Welcome to the CE Finder Tool

Discover online mini-courses, in-class seminars or full courses you need to complete your CE requirements. To get started, follow these 3 simple steps:

  1. Step 1: Filter

    Using the menu on the right, select your desired CE:

  2. Step 2: Add To Cart

    Select the desired CE course(s) using the Add to Cart buttons.

  3. Step 3: Checkout

    Click the Check Out button and proceed with your enrolment process.

Explore Your CE

Need help? Contact us

  • Accounting

    Delivery: Full Course

    Topic Area: Financial Planning and Insurance

    Accreditations (Credits): Professional Development: Advocis (45), FP Canada (45)

  • Advanced Derivatives Market Strategies Course (ADMS)

    Delivery: Full Course

    Topic Area: Investment Management & Trading

    Accreditations (Credits): Professional Development: IIROC (20), CIM (40),CIWM (18),FP Canada (30), MTI (18), PFP (27), CFA (20)

  • Advanced Estate Planning and Trust Strategies

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations (Credits): Professional Development: IIROC (20), CIM (40),FP Canada (30),ICM (26), MTI (30), PFP (24), Advocis (45), AIC (30), CFA/PD (40), CFA/CIPM (40)

  • Advanced Investment Strategies (AIS)

    Delivery: Full Course

    Topic Area: Wealth Management

    Accreditations (Credits): Professional Development: IIROC (20), CIM (40),FP Canada (25),ICM (5), MTI (15), PFP (15), Advocis (45), AIC (5)

  • Advanced Retirement Management Strategies

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations (Credits): Professional Development: IIROC (20), CIM (40), PFP (30), MTI (30), FP Canada (30), FSCO (20), Advocis (45), AIC (20), CFA/PD (40), CFA/CIPM(40), ICBC(20), ICM(20), ICS(10)

  • Alternative Investment Strategies: Hedge Funds & Liquid Alts

    Delivery: Online Mini-Course

    Topic Area: Derivatives & Alternative Investments

    Accreditations(Credits): Professional Development: IIROC(6), CIM (6), CIWM(6), PFP(6), MTI(6), Advocis(3), AIC(3), CFA/PD(6), CFA/CIPM(6), FP Canada (6), FSCO(3), ICB(3), ICM(3), ICS(3)

  • 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), FP Canada (2), PFP (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), PFP (3), CIM (3), CIWM (3), FP Canada (3)

  • Applied Financial Planning(AFP) Certification Examination

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations (Credits): Professional Development: IIROC (20), CIM (40), MTI (30), Advocis (30), AIC (30), FP Canada (30), FSCO (15), ICM(15), ICBC(15), ICS (10), AMP (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)

  • Bank Management Fundamentals Course (BMF)

    Delivery: Course

    Topic Area: Retail Banking

    Accreditations (Credits): Professional Development: PFP (9), FP Canada (9).

  • 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), CIWM(9), CIM (9), MTI (9), PFP (9), Advocis (9), AIC (9), CFA (9), FP Canada (9),FSCO (9), ICBC/ICM/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), FP Canada (3), AMP(3), AIC(3), ADVOCIS(3), FSCO (3), ICBC/ICM/ICS (3).

  • Best Execution for Investment Representatives

    Delivery: Online Mini-Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Compliance IIROC(5), CIWM(3), CIM(5), MTI(5), PFP(5), FP Canada (5), CFA/PD (3), CFA/SER (2), CFA/CIPM (5)

  • Best Execution for Institutional Registrants

    Delivery: Online Mini-Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Compliance IIROC(5), CIWM(3), CIM(5), MTI(5), PFP(5), FP Canada (5), CFA/PD (3), CFA/SER (2), CFA/CIPM (5)

  • 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), FP Canada (30), FSCO/ICS (13). Compliance: CIM (10), CIWM (3), PFP (3), ICS(5)

  • Branch Managers Course

    Delivery: Full Course

    Topic Area: Compliance, Trading & Management

    Accreditations (Credits): Professional Development: IIROC (20), CIWM (15), CIM (40), PFP (30), Advocis (30), CIWM (15), MTI (12). Compliance: IIROC (10), CIM (10) CIWM (3), PFP (3), FP Canada (30)

