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  • Advanced Estate Planning and Trust Strategies

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations (Credits): Professional Development:  IIROC, CIM (30), FPSC (30),FSCO (30) , MTI (30), PFP (30), Advocis (45), AIC (30), CFA (40)

  • Advanced Retirement Management Strategies

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations (Credits): Professional Development:   IIROC, CIM (30), PFP (30), MTI (30), FPSC (30), FSCO (20), Advocis (45), AIC (20), CFA (40)

  • Anti Money Laundering & Terrorist Financing for Banking Professionals

    Delivery: Online Mini-Course

    Topic Area: Compliance, Trading & Management

    Accreditations (Credits): Professional Development:   IIROC (2), CIWM (2), CIM (2), MTI (2), Advocis (2). Compliance:   IIROC (2), CIWM (2), CIM (2), PFP (2), FPSC (2)

  • Anti Money Laundering & Terrorist Financing for Securities Professionals

    Delivery: Online Mini-Course

    Topic Area: Compliance, Trading & Management

    Accreditations (Credits): Professional Development:  IIROC (3), CIM (3), CIWM (3), MTI (3), Advocis (3) Compliance:  IIROC (3), CIM (3), CIWM (3), FPSC (3)

  • Applied Financial Planning(AFP) Certification Examination

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations (Credits): Professional Development:  IIROC (30), C IM (30), MTI (30), Advocis (30), FPSC (30), FSCO (15), ICM/ICBC/ICS (15), CAAMP (10)

  • Applied Investment Dealer Compliance

    Delivery: Online Mini-Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations (Credits): Professional Development: CIWM (6), Compliance:  IIROC (9), CIM (9), CIWM (3), PFP (3), CFA (2)

  • Behavioural Finance - Get Inside Your Client's Mind

    Delivery: Online Mini-Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations (Credits): Professional Development:  IIROC (9), C IWM (9), CIM (9), MTI (9), PFP (9), Advocis (9), AIC (9), CFA (9), FPSC (9),FSCO (9), ICBC/ICS (9).

  • Benefits at Retirement

    Delivery: Online Mini-Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(3), CIWM(3), CIM(3), MTI(3), PFP(3), FPSC (3), CAAMP(3), AIC(3), ADVOCIS(3), ICM(3)

  • Branch Compliance Officer's Course

    Delivery: Full Course

    Topic Area: Compliance, Trading & Management

    Accreditations (Credits): Professional Development: CIWM (12), MTI (12), PFP (9), Advocis (30), AIC (13), FPSC (30), FSCO/ICS (13). Compliance: CIM (12), CIWM (3), PFP (3).

  • Branch Managers Course

    Delivery: Full Course

    Topic Area: Compliance, Trading & Management

    Accreditations (Credits): Professional Development:  IIROC (30), CIM (30), PFP (30), Advocis (30), CIWM (15), MTI (12). Compliance:  IIROC (12), CIM (12) CIWM ( 3), PFP (3), FPSC (30)

  • Bringing New Issues to Market

    Delivery: Online Mini Course

    Topic Area: Compliance, Trading & Management

    Accreditations (Credits): Professional Development:  Advocis (3), MTI (3), FPSC(3), CFA(1), CFA/CIPM (3), CFA/SER (3). Compliance:  IIROC (3), CIM (3) CIWM ( 3), PFP (3), FPSC (3)

  • Canadian Commodity Supervisors Exam Course

    Delivery: Full Course

    Topic Area: Compliance, Trading & Management

    Accreditations (Credits): Professional Development: IIROC (30), CIM (30), CIWM (15), PFP (30), MTI (30), Advocis (30). Compliance:  IIROC (12), CIM (12), CIWM (3), PFP (3), FPSC (30)

  • Canadian OTC Derivatives Market Reform

    Delivery: Online Mini Course

    Topic Area: Compliance, Trading & Management

    Accreditations (Credits): Professional Development:  Advocis (3), MTI (3), FPSC(3), CFA(1), CFA/CIPM (3), CFA/SER (3). Compliance:  IIROC (3), CIM (3) CIWM ( 3), PFP (3), FPSC (3)

