Click this button to login to my csi Click this button to get our contact information Français A A A Click this button to access your shopping cart 0
To search CSI please enter your search query and press this button
Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu
Home: Continuing Education: Online mini-courses
Back To Top CE Chart CE Chart Team Buy CE Finder Tool

Online mini-courses

The NEW All Access CE Subscription

Continuing Education Online Mini-Courses

You can apply CE credits earned from these courses towards most of your registration, designation and professional association requirements. A course can only be applied for IIROC continuing education purposes once and only in one cycle with the exception of "CPH for Industry Professionals".


MINI-COURSE BUNDLE - SAVE $75
Save $75 when you select five 3-hour mini-courses at $75 each for a total cost of $300.

 

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

 

Buying for a Team? Click Here.
expand all | collapse all
Retail Banking
  Price(CA$)
All Access CE Subscription $350.00
A Guide to International Investing* $75.00

Behavioural Finance - Get Inside Your Client's Mind

 $205.00
Benefits at Retirement $75.00
Client Debt Assessment and Management* $30.00
Communicating to Succeed: Business Writing $150.00
Communicating to Succeed: Business Communications $150.00
Communicating to Succeed: Interpersonal Communications Course $150.00
Developing a Social Media Plan for Financial Professionals* $45.00
Enhanced Suitability for IIROC Advisors $75.00
Ethical Practice in the Financial Services Industry (0493) $225.00
ETFs: Evolution & Emerging Trends* $75.00
Executive Compensation (EXCO) $75.00
Financial Management at Your Client's Retirement $75.00
Financial Planning for Snowbirds (0450) $120.00
Identifying a Private Client's Corporate Banking Needs (ICCB) $75.00
Introduction to Social Media for Financial Professionals* $25.00
Investment Strategies for Retirees* $75.00
Making Your Message Stick with Today's Client* $140.00
Overview of Institutional Markets $75.00
Planned Charitable Giving* $75.00
Preparing for Retirement $75.00
Safeguard Elderly Clients from Financial Fraud* $25.00
Segregated Funds* $75.00
Understanding TFSAs* $75.00
Understanding the Needs of New Immigrant Clients* $45.00
Working with Aging Clients: Best Practices and Compliance Guidance $75.00

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

Financial Planning and Insurance
  Price(CA$)
All Access CE Subscription $350.00
A Guide to International Investing* $75.00
Basics of Pension Plans (0477)* $N/A

Behavioural Finance - Get Inside Your Client's Mind

 $205.00
Benefits at Retirement $75.00
Benefit Plans (0452) $N/A
Business Succession for Small Business Clients* $75.00
Business Succession Planning (0442) $N/A
Business Taxation Issues and Planning (0443) $290.00
Client Debt Assessment and Management* $30.00
Communicating to Succeed: Business Writing $150.00
Communicating to Succeed: Business Communications $150.00
Communicating to Succeed: Interpersonal Communications Course $150.00
Culture of Compliance: Working in Financial Services* $25.00
Developing a Social Media Plan for Financial Professionals* $45.00
Enhanced Suitability for IIROC Advisors $75.00
Estate Planning* $75.00
Ethical Practice in the Financial Services Industry (0493) $225.00
ETFs for Mutal Fund Representatives $99.00
Executive Compensation (EXCO) $75.00
Financial Management at Your Client's Retirement $75.00
Financial Planning for Snowbirds (0450) $120.00
Financial Statements for Small Business (0669) $N/A
Guidelines for Financial Professionals Using Social Media* $25.00
Guidelines for IIROC Advisors Using Social Media $75.00
Identifying a Private Client's Corporate Banking Needs (ICCB) $75.00
Individual Pension Plans* $75.00
International Taxation for Canadians $210.00
Introduction to Law: Wills (0456) $N/A
Introduction to Social Media for Financial Professionals* $25.00
Liability for Tax, Attribution Rules & Income Splitting Techniques (0466) $225.00
Making Your Message Stick with Today's Client* $140.00
Planned Charitable Giving* $75.00
Preparing for Retirement $75.00
Safeguard Elderly Clients from Financial Fraud* $25.00
Trust Structures* $N/A
Trusts as Financial and Estate Planning Tools (0459) $N/A
Understanding the Needs of New Immigrant Clients* $45.00
Understanding TFSAs* $75.00
Working with Aging Clients: Best Practices and Compliance Guidance $75.00

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

Investment Management and Trading
  Price(CA$)
All Access CE Subscription $350.00
A Guide to International Investing* $75.00
Behavioural Finance - Get Inside Your Client's Mind $205.00
Client Debt Assessment and Management* $30.00
Covered Call Writing* $75.00
Enhancing Client Relationships – CRM Phase 2 $75.00
Equity Trading and Sales $205.00

