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At CSI, the well-being of our valued learners and staff is our highest priority. Given the seriousness of the COVID-19, we suspended all in-person exams in Canada and internationally effective March 16, 2020. We have been monitoring the information from the government and local health authorities, and planning a reopening of some of our exam locations. Click here for more information.

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Online mini-courses

Continuing Education Online Mini-Courses

You can apply CE credits earned from these courses towards most of your registration, designation and professional association requirements.

Most courses are Cecap accredited. Please check the specific course's CE chart for more details.

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Retail Banking

	Price(CA$)
Behavioural Finance - Get Inside Your Client's Mind	$215.00
Communicating to Succeed: Business Writing	$160.00
Communicating to Succeed: Business Communications	$160.00
Communicating to Succeed: Interpersonal Communications Course	$160.00
Enhanced Suitability for IIROC Advisors	$80.00
Ethical Practice in the Financial Services Industry	$235.00
Financial Planning for Snowbirds	$130.00
Investment Strategies for Retirees*	$80.00
Making Your Message Stick with Today's Client*	$150.00
Safeguard Elderly Clients from Financial Fraud*	$30.00
Understanding the Needs of New Immigrant Clients*	$50.00

Financial Planning and Insurance

	Price(CA$)
Behavioural Finance - Get Inside Your Client's Mind	$215.00
Business Taxation Issues and Planning	$295.00
Communicating to Succeed: Business Writing	$160.00
Communicating to Succeed: Business Communications	$160.00
Communicating to Succeed: Interpersonal Communications Course	$160.00
Enhanced Suitability for IIROC Advisors	$80.00
Estate Planning*	$80.00
Ethical Practice in the Financial Services Industry	$235.00
ETFs for Mutal Fund Representatives	$179.00
Financial Planning for Snowbirds	$130.00
Individual Pension Plans*	$80.00
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	$80.00
Understanding the Needs of New Immigrant Clients*	$50.00

Investment Management and Trading

	Price(CA$)
Behavioural Finance - Get Inside Your Client's Mind	$215.00
Covered Call Writing*	$80.00
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	$215.00
Alternative Strategies: Hedge Funds & Liquid ALTS	$200.00
How Mutual Funds and Hedge Funds Use Derivatives*	$150.00
Investment Strategies for Retirees*	$80.00
Portfolio Theory, Asset Allocation and Performance Measurement*	$80.00
Principal-Protected Notes*	$150.00
Responsible Investment: Trends and Opportunities*	$80.00
Tax-Free Savings Account - Rules and Options	$80.00
Understanding High-Frequency Trading*	$80.00

Wealth Management and Private Banking

	Price(CA$)
Behavioural Finance - Get Inside Your Client's Mind	$215.00
Business Taxation Issues and Planning	$295.00
Communicating to Succeed: Business Writing	$160.00
Communicating to Succeed: Business Communications	$160.00
Communicating to Succeed: Interpersonal Communications Course	$160.00
Enhancing Client Relationships CRM Phase 2	$80.00
Enhanced Suitability for IIROC Advisors	$80.00
Estate Planning*	$80.00
Ethical Practice in the Financial Services Industry	$235.00
Financial Planning for Snowbirds	$130.00
Individual Pension Plans*	$80.00
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	$80.00
Understanding the Needs of New Immigrant Clients*	$50.00

Business Banking

	Price(CA$)
Business Taxation Issues and Planning	$295.00
Making Your Message Stick with Today's Client*	$150.00
Safeguard Elderly Clients from Financial Fraud*	$30.00
Understanding the Needs of New Immigrant Clients*	$50.00

Leadership, Management & Compliance

	Price(CA$)
Anti Money Laundering & Terrorist Financing for Securities Professionals	$80.00
Anti Money Laundering & Terrorist Financing for Banking Professionals	$95.00
Applied Investment Dealer Compliance	$215.00
CE Cycle 8	$225.00
CE Ethics Course, Retail Version	$225.00
Enhancing Client Relationships CRM Phase 2	$80.00
Enhanced Suitability for IIROC Advisors	$80.00
Fixed Income Trading and Sales	$215.00
Insider Trading: Regulations and Prevention	$80.00
Managed Accounts: Compliance Issues and Considerations	$65.00
Managing Compensation Related Conflicts of Interest	$130.00
Overview and Trends: Trade Desk Risk Management and Compliance	$225.00
Private Placements and Prospectus-Exempt Securities	$65.00
Role of the Gatekeeper	$80.00
Safeguarding Market Integrity: Challenges and Solutions	$215.00
Social Media Compliance Guidelines	$65.00
Understanding Investment Dealer Business Units	$150.00