  • Canadian Securities Course

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations (Credits): FPSC (Exam 1:30, Exam 2:30), FSCO (30),ICM/ICBC (Exam 1:10, Exam 2:10), Advocis (Exam 1:30, Exam 2:30), AIC (30), ICS (30)

  • CE Compliance Program Cycle 6

    Delivery: Online Mini-Course

    Topic Area: Compliance, Trading & Management

    Accreditations (Credits): Professional Development: CIWM (9). Compliance: IIROC (12), CIM (12), PFP (12), CIWM (3), MTI (12), Advocis (12),  FPSC (12)

  • CE Ethics Course, Retail Version

    Delivery: Online Mini-Course

    Topic Area: Compliance, Trading & Management

    Accreditations (Credits): Professional Development: CIWM (9). Compliance: IIROC (12), CIM  (12), CIWM (3), MTI (12), PFP (3), Advocis (12), AIC (10),  FPSC (12), FSCO (10), ICM/ICBC/ICS (10)

  • Chief Compliance Officers Qualifying Examination

    Delivery: Full Course

    Topic Area: Compliance, Trading & Management

    Accreditations (Credits): Professional Development: IIROC (30), CIM  (30), PFP (30), MTI (30), CIWM (15), Advocis (30). Compliance:  IIROC (12), CIM  (12), CIWM (3), PFP (3), FPSC (30)

  • Chief Financial Officer Qualifying Exam

    Delivery: Full Course

    Topic Area: Compliance, Trading & Management

    Accreditations (Credits): Professional Development: IIROC (30), CIM  (30), CIWM (15), PFP (30), MTI (30). Compliance:  IIROC (12), CIM  (12), CIWM (3), PFP (3)

  • Client Debt Assessment and Management

    Delivery: Online Mini-Course

    Topic Area: Client Relations & Development

    Accreditations (Credits): Professional Development: PFP (1), Advocis (1), AIC (1), IIROC (0.5), CIM  (0.5), FPSC (1),FSCO (1), CAAMP (8)

  • Commodities as Investments

    Delivery: Full Course

    Topic Area: Derivatives & Alternative Investments

    Accreditations (Credits): Professional Development: CFA (40), IIROC (30), CIM  (30), MTI (30), PFP (30), CIWM (15), FPSC (30)

  • Conduct and Practices Handbook Course(CPH)®

    Delivery: Full Course

    Topic Area: Compliance, Trading & Management

    Accreditations (Credits): Professional Development: PFP (30), MTI (30), CIWM (15), Advocis (30), FPSC (30). Compliance: CIWM (3), PFP (3)

  • Conflicts of Interest

    Delivery: Online Mini-Course

    Topic Area: Compliance, Management, Leadership & Licensing

    Accreditations(Credits):Professional Development: MTI (3), Advocis (3), CFA/SER (3), CFA/CIPM (3), FPSC (3). Compliance: IIROC (3), CIM (3), CIWM (3), PFP (3)

  • Consequences of Non-Compliance in the Securities Industry

    Delivery: Online Mini-Course

    Topic Area: Compliance, Trading & Management

    Accreditations(Credits):Professional Development: IIROC(3), CIM (3), CIWM(3), PFP(3), MTI(3), Advocis(3). Compliance: IIROC(3), CIM (3), CIWM(3), PFP(3), MTI(3), FPSC(3)

  • Covered Call Writing

    Delivery: Online Mini-Course

    Topic Area: Derivatives & Alternative Investments

    Accreditations(Credits): Professional Development: IIROC(3), CIM(3), CIWM(3), PFP(3), Advocis(3), FPSC(3)

  • CPH for Industry Professionals

    Delivery: Online Mini-Course

    Topic Area: Compliance, Trading & Management

    Accreditations(Credits): Professional Development: CIWM(3), PFP(3). Compliance: IIROC(3), CIM (3), CIWM(3)

  • Derivatives Fundamentals and Options Licensing

    Delivery: Full Course

    Topic Area: Derivatives & Alternative Investments

    Accreditations(Credits): Professional Development: IIROC(30), CIM(30), CIWM(15), MTI(30), PFP(30), Advocis(30), FPSC(30).

