Retail Banking

Financial Advice

Applied Financial Planning Certification Exam (AFP)

  • AFP Certification Examination Enrolment $750

Branch Compliance Officer’s Course (BCO)

  • BCO Online, Interactive Version with PDF Textbook $490

Canadian Securities Course (CSC®)

  • CSC® Value Pack Combo $1620

Financial Planning I (FP I)

  • Online, interactive version with hard-copy textbook $875

Financial Planning II (FP II)

  • FP II online, interactive version with hard-copy textbook $875

Personal Financial Services Advice (PFSA)

  • PFSA Online, interactive version with hard-copy textbook $725

Lending

Personal Financial Services Advice (PFSA)

  • PFSA Online, interactive version with hard-copy textbook $725

Personal Lending and Mortgages (PLM)

  • PLM online, interactive version $565

Bank Management

Bank Management Fundamentals (BMF)

  • BMF Online, interactive version $565

People and Team Management (PTM)

  • PTM online, interactive version $550

Financial Planning & Insurance

Securities Sector

Applied Financial Planning Certification Exam (AFP)

  • AFP Certification Examination Enrolment $750

Canadian Securities Course (CSC®)

  • CSC® Value Pack Combo $1620

Financial Planning Integration Course (FPIC)

  • Financial Planning Integration Course – Bankers Path $400

Financial Planning Supplement (FPSU)

  • FPSU online, interactive version with hard-copy textbook $1030

Wealth Management Essentials (WME®)

  • Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1725

WME Course For Financial Planners (WME-FP)

  • Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1200

WME Course For Investment Managers (WME-IM)

  • Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1200

WME Course For Wealth Managers (WME-WM)

  • Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1120

Banking Sector

Applied Financial Planning Certification Exam (AFP)

  • AFP Certification Examination Enrolment $750

Canadian Securities Course (CSC®)

  • CSC® Value Pack Combo $1620

Financial Planning I (FP I)

  • Online, interactive version with hard-copy textbook $875

Financial Planning II (FP II)

  • FP II online, interactive version with hard-copy textbook $875

Law, Estate and Tax Supplement (LETS)

  • Online, Interactive Version with PDF Textbook $600

Lending, Retirement and Insurance Supplement (LRIS)

  • LRIS course includes PDF, e-Books and review questions $600

Personal Financial Services Advice (PFSA)

  • PFSA Online, interactive version with hard-copy textbook $725

Mutual Fund & Insurance Sector

Advanced Mutual Funds Advice Program (AMFA)

  • Client Discovery (AMFA Program) $200

Estate Planning – (AMFA Program)

  • Estate Planning – (AMFA Program) $200

Foundations of Investment Management – (AMFA Program)

  • Foundations of Investment Management – (AMFA Program) $200

Practice Management for Mutual Fund Representatives – (AMFA Program)

  • Practice Management for Mutual Fund Representatives – (AMFA Program) $200

Retirement Planning – (AMFA Program)

  • Retirement Planning – (AMFA Program) $200

Retirement Planning Income and Products – (AMFA Program)

  • Retirement Planning Income and Products – (AMFA Program) $200

Tax Planning – (AMFA Program)

  • Tax Planning – (AMFA Program) $200

Canadian Securities Course (CSC®)

  • CSC® Value Pack Combo $1620

Insurance Ethics And Professional Practice Module (IEPP)

  • Insurance Ethics and Professional Practice Module – Common Law $125

Life Licence Qualification Program Insurance Course (LLQP)

  • LLQP Insurance Course (Common Law) $475

Financial Planning – Quebec IQPF

Accounting (ACC)

  • ACC Online with hard-copy textbook $585

Economics (ECO)

  • ECO Online, interactive version with hard-copy textbook $585

Financial Planning for Businesses – Quebec (FPB)

  • Financial Planning for Businesses – Quebec (PDF) $525

Fundamentals of Personal Finance – Quebec (FPF)

  • Fundamentals of Personal Finance – Quebec $625

Insurance & Retirement – Quebec (INR)

  • Insurance and Retirement – Quebec $625

Investment & Tax Planning – Quebec (ITP)

  • Investment and Tax Planning – Quebec $625

Investment & Taxation Fundamentals – Quebec (ITF)

  • Investment and Taxation Fundamentals – Quebec $625

Legal and Ethical aspects of Financial Planning – Quebec (LEFP)

  • Legal and Ethical Aspects of Financial Planning – Quebec (PDF) $525

Risk Management & Estate Planning – Quebec (RMEP)

  • Risk Management and Estate Planning – Quebec $625

Investors

Canadian Securities Course (CSC®) for Investors (CSC-INVESTORS)

  • CSC-INVESTORS Online, Interactive Version $550

Investment Management & Trading

Securities

Advanced Investment Strategies (AIS)