  • Bringing New Issues to Market

    Delivery: Online Mini Course

    Topic Area: Compliance, Trading & Management

    Accreditations (Credits): Compliance: IIROC (3), CIM(3), MTI(3), CIWM (3), PFP (3), FP Canada (3), CFA (3), ADVOCIS(3)

  • Building a Mutual Funds Advisory Practice (BMAP)

    Delivery: Full Course

    Topic Area: Investment Management and Trading

    Accreditations(Credits): Professional Development: PFP(20), Advocis(30), AIS(5), ICB(5), ICM(5), ICS(5), FP Canada (30)

  • Building Relationships with Small Business Clients (BRSB)

    Delivery: Course

    Topic Area: Business Banking

    Accreditations(Credits): Professional Development: IIROC (20), CIM(40), CIWM(15), PFP(15), Advocis(30), AIS(5), ICB(5), ICM(5), ICS(5), FP Canada (30)

  • Business Development Planning (BDPM)

    Delivery: Course

    Topic Area: Retail Banking

    Accreditations(Credits): Professional Development: PFP(15), FP Canada (5), AMP(8)

  • Business Succession Planning

    Delivery: Online Mini-Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Proffesional Development: IIROC(4), CIM(4), MTI(4), AIC(4), PFP(4), CFA(4), FP Canada (4), FSCO(4), ADVOCIS(4), ICBC/ICM/ICS (4)

  • Business Taxation Issues and Planning

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Proffessional Development: IIROC(15), CIM(15), CIWM(15), MTI(15), AIC(12), PFP(15), FP Canada (15), FSCO(12), ICBC(12), ICS(12), AMP(6), ADVOCIS(15)

  • Canadian Commodity Supervisors Exam Course

    Delivery: Full Course

    Topic Area: Compliance, Trading & Management

    Accreditations (Credits): Professional Development: IIROC (20), CIM (40), CIWM (15), PFP (30), MTI (30), Advocis (30). Compliance: IIROC (10), CIM (10), CIWM (3), PFP (3), FP Canada (30)

  • Canadian OTC Derivatives Market Reform

    Delivery: Online Mini Course

    Topic Area: Compliance, Trading & Management

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

  • Canadian Securities Course

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations (Credits): FP Canada (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 (5)

  • Case Application Examination (0537)

    Delivery: Course

    Topic Area: Compliance, Trading & Management

    Accreditations (Credits):Compliance: Advocis (45), FP Canada (45)

  • CE Compliance Program Cycle 7

    Delivery: Online Mini-Course

    Topic Area: Compliance, Trading & Management

    Accreditations (Credits):Compliance: IIROC (10), CIM (10)

  • CE Ethics Course, Retail Version

    Delivery: Online Mini-Course

    Topic Area: Compliance, Trading & Management

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

  • Chief Compliance Officers Qualifying Examination

    Delivery: Full Course

    Topic Area: Compliance, Trading & Management

    Accreditations (Credits): Professional Development: IIROC (20), CIM (40), PFP (30), MTI (30), CIWM (15), Advocis (30). Compliance: IIROC (10), CIM (10), CIWM (3), PFP (3), FP Canada (30), ICM (5)

  • Chief Financial Officer Qualifying Exam

    Delivery: Full Course

    Topic Area: Compliance, Trading & Management

    Accreditations (Credits): Professional Development: IIROC (20), CIM (40), PFP (30), MTI (30), CIWM (15). Compliance: IIROC (10), CIM (10), 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), FP Canada (1), AMP (8)

  • Communicating to Succeed Business Communications

    Delivery: CourseCommunicating

    Topic Area: Retail Banking

    Accreditations (Credits): Professional Development: IIROC(10), PFP (10), MTI (10), CIM (10), Advocis (10), FP Canada (10), FSCO (10), AMP(5), AIC (10)

  • Communicating to Succeed Business Writing

    Delivery: Course Communicating

    Topic Area: Retail Banking

    Accreditations (Credits): Professional Development: IIROC(10), PFP (10), MTI (10), CIM (10), Advocis (10), FP Canada (10), FSCO (10), AMP(5), AIC (10)