  • Derivatives Fundamentals Course

    Delivery: Full Course

    Topic Area: Derivatives & Alternative Investments

    Accreditations(Credits): Professional Development: IIROC(30), CIM(30), CIWM(15), MTI(30), PFP(30), Advocis(30), FPSC(30)

  • Developing a Social Media Plan for Financial Professionals

    Delivery: Online Mini-Course

    Topic Area:

    Accreditations(Credits): Professional Development: IIROC(1), CIM (1), CIWM(2), PFP(2), Advocis(2), AIC(2), FPSC(2), FSCO(2), ICS(2) ICM(2) ICBC(2), CAAMP(8)

  • Effective Management Seminar

    Delivery: In-Class Seminar

    Topic Area: Compliance, Trading & Management

    Accreditations(Credits): Professional Development:  IIROC(20), CIM (20), CIWM(15), PFP(20), Advocis (20), AIC(13), CAAMP(13). Compliance: IIROC(12), CIM (12), CIWM(3), PFP(3), FPSC(20),  FSCO(13), ICBC(5), ICM(5), ICS(13)

  • Enhancing Client Relationships - CRM Phase 2

    Delivery: Online Mini-Course

    Topic Area: Compliance, Trading & Management, Wealth Management

    Accreditations(Credits): Professional Development: CSF(3), IQPF(3), FPSC(3), AIC(3), ICBC(3), ICS(3), FSCO(3), ADVOCIS(3), ICM(3), CFA(3), CAAMP(3), Compliance: IIROC(3)

  • Enhanced Suitability for IIROC Advisors

    Delivery: Online Mini-Course

    Topic Area: Compliance, Trading & Management, Wealth Management

    Accreditations(Credits): Professional Development: CSF(3), IQPF(3), FPSC(3), AIC(3), ICBC(3), ICS(3), FSCO(3), ADVOCIS(3), ICM(3), CFA(3), CAAMP(3), Compliance: IIROC(3)

  • Estate and Trust Administration

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Advocis(45), AIC(30), FPSC(45), FSCO(30), ICBC(30), ICS(30)

  • Estate Planning

    Delivery: Online Mini-Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(3), CIM (3), PFP(3), Advocis(3), AIC(3) FPSC(3), FSCO(3), ICBC(3), ICS(3)

  • ETFs: Evolution and Emerging Trends

    Delivery: Online Mini-Course

    Topic Area: Compliance, Trading & Management

    Accreditations(Credits): Professional Development: IIROC(3), CIM (3), CIWM(3), PFP(3), MTI(3), Advocis(3), AIC(3) CFA (3), FPSC(3)

  • Ethical Practice in the Financial Services Industry

    Delivery: Online Mini-Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(10), CIM (10), CIWM(10), PFP(10), MTI(10), Advocis(10), AIC (10), CAAMP(10). Compliance: IIROC(10), CIM (10), PFP(3), FPSC(10), FSCO(10), ICBC(10), ICS(10)

  • Executive Compensation (EXCO)

    Delivery: Online Mini-Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(3), Advocis(3), FPSC (3), AIC (3)

  • Financial Management at Your Client's Retirement

    Delivery: Online Mini-Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(3), CIWM(3), CIM(3), MTI(3), PFP(3), FPSC (3), CAAMP(3), AIC(3), ADVOCIS(3), ICM(3)

  • Financial Markets Risk Management Course

    Delivery: Full Course

    Topic Area: Derivatives & Alternative Investments

    Accreditations(Credits): Professional Development: IIROC(30), CIM (30), CIWM(15), MTI(30), PFP(30), Advocis(30), CFA (40), FPSC(30), FSCO (15)

  • Financial Planning for Snowbirds

    Delivery: Online Mini-Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(5), CIM (5), CIWM(5), PFP(5), MTI(5), Advocis(5), AIC(4), CFA (5), FPSC(5),FSCO(4), CAAMP(5)