ETF'S: Evolution and Emerging Trends

 $75.00
ETFs for Mutal Fund Representatives $99.00
Financial Modeling Course $300.00
Fixed Income Trading and Sales $205.00
Guidelines for Financial Professionals Using Social Media* $25.00
Guidelines for IIROC Advisors Using Social Media $75.00
Hedge Fund Essentials for Today's Financial Professional $205.00
How Mutual Funds and Hedge Funds Use Derivatives* $140.00
Introduction to Social Media for Financial Professionals* $25.00
Investment Strategies for Retirees* $75.00
Overview of Institutional Markets $75.00
Portfolio Theory, Asset Allocation and Performance Measurement* $75.00
Principal-Protected Notes* $140.00
Responsible Investment: Trends and Opportunities $75.00
Segregated Funds* $75.00
The Natural Gas Market $75.00
The Gold Market – An Industry Overview and Investment Options $75.00
The Crude Oil Market – Industry Overview and Investment Options $75.00
Understanding High-Frequency Trading* $75.00
Understanding Private Equity* $75.00

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

Wealth Management and Private Banking
  Price(CA$)
All Access CE Subscription $350.00
A Guide to International Investing* $75.00
Behavioural Finance - Get Inside Your Client's Mind $205.00
Benefits at Retirement $75.00
Business Succession for Small Business Clients* $75.00
Business Succession Planning (0442) $N/A
Business Taxation Issues and Planning (0443) $290.00
Client Debt Assessment and Management* $30.00
Communicating to Succeed: Business Writing $150.00
Communicating to Succeed: Business Communications $150.00
Communicating to Succeed: Interpersonal Communications Course $150.00
Culture of Compliance: Working in Financial Services* $25.00
Developing a Social Media Plan for Financial Professionals* $45.00
Enhancing Client Relationships – CRM Phase 2 $75.00
Enhanced Suitability for IIROC Advisors $75.00
Estate Planning* $75.00
Ethical Practice in the Financial Services Industry (0493) $225.00
Executive Compensation (EXCO) $75.00
Financial Management at Your Client's Retirement $75.00
Financial Planning for Snowbirds (0450) $120.00
Guidelines for Financial Professionals Using Social Media* $25.00
Guidelines for IIROC Advisors Using Social Media $75.00
Identifying a Private Client's Corporate Banking Needs (ICCB) $75.00
Individual Pension Plans* $75.00
International Taxation for Canadians $210.00
Introduction to Law: Wills (0456) $N/A
Introduction to Social Media for Financial Professionals* $25.00
Liability for Tax, Attribution Rules & Income Splitting Techniques (0466) $225.00
Making Your Message Stick with Today's Client* $140.00
Planned Charitable Giving* $75.00
Preparing for Retirement $75.00
Safeguard Elderly Clients from Financial Fraud* $25.00
Trust Structures* $N/A
Trusts as Financial and Estate Planning Tools (0459) $N/A
Understanding the Needs of New Immigrant Clients* $45.00
Understanding TFSAs* $75.00
Working with Aging Clients: Best Practices and Compliance Guidance $75.00

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

Business Banking
  Price(CA$)
Business Succession for Small Business Clients* $75.00
Business Succession Planning (0442) $N/A
Business Taxation Issues and Planning (0443) $290.00
Client Debt Assessment and Management* $30.00
Developing a Social Media Plan for Financial Professionals* $45.00
Financial Statements for Small Business (0669) $N/A
Guidelines for Financial Professionals Using Social Media* $25.00
Making Your Message Stick with Today's Client* $140.00
Safeguard Elderly Clients from Financial Fraud* $25.00
Understanding the Needs of New Immigrant Clients* $45.00

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

Management, Supervision and Compliance
  Price(CA$)
All Access CE Subscription $350.00
Anti Money Laundering & Terrorist Financing for Securities Professionals $75.00
Anti Money Laundering & Terrorist Financing for Banking Professionals (0916) $90.00
Anti Money Laundering & Terrorist Financing for Insurance Professionals (0917) $N/A
Applied Investment Dealer Compliance $205.00
Bringing New Issues to Market $75.00
Canadian OTC Derivatives Market Reform $75.00
CE Compliance Program Cycle 6 $220.00
CE Ethics Course, Retail Version $275.00
Conflicts of Interest $75.00
Consequences of Non-Compliance in the Securities Industry 2013 $75.00
Enhancing Client Relationships – CRM Phase 2 $75.00
Enhanced Suitability for IIROC Advisors $75.00
Fixed Income Trading and Sales (FIT) $205.00
Fraud - Protect Yourself and Your Firm 2010 $75.00
Guidelines for IIROC Advisors Using Social Media $75.00
Insider Trading: Regulations and Prevention $75.00
Investor Confidence 2010 $75.00
Knowing the Investor $130.00
Know Your Product $75.00
Overview and Trends: Trade Desk Risk Management and Compliance $275.00
Risk Management in the Securities Industry 2010 $75.00
Role of the Gatekeeper $75.00
Safeguarding Market Integrity: Challenges and Solutions $205.00
Understanding Investment Dealer Business Units $140.00

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

ABOUT CSI | THE CSC & IFC | OUR COURSES | DESIGNATIONS & CERTIFICATES | FOR BUSINESS | SUPPORT & EXAMS
Privacy Policy | Terms of Use | Sitemap | © 2015, Moody's Analytics Global Education (Canada), Inc.