  • Communicating to Succeed Interpersonal Communications

    Delivery: Course Communicating

    Topic Area: Retail Banking

    Accreditations (Credits): Professional Development: IIROC(10), PFP (10), MTI (10), CIM (10), Advocis (10), FP Canada (10), FSCO (10), AMP(5), AIC (10)

  • Conduct and Practices Handbook Course(CPH)®

    Delivery: Full Course

    Topic Area: Compliance, Trading & Management

    Accreditations (Credits): Professional Development: PFP (30), MTI (30), CIWM (10), Advocis (30), FP Canada (30). Compliance: CIWM (3), PFP (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), FP Canada (3)

  • Culture of Compliance: Working in Financial Services

    Delivery: Online Mini-Course

    Topic Area: Retail Banking

    Accreditations(Credits): Compliance: CIM(1), MTI(1), PFP(1), Advocis(1), FP Canada (1)

  • CSI Capstone Course for CFP® Certification

    Delivery: Full Course

    Topic Area: Financial Planning and Insurance

    Accreditations(Credits): Professional Development: IIROC(20), CIM(40), MTI (30), Advocis(30), AIC(30), FSC0(30), ICM(10), ICBC(15), ICS(10)

  • Cybersecurity

    Delivery: Online Mini-Course

    Topic Area: Derivatives & Alternative Investments

    Accreditations(Credits): Compliance: IIROC(2.5), CIM(2.5), CIWM(2.5), MTI (2.5), PFP(2.5), Advocis(2.5), CFA/SER(2), CFA/CIPM(2.5), FP Canada (2.5), FSC0(2.5), ICM(2.5), ICBC(2.5), ICS(2.5)

  • Dealer Capital Requirements: What You Should Know

    Delivery: Full Course

    Topic Area: Derivatives & Alternative Investments

    Accreditations(Credits): Professional Development: IIROC(2.5), CIM(2.5), CIWM(2.5), MTI (2.5), PFP(2.5), Advocis(2.5), CFA/SER(2), CFA/CIPM(2.5), FP Canada (2.5)

  • Dealing With Seniors

    Delivery: Full Course

    Topic Area: Derivatives & Alternative Investments

    Accreditations(Credits):Compliance: IIROC(2.5), CIM(2.5), CIWM(2.5), MTI (2.5), PFP(2.5), Advocis(2.5), CFA/SER(2), CFA/CIPM(2.5), FP Canada (2.5), FSC0(2.5), ICM(2.5), ICBC(2.5), ICS(2.5)

  • Delivering Small Business Solutions (DSBS)

    Delivery: Full Course

    Topic Area: Derivatives & Alternative Investments

    Accreditations(Credits): Professional Development: PFP(30), Advocis(30), AMP(8), FP Canada (30).

  • Derivatives Fundamentals and Options Licensing

    Delivery: Full Course

    Topic Area: Derivatives & Alternative Investments

    Accreditations(Credits): Professional Development: IIROC(20), CIM(40), CIWM(15), MTI(30), PFP(30), Advocis(30), FP Canada (30).

  • Derivatives Fundamentals Course

    Delivery: Full Course

    Topic Area: Derivatives & Alternative Investments

    Accreditations(Credits): Professional Development: IIROC(20), CIM(40), CIWM(15), MTI(30), PFP(30), Advocis(30), FP Canada (30).

  • Economics (0960)

    Delivery: Full Course

    Topic Area: Compliance, Trading & Management

    Accreditations(Credits): Professional Development: Advocis (45), FP Canada (45).

  • 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), AMP(13). Compliance: IIROC(10), CIM (10), CIWM(3), PFP(3), FP Canada (20), FSCO(13), ICBC(5), ICM(5), ICS(3)

  • Enhancing Client Relationships - CRM Phase 2

    Delivery: Online Mini-Course

    Topic Area: Compliance, Trading & Management, Wealth Management

    Accreditations(Credits): Professional Development: CFA/CIPM(3), CFA/SER(2), CFA/PD (3), IQPF(3), FP Canada (3), ADVOCIS(3), CFA(3), AMP(3), Compliance: IIROC(3), CIM(3), CIWM(3), PFP(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), FP Canada (3), ADVOCIS(3), CIM(3), CIWM(3), PFP(3). Compliance: IIROC(3), CIM(3), CIWM(3), PFP(3)

  • Equity Trading and Sales (ETS)

    Delivery: Full Course

    Topic Area: Investment Management & Trading

    Accreditations(Credits): Professional Development: IIROC(9), CIM(9) CIWM(9), PFP(9). Compliance: Advocis(9), PFP(3), CIM(3), CIWM(9), FP Canada (9), CFA/PD(9), CFA/SER(2), CFA/CIPD(9).