  • Financial Planning I

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: CIM(30), MTI(30), Advocis(30), AIC(30), FPSC(30), FSCO(30), ICM(10), ICBC(10), ICS(30)

  • Financial Planning II

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(30), CIM (30), MTI(30), Advocis(30), AIC(30), CAAMP(30), FPSC(30), FSCO(30), ICS(30), ICM(10), ICBC(10)

  • Fixed Income Trading and Sales

    Delivery: Online Mini-Course

    Topic Area: Compliance, Trading & Management, Wealth Management

    Accreditations(Credits): Professional Development: CSF(3), IQPF(3), FPSC(3), AIC(3), ICBC(3), ICS(3), FSCO(3), ADVOCIS(3), ICM(3), CFA(3), CAAMP(3), Compliance: IIROC(3)

  • Fraud - Protect Yourself and Your Firm

    Delivery: Online Mini-Course

    Topic Area: Compliance, Trading & Management

    Accreditations(Credits): Professional Development: IIROC(3), CIM (3), CIWM(3), MTI(3), Advocis(3), AIC(3). Compliance: IIROC(3), CIM (3), CIWM(3), PFP(3), FPSC(3), FSCO(3), ICBC(3), ICS(3)

  • Fundamentals of Personal Finance - Quebec

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Advocis(45), AIC(30), FPSC(45)

  • Future Licensing Course

    Delivery: Full Course

    Topic Area: Derivatives & Alternative Investments

    Accreditations(Credits): Professional Development: IIROC(30), CIM (30), PFP(30), MTI(30), CIWM(15), Advocis(30), FPSC(30)

  • Guidelines for Financial Professionals Using Social Media

    Delivery: Online Mini-Course

    Topic Area:

    Accreditations(Credits): Professional Development: IIROC(1), CIM(1), CIWM(1), PFP(1), Advocis(1), AIC(1),FPSC (1), ICM(1), ICBC(1), CAAMP(8 )

  • Guide to International Investing

    Delivery: Online Mini-Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(3), CIWM (3), CIM(3), CFA(3)

  • Hedge Fund Essentials for Today's Financial Professional

    Delivery: Online Mini-Course

    Topic Area: Derivatives & Alternative Investments

    Accreditations(Credits): Professional Development: IIROC(9), CIM (9), CIWM(9), PFP(9), MTI(9), Advocis(9), AIC(9), FPSC(9), FSCO(9), ICS(9)

  • How Mutual Funds and Hedge Funds Use Derivatives

    Delivery: Online Mini-Course

    Topic Area: Derivatives & Alternative Investments

    Accreditations(Credits): Professional Development: IIROC(6), CIM (6), CIWM(6), PFP(6), MTI(6), Advocis(6), AIC(3), FPSC(6), FSCO(3), ICS(3)

  • Identifying a Private Client's Corporate Banking Needs (ICCB)

    Delivery: Online Mini-Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(3), Advocis(3), FPSC (3), AIC (3)

  • Individual Pension Plans

    Delivery: Online Mini-Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(3), CIM (3), CIWM(3), PFP(3), MTI(3), Advocis (3), AIC(3), CFA(3), CFA/CIPM(5), FPSC(3), FSCO(3), ICBC(3), ICM(3), ICS(3)

  • Insider Trading: Regulations and Prevention

    Delivery: Online Mini-Course

    Topic Area: Compliance, Trading & Management

    Accreditations(Credits): Professional Development: CIWM(3), Advocis(3), MTI(3). Compliance: IIROC(3), CIWM(3), CIM(3), PFP(3), FPSC (3)

  • International Taxation for Canadians

    Delivery: Online Mini Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(9), CIWM(9), CIM(9), MTI(9), PFP(9), FPSC (9), AIC(9), ADVOCIS(9), CFA(9), FSCO(9), ICBC(9), ICM(9), ICS(9)

  • Insurance and Retirement - Quebec

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Advocis(45), FPSC(45)

