Areas of Specialization

Retail Banking

In the ever-changing world of retail banking, we provide up-to-date learning solutions to motivated career professionals in multiple roles. Your employees can acquire specialized knowledge and get certified in the areas of financial advice, lending and retail banking leadership. With a focus on sales and relationship skills and on-the-job performance, our courses can have a direct impact on your organization’s bottom line. Request more information.

Financial Planning and Insurance

Today’s financial institutions seek to retain employees over the long term and thus offer consistency and predictability in their planning and advisory services. We provide financial planning and insurance learning solutions that answer this need by focusing on long-term relationship building with clients, colleagues and employers. Our learners acquire the specialized knowledge and skills they need to offer products and services that help protect your clients against risk and reach financial independence. Through our courses, your employees can get certified to work in multiple sectors, including banking, securities, mutual funds and insurance. Request more information.

Investment Management and Trading

In the fast-paced and competitive world of investment management and trading, high achievers are rewarded. We can help your most ambitious employees acquire the specialized skills and knowledge they need to deliver superior results with appropriate compliance and minimal risk. Our learning solutions will give them the proficiency they need as investment managers and traders in stocks, bonds, money markets, mutual funds, derivatives and alternative investments. Request more information.

Business Banking

With business banking booming and the number of small businesses in Canada expected to double in the coming decade, financial service organizations are directing more and more resources toward answering the needs of their business clients. Our learning solutions can provide your employees with the specialized skills and knowledge they need to meet the demands of this growth sector. With a focus on small business and commercial banking and lending, our courses can help them build lasting relationships and deliver satisfactory business solutions. Request more information.

Wealth Management

The number of high-net worth clients in Canada is projected to double in the next decade. Private wealth management firms, investment counsel firms, full-service brokerages and other financial service providers are in competition to become the service provider of choice in this growth sector. Our learning solutions can give your employees the expertise they need please this high-demand and high-return clientele. With a focus on wealth management and estate and trust management, our courses can help you create a team of specialists trained to provide customized solutions to wealthy clients. Request more information.

Leadership Management and Compliance

Today's top financial service providers need managers and senior employees who are committed to improving customer experience, reducing financial and operational risk, and ensuring maximum compliance with government regulations. Our compliance and risk management learning solutions provide the training your top employees need to reduce risk for the organization and its clients in a way that aligns with business goals. With a focus on leadership skills and risk culture, our leadership management and compliance courses can prepare your management staff to lead winning teams in the banking, securities, mutual funds and exempt market dealer sectors. Request more information.

Industry Recognition

Our financial services licensing courses are widely recognized and highly regarded by industry participants and by the regulatory authorities. As a trusted partner to Canada’s major financial institutions, we create training solutions for personal, small business and commercial lenders. We are also are the IIROC*-approved provider of securities licensing courses in Canada. Request more information.