  • Estate and Trust Administration - Civil Code (Quebec)

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: Advocis(45), PFP(45), FP Canada (45)

  • Estate and Trust Administration - Common Law (Rest of Canada)

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: Advocis(45), PFP(45), FP Canada (45)

  • Estate and Trust Asset Management

    Delivery: Full Course

    Topic Area: Wealth Management

    Accreditations(Credits): Professional Development: Advocis(25), PFP(25), CIWM(15), FP Canada (25)

  • 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) FP Canada (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/PD (3), CFA/CIPM (3) FP Canada (3) , FSCO(3), ICS(3), ICM(3), ICBC(3)

  • ETFs for Mutual Fund Representatives

    Delivery: Online Mini-Course

    Topic Area: Compliance, Trading & Management

    Accreditations(Credits): Professional Development: IIROC(6), CIM (10), CIWM(10), PFP(10), MTI(10), Advocis(10), AIC(10), CFA/PD (10), CFA/CIPM (10) FP Canada (10) , FSCO(10), ICS(5), ICM(10), ICBC(10)

  • 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). Compliance: IIROC(10), CIM (10), PFP(3), FP Canada (10), FSCO(10), ICBC(10), ICS(3)

  • Ethics and the Client Experience - Estates and Trusts (ECE)

    Delivery: Online-Mini course

    Topic Area: Wealth Management

    Accreditations (Credits):Professional Development: Advocis(25), PFP(25), CIWM(15), FP Canada (25)

  • Ethics For Institutional Registrants

    Delivery: Online Mini-Course

    Topic Area: Compliance, Trading & Management

    Accreditations (Credits): Professional Development: CFA (1). Compliance: IIROC (3), CIM (3), CIWM (3), MTI (3), PFP (3), Advocis (3), CFA/SER (2), CFA/CIPM (3),FP Canada (3)

  • Executive Compensation (EXCO)

    Delivery: Online Mini-Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(3), Advocis(3), FP Canada (3), AIC (3), ICM (3), ICBC (3), FSCO (3), ICS (3), PFP (3), CIWM(3), CIM (3), CFA (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), FP Canada (3), FSCO (3), AMP(3), AIC(3), ADVOCIS(3), ICM(3), ICS(3), ICBC(3)

  • Financial Planning for Business - Quebec

    Delivery: Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: Advocis(45), FP Canada (45)

  • 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), FP Canada (5),FSCO(4), AMP(5), ICS(4), ICBC(4), FSCO(4), CFA/CIPM (5), CFA/PD (5)

  • Financial Planning I

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: CIM(40), MTI(30), Advocis(30), AIC(30), FP Canada (30), FSCO(30), ICM(10), ICBC(10), ICS(10)

  • Financial Planning II

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(20), CIM (40), MTI(30), Advocis(30), AIC(30), AMP(30), FP Canada (30), FSCO(30), ICS(10), ICM(10), ICBC(10)

  • Financial Services Industry: Business Drivers and Challenges (FSDC)

    Delivery: Full Course

    Topic Area: Management Supervision and Compliance

    Accreditations(Credits): Professional Development: IIROC(20), CIM (20), CIWM (15), PFP (20), MTI(20), Advocis(20), AIC(10), AMP(5), CFA/PD (20), FP Canada (20), FSCO(10), ICS(5), ICM(5), ICBC(5)

  • Fixed Income Trading and Sales

    Delivery: Online Mini-Course

    Topic Area: Compliance, Trading & Management, Wealth Management

    Accreditations(Credits): Professional Development: IIROC(9) CIWM(6), CFA(9) Compliance: IIROC(3),CIM(9), MTI(3) CFA/SER(2), CFA/CIPM(9), IQPF(3), FP Canada (9), ADVOCIS(9)