  • Introduction to Social Media for Financial Professionals

    Delivery: Online Mini-Course

    Topic Area:

    Accreditations(Credits): Professional Development: IIROC(0.75), CIM (0.75), CIWM(1), PFP(1), Advocis(1), AIC(1), FPSC(1), FSCO(1), ICM(1), ICBC(1), CAAMP(8)

  • Investment and Tax Planning - Quebec

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Advocis(45), FPSC (45)

  • Investment and Taxation Fundamentals - Quebec

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Advocis(45), FPSC (45)

  • Investment Funds in Canada Course

    Delivery: Full Course

    Topic Area: Investments & Portfolio Management

    Accreditations(Credits): Advocis(30), AIC(30), FPSC(30), FSCO(30), ICS (30)

  • Investment Management Techniques Course

    Delivery: Full Course

    Topic Area: Investments & Portfolio Management

    Accreditations(Credits): Professional Development: IIROC(30), MTI (30), PFP(30 ), Advocis(Exam 1:30, Exam 2:30), AIC(30), FPSC(Exam 1:30, Exam 2:30 ), FSCO(30), ICBC(30), ICS(30)

  • Investment Strategies for Retirees

    Delivery: Online Mini-Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(3), CIM (3), CIWM(3), PFP(3), Advocis(3), AIC(3), FPSC(3), FSCO(3), ICBC(3), ICS(3)

  • Investor Confidence

    Delivery: Online Mini-Course

    Topic Area: Compliance, Trading & Management

    Accreditations(Credits): Professional Development: IIROC(3), CIM (3), CIWM(3), PFP(3), MTI(3), Advocis(3), AIC(3). Compliance: IIROC(3), CIM (3), CIWM(3), FPSC(3), FSCO(3), ICS(3)

  • Know Your Product

    Delivery: Online Mini-Course

    Topic Area: Compliance, Trading & Management

    Accreditations(Credits): IIROC(3), CIM  (3), CIWM(3), PFP(3), Advocis(3), AIC(3). Compliance:   IIROC (3), CIM  (3), CIWM(3), PFP(3), FPSC(3), FSCO(3), ICS (3)

  • Knowing the Investor

    Delivery: Online Mini-Course

    Topic Area: Compliance, Trading & Management

    Accreditations(Credits): Professional Development: IIROC(5), CIM (5), CIWM(5), PFP(5), MTI(5), Advocis(5). Compliance: IIROC(5), CIM (5), CIWM(5), PFP(3), FPSC(5)

  • Legal and Ethical Aspects of Financial Planning

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(30), CIM (30), Advocis(45), FPSC(45)

  • LLQP Insurance Course

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations (Credits): Professional Development:  IIROC (30), CIM  (30), CIWM (15), PFP (30), MTI (30) FPSC (30),FSCO (30)

  • Options Licensing Course

    Delivery: Full Course

    Topic Area: Derivatives & Alternative Investments

    Accreditations(Credits): Professional Development: IIROC(30), CIM (30), PFP(30), MTI(30), CIWM(15), Advocis(30), FPSC(30)

  • Options Strategies Course

    Delivery: Full Course

    Topic Area: Derivatives & Alternative Investments

    Accreditations(Credits): Professional Development: IIROC(30), CIM (30), CIWM(15), PFP(30), MTI(30), Advocis(30), FPSC(30), CFA (40)

  • Options Supervisors Course

    Delivery: Full Course

    Topic Area: Compliance, Trading & Management

    Accreditations(Credits): Professional Development: IIROC(30), CIM (30), CIWM(15), PFP(30), MTI(30), Advocis(30), CFA (40). Compliance: IIROC(12), CIM (12), CIWM(3), PFP(3), FPSC(30)

  • Overview of Institutional Markets

    Delivery: Online Mini-Course

    Topic Area: The Institutional Marketplace, Guidelines & Restrictions, Clearing & Settlement

    Accreditations(Credits): Professional Development: IIROC(3), CFA (3), CIM(3)

