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Home: Continuing Education: Online mini-courses
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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$)
A Guide to International Investing* $80.00

Behavioural Finance - Get Inside Your Client's Mind

 $215.00
Benefits at Retirement* $80.00
Client Debt Assessment and Management* $35.00
Communicating to Succeed: Business Writing $160.00
Communicating to Succeed: Business Communications $160.00
Communicating to Succeed: Interpersonal Communications Course $160.00
Developing a Social Media Plan for Financial Professionals* $50.00
Enhanced Suitability for IIROC Advisors $80.00
Ethical Practice in the Financial Services Industry $235.00
ETFs: Evolution & Emerging Trends* $80.00
Executive Compensation* $80.00
Financial Management at Your Client's Retirement* $80.00
Financial Planning for Snowbirds $130.00
Identifying a Private Client's Corporate Banking Needs* $80.00
Investment Strategies for Retirees* $80.00
Making Your Message Stick with Today's Client* $150.00
Overview of Institutional Markets $80.00
Planned Charitable Giving* $80.00
Preparing for Retirement* $80.00
Safeguard Elderly Clients from Financial Fraud* $30.00
Segregated Funds* $80.00
Understanding TFSAs* $80.00
Understanding the Needs of New Immigrant Clients* $50.00
Financial Planning and Insurance
  Price(CA$)
A Guide to International Investing* $80.00

Behavioural Finance - Get Inside Your Client's Mind

 $215.00
Benefits at Retirement* $80.00
Business Succession for Small Business Clients* $80.00
Business Taxation Issues and Planning $295.00
Client Debt Assessment and Management* $35.00
Communicating to Succeed: Business Writing $160.00
Communicating to Succeed: Business Communications $160.00
Communicating to Succeed: Interpersonal Communications Course $160.00
Culture of Compliance: Working in Financial Services* $30.00
Developing a Social Media Plan for Financial Professionals* $50.00
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
Executive Compensation* $80.00
Financial Management at Your Client's Retirement* $80.00
Financial Planning for Snowbirds $130.00
Guidelines for Financial Professionals Using Social Media* $30.00
Identifying a Private Client's Corporate Banking Needs* $80.00
Individual Pension Plans* $80.00
International Taxation for Canadians $220.00
Liability for Tax, Attribution Rules & Income Splitting Techniques $235.00
Making Your Message Stick with Today's Client* $150.00
Planned Charitable Giving* $80.00
Preparing for Retirement* $80.00
Safeguard Elderly Clients from Financial Fraud* $30.00
Understanding the Needs of New Immigrant Clients* $50.00
Understanding TFSAs* $80.00
Investment Management and Trading
  Price(CA$)
All Access CE Subscription $N/A
Behavioural Finance - Get Inside Your Client's Mind $215.00
Client Debt Assessment and Management* $35.00
Covered Call Writing* $80.00
Enhancing Client Relationships CRM Phase 2 $80.00
Equity Trading and Sales $215.00

ETFs: Evolution and Emerging Trends*

 $80.00
ETFs for Mutal Fund Representatives $179.00
Fixed Income Trading and Sales $215.00
Guidelines for Financial Professionals Using Social Media* $30.00
Hedge Fund Essentials for Today's Financial Professional $215.00
How Mutual Funds and Hedge Funds Use Derivatives* $150.00
Investment Strategies for Retirees* $80.00
Overview of Institutional Markets* $80.00
Portfolio Theory, Asset Allocation and Performance Measurement* $80.00
Principal-Protected Notes* $150.00
Responsible Investment: Trends and Opportunities* $80.00
Segregated Funds* $80.00
The Natural Gas Market* $80.00
The Gold Market – An Industry Overview and Investment Options* $80.00
The Crude Oil Market – Industry Overview and Investment Options* $80.00
Understanding High-Frequency Trading* $80.00
Understanding Private Equity* $80.00
Wealth Management and Private Banking
  Price(CA$)
A Guide to International Investing* $80.00
Behavioural Finance - Get Inside Your Client's Mind $215.00
Benefits at Retirement* $80.00
Business Succession for Small Business Clients* $80.00
Business Taxation Issues and Planning $295.00
Client Debt Assessment and Management* $35.00
Communicating to Succeed: Business Writing $160.00
Communicating to Succeed: Business Communications $160.00
Communicating to Succeed: Interpersonal Communications Course $160.00
Culture of Compliance: Working in Financial Services* $30.00
Developing a Social Media Plan for Financial Professionals* $50.00
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
Executive Compensation* $80.00
Financial Management at Your Client's Retirement* $80.00
Financial Planning for Snowbirds $130.00
Guidelines for Financial Professionals Using Social Media* $30.00
Identifying a Private Client's Corporate Banking Needs* $80.00
Individual Pension Plans* $80.00
International Taxation for Canadians $220.00
Liability for Tax, Attribution Rules & Income Splitting Techniques $235.00
Making Your Message Stick with Today's Client* $150.00
Planned Charitable Giving* $80.00
Preparing for Retirement* $80.00
Safeguard Elderly Clients from Financial Fraud* $30.00
Understanding the Needs of New Immigrant Clients* $50.00
Understanding TFSAs* $80.00
Business Banking
  Price(CA$)
Business Succession for Small Business Clients* $80.00
Business Taxation Issues and Planning $295.00
Client Debt Assessment and Management* $35.00
Developing a Social Media Plan for Financial Professionals* $50.00
Guidelines for Financial Professionals Using Social Media* $30.00
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
Best Execution for Institutional Registrants $130.00
Best Execution for Investment Representatives $130.00
Bringing New Issues to Market $80.00
Canadian OTC Derivatives Market Reform $80.00
CE Compliance Program Cycle 7 $200.00
CE Ethics Course, Retail Version $225.00
Cybersecurity $65.00
Dealer Capital Requirements: What You Should Know $65.00
Dealing with Seniors $65.00
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
Overview of Institutional Markets 80.00 $
Private Placements and Prospectus-Exempt Securities $65.00
Role of the Gatekeeper $80.00
Safeguarding Market Integrity: Challenges and Solutions $215.00
Understanding Investment Dealer Business Units $150.00

* The course is part of the All Access CE Subscription - Learn More

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