  • Fundamentals of Financial Planning (FOFP)

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): IIROC(20), Advocis(30), AIC(30), CIM(40), MTI(9), FSCO(30), ICBC(30), ICM(5), ICS(10)

  • Fundamentals of Personal Finance - Quebec

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Advocis(45), AIC(30), FP Canada (45)

  • Future Licensing Course

    Delivery: Full Course

    Topic Area: Derivatives & Alternative Investments

    Accreditations(Credits): Professional Development: IIROC(20), CIM (40), PFP(30), MTI(30), CIWM(15), Advocis(30), FP Canada (30)

  • 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/PD(3), CFA/CIPM(3)

  • 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), FP Canada (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), FP Canada (3), MTI (3), PFP (3), CIM (3), CIWM (3), CFA/PD (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), FP Canada (3), FSCO(3), ICBC(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), FP Canada (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), FP Canada (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), FP Canada (45)

  • Investment Dealer Compliance

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Compliance: IIROC (10), CIM(10), CFA/PD(10), CFA/SER(2)

  • Investment and Tax Planning - Quebec

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Advocis(45), FP Canada (45)

  • Investment and Taxation Fundamentals - Quebec

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Advocis(45), FP Canada (45)

  • Investment Funds in Canada Course

    Delivery: Full Course

    Topic Area: Investments & Portfolio Management

    Accreditations(Credits): Advocis(30), AIC(30), FP Canada (30), FSCO(30), ICS (5), ICM (10), ICBC (30)

  • Investment Management Techniques Course

    Delivery: Full Course

    Topic Area: Investments & Portfolio Management

    Accreditations(Credits): Professional Development: IIROC(20), MTI (30), PFP(30), Advocis(Exam 1:30, Exam 2:30), AIC(30), FP Canada (Exam 1:30, Exam 2:30), FSCO(30), ICBC(30), ICS(5)

  • 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), FP Canada (3), FSCO(3), ICBC(3), ICS(3)

  • Laws of Estates and Trusts Civil Code (Quebec)

    Delivery: Course

    Topic Area: Compliance, Trading & Management

    Accreditations (Credits): Professional Development: CIWM (15) PFP(25), Advocis (25), FP Canada (25)

  • Laws of Estates and Trusts Civil Code (Rest of Canada)

    Delivery: Course

    Topic Area: Compliance, Trading & Management

    Accreditations (Credits): Professional Development: CIWM (15) PFP(15), Advocis (25), FP Canada (25)

  • Legal and Ethical Aspects of Financial Planning

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(20), CIM (40), Advocis(45), FP Canada (45)

  • Liability for Tax, Attribution Rules & Income Splitting Techniques

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(10), CIM (10), CIWM (10), PFP (10), Advocis(10), FP Canada (10), ICS (10), AIC (8), AMP (8), FSCO (8), ICBC (8), ICS (8)

  • LLQP Insurance Course(Common Law)

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations (Credits): Professional Development: IIROC (20), CIM (20), CIWM (15), PFP (15), MTI (15) FP Canada (20),FSCO (20). Compliance: CIWM(3), PFP(3)

  • LLQP Insurance Course(Civil Code)

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations (Credits): Professional Development: IIROC (20), CIM (12), CIWM (15), PFP (15), MTI (30) FP Canada (30),FSCO (30). Compliance: CIWM(3), PFP(3)

  • LLQP Insurance Course(Canada)

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations (Credits): Professional Development: IIROC (20), CIM (12), CIWM (15), PFP (15), MTI (30) FP Canada (30),FSCO (30). Compliance: CIWM(3), PFP(3)

  • Making Your Message Stick with Today's Client

    Delivery: Course

    Topic Area: Financial Planning, & Insurance

    Accreditations (Credits): Professional Development: IIROC(6), CIWM (6), CIM(6), PFP(6), Advocis(6), AIC(6), AMP(6), FP Canada (6),FSCO(6), CFA/CIPM(6), CFA/PD(6), ICBC(6), ICM(6), ICS(6)