  • AIS Online, Interactive Version with PDF Textbook $925

Canadian Securities Course (CSC®)

  • CSC® Value Pack Combo $1620

Conduct and Practices Handbook Course (CPH®)

  • CPH Online, Interactive Version with PDF Textbook $935

Investment Advisors Training Program (90-day) (IATP)

  • IATP online, interactive version with PDF textbook $635

Investment Management Techniques (IMT®)

  • Online, Interactive Version with PDF Textbook $1165

Investment Representative Training Program (30-day) (IRT)

  • Investment Representative Training Program (30-day) (IRT) $485

New Entrants Course (NEC)

  • Online, interactive version with hard-copy textbooks $1800

Portfolio Management Techniques (PMT®)

  • Online, Interactive Version with PDF Textbook $1125

Wealth Management Essentials (WME®)

  • Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1725

WME Course For Financial Planners (WME-FP)

  • Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1200

WME Course For Investment Managers (WME-IM)

  • Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1200

WME Course For Wealth Managers (WME-WM)

  • Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1120

Derivatives

Advanced Derivatives Market Strategies Course (ADMS)

  • ADMS Online, interactive version with PDF textbook $985

Canadian Commodity Supervisors Exam (CCSE)

  • CCSE Online, interactive version with hard-copy textbook $1300

Derivatives Fundamentals and Options Licensing Course (DFOL)

  • Online, Interactive Version with PDF Textbook $1455

Derivatives Fundamentals Course (DFC®)

  • Online, interactive version with hard-copy textbook $1115

Futures Licensing Course (FLC)

  • Online, interactive version with hard-copy textbook $780

Options Licensing Course (OLC)

  • Online, interactive version with hard-copy textbook $815

Options Supervisors Course (OPSC)

  • Online, interactive version with hard-copy textbook $1430

Trading

Equity Trading And Sales (ETS)

  • Equity Trading and Sales $215

Fixed Income Trading And Sales (FIT)

  • FIT Online, interactive version $255

Technical Analysis Course (TAC)

  • Technical Analysis Course (TAC) $835

Trader Training Course (TTC)

  • Online, interactive version with hard-copy textbook $1495

Mutual Funds

Canadian Securities Course (CSC®)

  • CSC® Value Pack Combo $1620

The 90-Day MF Skills Builder (MFSB)

  • The 90-Day MF Skills Builder $190

Investors

Canadian Securities Course (CSC®) for Investors (CSC-INVESTORS)

  • CSC-INVESTORS Online, Interactive Version $550

Futures Licensing Course (FLC)

  • Online, interactive version with hard-copy textbook $780

Wealth Management & Private Banking

Wealth Management

Advanced Investment Strategies (AIS)

  • AIS Online, Interactive Version with PDF Textbook $925

Canadian Securities Course (CSC®)

  • CSC® Value Pack Combo $1620

CIWM Certification Examination

  • CIWM Certification Examination $995

Conduct and Practices Handbook Course (CPH®)

  • CPH Online, Interactive Version with PDF Textbook $935

Dealing With High Net Worth Clients Program (DHNW)

  • Dealing With Special High Net Worth Client Situations (DSHW) $350

Estate Planning For High Net Worth Clients (EPHW)

  • Estate Planning For High Net Worth Clients (EPHW) $350

Investment Strategies For High Net Worth Clients (ISHW)

  • Investment Strategies For High Net Worth Clients (ISHW) $350

Practice Management In High Net Worth Segment (PMHW)

  • Practice Management In High Net Worth Segment (PMHW) $350

Retirement Planning For High Net Worth Clients (RPHW)

  • Retirement Planning For High Net Worth Clients (RPHW) $350

Wealth Management Essentials (WME®)

  • Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1725

WME Course For Financial Planners (WME-FP)

  • Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1200

WME Course For Investment Managers (WME-IM)

  • Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1200

WME Course For Wealth Managers (WME-WM)

  • Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1120

Estate & Trust Management

Case Application Examination (CAE)

  • CAE Canada/Common Law Version $720

Estate and Trust Administration (ETA)

  • ETA Online, interactive version $870

Estate and Trust Asset Management (ETM)

  • ETM Online, interactive version $295

Laws of Estates and Trusts (LET)

  • LET Online, interactive version $295

Taxation Considerations for Estates and Trusts (TET)

  • TET Online, interactive version $295

Business Banking

Moody’s Analytics Small Business Banking Courses

Moody’s Analytics Lending Courses

Managing Client Relationships (MCR)

  • MCR Online, interactive version $

Moody’s Analyzing Commercial Real Estate (ACRE)

  • MCR Online, interactive version $

Moody’s Commercial Lending (CLCA)

  • MCR Online, interactive version $

Moody’s Foundations of banking and credit

  • MCR Online, interactive version $

Leadership, Management & Compliance

Securities Sector

Canadian Commodity Supervisors Exam (CCSE)

