Online mini-courses

Retail Banking

	Price(CA$)
Behavioural Finance - Get Inside Your Client's Mind	$255.00
Ethical Practice in the Financial Services Industry	$280.00
Financial Planning for Snowbirds	$140.00
Investment Strategies for Retirees*	$85.00
Making Your Message Stick with Today's Client*	$150.00
Safeguard Elderly Clients from Financial Fraud*	$30.00

Financial Planning and Insurance

	Price(CA$)
Behavioural Finance - Get Inside Your Client's Mind	$255.00
Estate Planning*	$85.00
Ethical Practice in the Financial Services Industry	$280.00
ETFs for Mutal Fund Representatives	$179.00
Financial Planning for Snowbirds	$140.00
Individual Pension Plans*	$85.00
Making Your Message Stick with Today's Client*	$150.00
Safeguard Elderly Clients from Financial Fraud*	$30.00
Tax-Free Savings Account - Rules and Options	$85.00

Investment Management and Trading

	Price(CA$)
Alternative Assets & Private Equity	$80.00
Alternative Strategies: Hedge Funds & Liquid ALTS	$200.00
Behavioural Finance - Get Inside Your Client's Mind	$255.00
Covered Call Writing*	$85.00
Enhancing Client Relationships CRM Phase 2	$80.00
Equity Trading and Sales	$215.00
ETFs for Mutal Fund Representatives	$179.00
Fixed Income Trading and Sales	$255.00
Hedge Funds and Liquid Alternatives for Mutual Fund Representatives (HFLA)	$200.00
How Mutual Funds and Hedge Funds Use Derivatives*	$170.00
Introduction to Digital Assets	$45.00
Investing in Bitcoin: Opportunities and Risks	$140.00
Investing in ETF's	$115.00
Investing in Inflationary Times (IIT)	$65.00
Investing in Private Markets	$115.00
Investment Strategies for Retirees*	$85.00
Negative Interest Rates: Origins and Implications	$80.00
Principal-Protected Notes*	$170.00
Responsible Investing Using ESG Factors (RIUF)	$85.00
Tax-Free Savings Account - Rules and Options	$85.00
Understanding High-Frequency Trading*	$85.00

Wealth Management and Private Banking

	Price(CA$)
Behavioural Finance - Get Inside Your Client's Mind	$255.00
Enhancing Client Relationships CRM Phase 2	$80.00
Estate Planning*	$85.00
Ethical Practice in the Financial Services Industry	$280.00
Financial Planning for Snowbirds	$140.00
Generating Retirement Income (GRICE)	$115.00
Individual Pension Plans*	$85.00
Insurance for Investment and Tax Minimization Purposes (IITMP)	$85.00
Investing in Inflationary Times (IIT)	$65.00
Making Your Message Stick with Today's Client*	$150.00
Retirement Accumulation Structures and Strategies (RASSCE)	$200.00
Safeguard Elderly Clients from Financial Fraud*	$30.00
Tax-Free Savings Account - Rules and Options	$85.00
Transitioning into Retirement (TIRCE)	$115.00

Business Banking

	Price(CA$)
Making Your Message Stick with Today's Client*	$150.00
Safeguard Elderly Clients from Financial Fraud*	$30.00

Leadership, Management & Compliance

	Price(CA$)
Anti Money Laundering & Beneficial Ownership	$70.00
Applied Investment Dealer Compliance	$215.00
CE Compliance Program Cycle 9	$250.00
CE Ethics Course, Retail Version	$280.00
Client Focused Reforms - CFR Series	View Bundle
Conflicts of Interest - CFR Series	$70.00
Enhanced KYC and Suitability - CFR Series	$85.00
Know Your Product - CFR Series	$70.00
Overview of Client Focused Reforms and Relationship Disclosure - CFR Series	$60.00
Protecting Older and Vulnerable Clients - CFR Series	$85.00
Cybersecurity & Privacy	$70.00
ETFs for Mutal Fund Representatives	$179.00
Ethics For Institutional Registrants	$85.00
Fixed Income Trading & Sales (FIT)	$255.00
Insider Trading: Regulations & Prevention	$85.00
Investing in Bitcoin: Opportunities and Risks	$140.00
Managed Accounts: Compliance Issues and Considerations	$70.00
Role of the Gatekeeper	$80.00
Safeguarding Market Integrity: Challenges & Solutions	$255.00
Social Media Compliance Guidelines	$70.00
Understanding Investment Dealer Business Units	$150.00

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