  • Managed Accounts: Compliance Issues and Considerations

    Delivery: Online mini course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations (Credits): Compliance: IIROC(2.5), CIWM (2.5), CIM(2.5), MTI(2.5), PFP(2.5), FP Canada (2.5), CFA/CIPD(2.5), CFA/SER(2)

  • Managing Compensation Related Conflicts of Interest

    Delivery: Online mini course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations (Credits): Compliance: IIROC (5), CIM (5), CIWM (3), PFP (5), MTI (5),FSCO (3), FP Canada (5), Advocis (5), AIS (3), ICS (3), ICM (3), ICBC (3)

  • Moody's Analytics Analyzing Commercial Real Estate (ACRE)

    Delivery: Full Course

    Topic Area: Business Banking

    Accreditations(Credits): Professional Development: CIWM(15), AMP(8)

  • Moody's Analytics Commercial Lending (CLCA)

    Delivery: Full Course

    Topic Area: Business Banking

    Accreditations(Credits): Professional Development: CIWM(15), AMP(8)

  • Moody's Analytics Managing Client Relationships (MCR)

    Delivery: Full Course

    Topic Area: Business Banking

    Accreditations(Credits): Professional Development: CIWM(10), AMP(8)

  • Moody's Analytics Problem Loans Course (PLC)

    Delivery: Full Course

    Topic Area: Business Banking

    Accreditations(Credits): PFP(9), CFA/PD (9)

  • Moody's Analytics Profitability and Credit Risk (PCR)

    Delivery: Full Course

    Topic Area: Business Banking

    Accreditations(Credits): PFP(9), CFA/PD 7.5)

  • Moody's Analytics Small Business Lending (SBL)

    Delivery: Full Course

    Topic Area: Business Banking

    Accreditations(Credits): PFP(15), CIWM(10), FP Canada (25)

  • Options Licensing Course

    Delivery: Full Course

    Topic Area: Derivatives & Alternative Investments

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

  • Options Supervisors Course

    Delivery: Full Course

    Topic Area: Compliance, Trading & Management

    Accreditations(Credits): Professional Development: IIROC(20), CIM (40), CIWM(15), PFP(30), MTI(30), Advocis(30), CFA/PD (40),CFA?SER (2), CFA/CIPD (20). Compliance: IIROC(10), CIM (10), CIWM(3), PFP(3), FP Canada (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/PD (3), CFA/CIP (3), CIM(3)

  • Overview and Trends: Trade Desk Risk Management and Compliance

    Delivery: Online Mini Course

    Topic Area: Compliance, Management, Leadership & Licensing

    Accreditations(Credits): Compliance: IIROC (10), CIM (10)

  • Partners, Directors and Senior Officers Course

    Delivery: Full Course

    Topic Area: Compliance, Trading & Management

    Accreditations(Credits): Professional Development: IIROC (20), CIM (40), CIWM(15), PFP(30), MTI(30), Advocis(30). Compliance: IIROC(10), CIM (10), CIWM(3), PFP(3), FP Canada (30)

  • People and Team Management (PTM)

    Delivery: Full Course

    Topic Area: Retail Banking

    Accreditations(Credits): PFP(15)

  • Personal Lending and Mortgages (PLM)

    Delivery: Full Course

    Topic Area: Business Banking

    Accreditations(Credits): PFP(15), Advocis(30), FP Canada (30)

  • Personal Financial Services Advice

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): CIM(40), MTI(30), AIC(30), FSCO (30), ICBC(30), ICS(5)

  • Planned Charitable Giving

    Delivery: Online Mini-Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(2), CIM (3), CIWM(3), AIC(2), FSCO(2), ICM (2), ICBC (2), ICS (2)

  • Portfolio Management Techniques (PMT)®

    Delivery: Full Course

    Topic Area: Investments & Portfolio Management

    Accreditations(Credits): Professional Development: IIROC(20), PFP(30), MTI(30), Advocis(45), AIC(22.5), FP Canada (30), FSCO(22.5), ICBC(22.5), ICM(5), ICS(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), FP Canada (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), FP Canada (3), FSCO(3), AMP(3), AIC(3), ADVOCIS(3), ICM(3) ICBC(3) ICS(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/PD(6), CFA/CIPM(6), FP Canada (6), FSCO(3), AIC(3), ICS(3)

