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Home: Continuing Education: Online mini-courses

At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

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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* $50.00
Investment Management and Trading
  Price(CA$)
Alternative Assets & Private Equity $80.00
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
Investing in Bitcoin: Opportunities and Risks $130.00
Investing in ETF's $110.00
Investment Strategies for Retirees* $80.00
Negative Interest Rates: Origins and Implications $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
Generating Retirement Income (GRICE) $110.00
Individual Pension Plans* $80.00
Insurance for Investment and Tax Minimization Purposes (IITMP) $80.00
Making Your Message Stick with Today's Client* $150.00
Retirement Accumulation Structures and Strategies (RASSCE) $170.00
Safeguard Elderly Clients from Financial Fraud* $30.00
Tax-Free Savings Account - Rules and Options $80.00
Transitioning into Retirement (TIRCE) $110.00
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 & Beneficial Ownership $80.00
Anti Money Laundering & Terrorist Financing for Securities Professionals $80.00
Anti Money Laundering & Terrorist Financing for Banking Professionals (0916) $95.00
Applied Investment Dealer Compliance $215.00
CE Compliance Program Cycle 8 $225.00
CE Ethics Course, Retail Version $225.00
Compliance with Know Your Product Requirements $80.00
Cybersecurity & Privacy $80.00
Enhanced Suitability for IIROC Advisors $80.00
ETFs for Mutal Fund Representatives $179.00
Ethics For Institutional Registrants $80.00
Fixed Income Trading & Sales (FIT) $215.00
Insider Trading: Regulations & Prevention $80.00
Investing in Bitcoin: Opportunities and Risks $130.00
Managed Accounts: Compliance Issues and Considerations $65.00
Managing Compensation Related Conflicts of Interest $130.00
Private Placements and Prospectus-Exempt Securities $65.00
Role of the Gatekeeper $80.00
Safeguarding Market Integrity: Challenges & Solutions $215.00
Social Media Compliance Guidelines $65.00
Overview & Trends: Trade Desk Risk Management & Compliance $225.00
Trading Compliance for Institutional Registrants $130.00
Tax-Free Savings Account - Rules and Options $130.00
Understanding Investment Dealer Business Units $150.00
Working with vulnerable clients $80.00

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