>TM</sup>)	Included
— — Fellow of CSI (FCSI®)	Included
— — MTI® Estate & Trust Professional (MTI®)	Included
— — Personal Financial Planner (PFP®)	Included
— — Qualified Associate Financial Planner (QAFP®)	Included
Monitor	Excluded
My account	Excluded
Platforms	Included
— CSI Live	Included
— CSI Podium	Included
Responsive Training Designed for Today's Workforce	Included
Search Exclude	Included
Search Results	Included
Sitemap	Included
Support	Included
— Fees	Included
— Forms	Included
— Orientation	Included
— — Online Course Access	Included
— Policies	Included
— — Student Code of Conduct	Included
— — Student Disciplinary Process	Included
Supporting Your Education During IFSE Institute's Transition	Included
testing	Excluded

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Certificate in Quantitative Finance (CQF)

CFSA: Preferred Credential for Personal Bankers

PFP® Approved Under FSRA Title Regulation

Explore Multiple Career Paths

Meet CE Requirements Quickly and Easily

Drive Effective Client Conversations

Explore Multiple Career Paths

Canadian Securities Course CSC®

Preparing to Take Your CSI Exam?

Credentials That Matter

FCSI® – The Highest Honour in Financial Services

PFP® – The Premier Credential for Financial Planners

CIM® – The Recognized Credential for Investment Managers

CIWM – The Leading Credential for Wealth Managers

DFSA - The leading credential for financial advice in Canada

MTI® – Prestigious Credential for Trust & Wealth Managers

Firm Training Program

On-Demand Webinars

Webinars to Boost Financial Literacy

Become a Speaker With CSI

CSI & Fitch Learning: Shaping the Future of Financial Learning Together

PFP® Approved Under FSRA Title Regulation

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