  • Private Placements and Prospectus-Exempt Securities

    Delivery: Online Mini-Course

    Topic Area: Derivatives & Alternative Investments

    Accreditations(Credits): Compliance: IIROC(2.5), CIWM (2.5), CIM(2.5), MTI(2.5), PFP(2.5), Advocis(2.5), FP Canada (2.5), CFA/CIPM(2.5)

  • 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), FP Canada (3), CFA/PD(3), CFA/CIPM(3)

  • Risk Management and Estate Planning - Quebec

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Advocis(45), FP Canada (45)

  • 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) Compliance: IIROC(3), CIWM(3), CIM(3), PFP(3), FP Canada (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), FP Canada (1), FSCO(1), ICM (1), ICBC (1), ICS (1), AMP(8)

  • Social Media Compliance Guidelines

    Delivery: Online Mini-Course

    Topic Area: Leadership, Management & Compliance

    Accreditations(Credits): Compliance: IIROC (2.5), CIM (2.5), CIWM (2.5), MTI (2.5), PFP (2.5), Advocis(2.5), AIC(1), CFA (2), FP Canada (2.5), FSCO(1), ICM (1), ICBC (1), ICS (1)

  • Safeguarding Market Integrity: Challenges and Solutions

    Delivery: Online Mini-Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Compliance: IIROC(9), CIM(9), CIWM(9), PFP (3), Advocis(9), FP Canada (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), FP Canada (3), FSCO(2.75), ICBC(2.75), ICS(2.75), ICM (5)

  • Taxation Considerations for Estates and Trusts (TET)

    Delivery: Course

    Topic Area:Wealth Management

    Accreditations(Credits): Professional Development: IIROC(20), CIM(20), CIWM(15), PFP (15), Advocis(30). Compliance: CFA/PD(20), CFA/CIPM(20), FP Canada (20), AIC(30), FSCO(30), ICBC(30), ICM(5), ICS(10)

  • Technical Analysis Course (New)(TAC-NEW)

    Delivery: Course

    Topic Area: Wealth Management

    Accreditations(Credits): Professional Development: IIROC(20), CIM(40), MTI(30), CIWM(30), PFP (30), Advocis(30). Compliance: CFA/PD(40), CFA/CIPM(30), FP Canada (50)

  • The 90-Day MF Skills Builder (0206)

    Delivery: Online Mini-Course

    Topic Area: Investment & Portfolio Management

    Accreditations(Credits): Professional Development: PFP (9), Advocis(9). Compliance: PFP (3)

  • 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), FP Canada (3), CFA/PD(3), CFA/CIPM(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), FP Canada (3), CFA/PD(3), CFA/CIPM(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), FP Canada (3), CFA/PD(3), CFA/CIPM(3)

  • Trader Training Course

    Delivery: Full Course

    Topic Area: Compliance, Trading & Management

    Accreditations(Credits): Professional Development: IIROC(20), CIM(40), FP Canada (30), CFA/PD(40), CFA/SER(2), CFA/CIPM(40)

  • 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), FP Canada (3), CFA/CIPM(3)

  • 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), CFA/CIPM(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/PD(3), FP Canada (3), FSCO(3), ICBC(3), ICS(3), CFA/CIPM(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), FP Canada (3), FSCO(3), ICBC(3), ICM(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), FP Canada (2), FSCO(2), ICM(2), ICBC(2), AMP(8), ICS(2)

  • Wealth Management Essentials

    Delivery: Full Course

    Topic Area: Financial Planning, Insurance & Wealth Management

    Accreditations(Credits): Professional Development: IIROC(30), CIM (40), MTI(30), PFP(30), Advocis(45), AIC(30), FP Canada (Exam 1:30, Exam 2:30), FSCO(30), ICS(10), ICBC(30), AMP(24), ICM (10)

  • Understanding the Small Business Environment

    Delivery: Full Course

    Topic Area:

    Accreditations(Credits): Professional Development: CIWM(15), MTI(30), PFP (30), Advocis(30), AMP(8), FP Canada (30)

No Results Found

Please broaden your search criteria.