  • Overview and Trends: Trade Desk Risk Management and Compliance

    Delivery: Online Mini Course

    Topic Area: Compliance, Management, Leadership & Licensing

    Accreditations(Credits):Professional Development: IIROC (12), CIM (12)

  • Partners, Directors and Senior Officers Course

    Delivery: Full Course

    Topic Area: Compliance, Trading & Management

    Accreditations(Credits): Professional Development: IIROC (30), CIM  (30), CIWM(15), PFP(30), MTI(30), Advocis(30). Compliance: IIROC(12), CIM  (12), CIWM(3), PFP(3), FPSC(30)

  • Personal Financial Services Advice

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): CIM(30), MTI(30), AIC(30), FSCO (30), ICBC(30), ICS(30)

  • Planned Charitable Giving

    Delivery: Online Mini-Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(3), CIM (3), CIWM(3), AIC(3), FSCO(3)

  • Portfolio Management Techniques(PMT)® Course

    Delivery: Full Course

    Topic Area: Investments & Portfolio Management

    Accreditations(Credits): Professional Development: IIROC(30), MTI(30), PFP(30), Advocis(45), AIC(22.5), FPSC(30), FSCO(22.5), ICBC(22.5), ICS(22.5)

  • Portfolio Theory, Asset Allocation and Performance Measurement

    Delivery: Online Mini-Course

    Topic Area: Investments & Portfolio Management

    Accreditations(Credits): Professional Development: IIROC(3), CIWM (3), CIM(3), PFP(3), MTI(3), Advocis(3), AIC(3) (3), FPSC (3), FSCO(3), ICS(3)

  • Preparing for Retirement

    Delivery: Online Mini-Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(3), CIWM(3), CIM(3), MTI(3), PFP(3), FPSC (3), CAAMP(3), AIC(3), ADVOCIS(3), ICM(3)

  • Principal-Protected Notes

    Delivery: Online Mini-Course

    Topic Area: Derivatives & Alternative Investments

    Accreditations(Credits): Professional Development: IIROC(6), CIWM (6), CIM(6), MTI(6), PFP(6), Advocis(6), CFA(6), FPSC(6), FSCO(3), AIC(3), ICS(3)

  • Responsible Investment: Trends and Opportunities

    Delivery: Full Course

    Topic Area: Responsible Investment, RI Strategies, Investments and Trends, RI Performance Myths, Integrating RI into Your Investment Practice

    Accreditations(Credits): Professional Development: IIROC(3), CFA (3), CIM(3), CIWM(3), MTI(3), PFP (3), Advocis(3), FPSC(3), CFA(3)

  • Risk Management and Estate Planning - Quebec

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Advocis(45), FPSC(45)

  • Risk Management in the Securities Industry

    Delivery: Online Mini-Course

    Topic Area: Compliance, Trading & Management

    Accreditations(Credits): Professional Development: IIROC(3), CIWM (3), CIM(3), PFP(3), Advocis(3), AIC(3) Compliance: IIROC(3), CIWM (3) , CIM(3), PFP(3), FPSC(3)

  • Role of the Gatekeeper

    Delivery: Online Mini-Course

    Topic Area: Compliance, Trading & Management

    Accreditations(Credits): Professional Development: IIROC(3), CIWM(3), CIM(3), PFP(3), Advocis(3), AIC(3) Compliance: IIROC(3), CIWM(3), CIM(3), PFP(3), FPSC(3)

  • Safeguard Elderly Clients from Financial Fraud

    Delivery: Online Mini-Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(1), CIM (1), Advocis(1), AIC(1), FPSC(1), FSCO(1), ICM (1), CAAMP(8)

  • Safeguarding Market Integrity: Challenges and Solutions

    Delivery: Online Mini-Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(9), CIM(9), CIWM(9), PFP (3), Advocis(9), FPSC(9),

  • Segregated Funds

    Delivery: Online Mini-Course

    Topic Area: Investments & Portfolio Management

    Accreditations(Credits): Professional Development: IIROC(3), CIWM (3), CIM(3), PFP(3), MTI (3), Advocis(3), AIC(2.75), FPSC(3), FSCO(2.75), ICBC(2.75), ICS(2.75), ICM (5)