  • CCSE Online, interactive version with hard-copy textbook $1300

Chief Compliance Officers Qualifying Examination (CCO)

  • CCO Online, interactive version with hard-copy textbook $820

Chief Financial Officers Qualifying Examination (CFO)

  • Online, interactive version with hard copy textbook $830

Conduct and Practices Handbook Course (CPH®)

  • CPH Online, Interactive Version with PDF Textbook $935

Financial Services Industry: Business Drivers and Challenges (FSDC)

  • Financial Services Industry: Business Drivers and Challenges $395

Investment Dealer Compliance Course (IDCC)

  • IDCC Online, interactive version with online textbook (PDF) $995

Investment Dealer Supervisors Course (IDSC)

  • Online, interactive version with hard-copy textbook $1515

Options Supervisors Course (OPSC)

  • Online, interactive version with hard-copy textbook $1430

Partners, Directors and Senior Officers Course (PDO)

  • Online, Interactive Version with PDF Textbook $1525

Mutual Funds & Exempt Market Dealers Sector

Branch Compliance Officer’s Course (BCO)

  • BCO Online, Interactive Version with PDF Textbook $490

Chief Compliance Officers Qualifying Examination (CCO)

  • CCO Online, interactive version with hard-copy textbook $820

Partners, Directors and Senior Officers Course (PDO)

  • Online, Interactive Version with PDF Textbook $1525

Banking Sector

Bank Management Fundamentals (BMF)

  • BMF Online, interactive version $565

Branch Compliance Officer’s Course (BCO)

  • BCO Online, Interactive Version with PDF Textbook $490

Financial Services Industry: Business Drivers and Challenges (FSDC)

  • Financial Services Industry: Business Drivers and Challenges $395

People and Team Management (PTM)

  • PTM online, interactive version $550

Continuing Education

Financial Planning & Insurance

Investment Management & Trading

Covered Call Writing (CCW)

  • CCW Online mini-course $85

Equity Trading And Sales (ETS)

  • Equity Trading and Sales $215

Fixed Income Trading And Sales (FIT)

  • FIT Online, interactive version $255

Introduction to Digital Assets

  • DA Online mini-course $45

Investing In ETFs (ETFCE)

  • ETFCE Online mini-course $115

Investing In Inflationary Times (IIT)

  • IIT Online mini-course $65

Investing in Private Markets (IPM)

  • IPM Online mini-course $115

Investing in Real Assets

  • IRA Online mini-course $85

Principal–Protected Notes (PPN)

  • PPN Online mini-course $170

Responsible Investing Using ESG Factors (RIUF)

  • RIUF Online, interactive version with online textbook (PDF) $85

Wealth Management & Private Banking

CIWM Certification Examination

  • CIWM Certification Examination $995

Cybersecurity & Privacy (CYPR)

  • CYPR Online mini-course $70

Dealing With Special High Net Worth Client Situations (DSHW)

  • Dealing With Special High Net Worth Client Situations (DSHW) $350

Estate Planning For High Net Worth Clients (EPHW)

  • Estate Planning For High Net Worth Clients (EPHW) $350

Investment Strategies For High Net Worth Clients (ISHW)

  • Investment Strategies For High Net Worth Clients (ISHW) $350

Practice Management In High Net Worth Segment (PMHW)

  • Practice Management In High Net Worth Segment (PMHW) $350

Retirement Planning For High Net Worth Clients (RPHW)

  • Retirement Planning For High Net Worth Clients (RPHW) $350

Estate Planning (EP)

  • EP Online mini-course $85

Financial Planning For Snowbirds (FPS)

  • FPS Online module and quiz $140

Generating Retirement Income (GRI)

  • GRI Online mini-course $115

Transitioning Into Retirement (TIR)

  • TIR Online mini-course $115

Business Banking

Leadership, Management & Compliance

CE Compliance Program Cycle 9 (CECC)

  • CE Cycle 9 online, self-study course $250

CE Ethics Course, Retail Version (EMCS)

  • EMCS Online, self-study course $280

Client Focused Reforms (CFR) Series

  • Conflicts of Interest (CFRCOI) $70

Enhanced KYC and Suitability (CFRKYC)

  • Enhanced KYC and Suitability (CFRKYC) $85

Know Your Product (CFRKYP)

  • Know Your Product (CFRKYP) $70

Protecting Older and Vulnerable Clients (CFRPVC)

  • Protecting Older and Vulnerable Clients (CFRPVC) $85

Cybersecurity & Privacy (CYPR)

  • CYPR Online mini-course $70

Ethics For Institutional Registrants (EIR)

  • EIR online, interactive version with online textbook (PDF) $85

Fixed Income Trading And Sales (FIT)

  • FIT Online, interactive version $255

Role Of The Gatekeeper (RG)

  • RG Online mini-course $80