  • Technical Analysis Course

    Delivery: Full Course

    Topic Area: Investments & Portfolio Management

    Accreditations(Credits): Professional Development: IIROC(30), CIM(30), CIWM(15), MTI(30), PFP(30), Advocis(30), CFA(40), FPSC(30)

  • The Gold Market - An Industry Overview and Investment Options

    Delivery: Online Mini-Course

    Topic Area: Investment & Portfolio Management

    Accreditations(Credits): Professional Development: IIROC (3), CIM (3), CIWM (3), MTI (3), PFP (3), Advocis(3), FPSC(3)

  • The Natural Gas Market

    Delivery: Online Mini-Course

    Topic Area: Investment & Portfolio Management

    Accreditations(Credits):Professional Development: IIROC (3), CIM (3), CIWM (3), MTI (3), PFP (3), Advocis(3), FPSC(3)

  • The Crude Oil Market - Industry Overview and investment Options

    Delivery: Online Mini-Course

    Topic Area: Investment & Portfolio Management

    Accreditations(Credits): Professional Development: IIROC (3), CIM (3), CIWM (3), MTI (3), PFP (3), Advocis(3), FPSC(3)

  • Trader Training Course

    Delivery: Full Course

    Topic Area: Compliance, Trading & Management

    Accreditations(Credits): Professional Development: IIROC(30), CIM(30), FPSC(30)

  • Understanding High Frequency Trading

    Delivery: Online Mini-Course

    Topic Area: Algorithmic trading, co-location, latency, liquidity rebates, sponsored access and direct market access

    Accreditations(Credits): Professional Development: IIROC(3), CFA (3), CIM(3), CIWM(3), PFP (3), Advocis(3), FPSC(3), CFA(3), ICM(5)

  • Understanding Investment Dealer Business Units

    Delivery: Online Mini-Course

    Topic Area: Compliance, Trading & Management

    Accreditations(Credits): Professional Development: IIROC(6), CIWM (6), CIM(6), PFP(6), MTI (6), CFA(3). Compliance: IIROC(3), CIWM (3), CIM(3), PFP(3)

  • Understanding Private Equity

    Delivery: Online Mini-Course

    Topic Area: Derivatives & Alternative Investments

    Accreditations(Credits): Professional Development: IIROC(3), CIWM (3), CIM(3), PFP(3), MTI (3), Advocis(3), AIC(3), CFA(3), FPSC(3), FSCO(3), ICBC(3), ICS(3)

  • Understanding TFSAs

    Delivery: Online Mini-Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC (3), CIWM(3), CIM(3), PFP(3), MTI(3), Advocis(3), AIC(3), FPSC(3), FSCO(3), ICBC(3), ICS(3)

  • Understanding the Needs of New Immigrant Clients

    Delivery: Online Mini-Course

    Topic Area: Investments & Portfolio Management

    Accreditations(Credits): Professional Development: IIROC(1), CIM(1), CIWM(2), MTI (2), PFP(2), Advocis(2), AIC(2), FPSC(2), FSCO(2), ICM(2), ICBC(2), CAAMP(8), ICS(2)

  • Wealth Management Essentials

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(30), CIM (30), MTI(30), PFP(30), Advocis(45), AIC(30), FPSC(Exam 1:30, Exam 2:30), FSCO(30), ICS(30), ICBC(30), CAAMP(24), ICM (10)

  • Working with Aging Clients: Best Practices and Compliance Guidance

    Delivery: Online Mini-Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(3), CIWM(3), CIM(3), PFP(3), MTI (3), Advocis(3), AIC(3), CFA(3), FPSC(3), FSCO(3), ICBC(3), ICM(3), ICS(3), CAAMP(3)

  • Understanding the Small Business Environment

    Delivery: Full Course

    Topic Area:

    Accreditations(Credits): Professional Development: CIWM(15), MTI(30), PFP (30), Advocis(30), CAAMP(8), FPSC (15)

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