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Your On-the-Job Development

Welcome to The Financial Advisors Association of Canada (Advocis) corporate continuing education resource at CSI. Learn at your convenience and at your own pace, through our practical, self-study courses and learning aids.

Advocis has selected the following curriculum to meet compliance, career development and continuing education needs for it's valued Members.

Please provide your Advocis membership ID for Discounts on eligible courses:

Course Description

Please view the course descriptions.
MFDA Licensing Courses Prix
(Cdn$)
Canadian Securities Course - Complete online program $999.00*
Investment Funds in Canada - Online Version $395.00*
Branch Compliance Officer - Online Version $415.00*
ETF for Mutual Fund Representatives $179.00*
The 90-Day MF Skills Builder $190.00*
Continuing Education Courses Price
(Cdn$)
 
Building a Mutual Funds Advisory Practice - Complete Online $550.00*
Enhancing Client Relationships - CRM Phase 2 $80.00*
Behavioral Finance - Get Inside Your Clients Mind $215.00*
CE Individual Pension Plans $80.00*
Understanding TFSAs $80.00*
Portfolio Theory, Asset Allocation and Performance Measurement $80.00*

* Applicable discounts, subject to your currentmembership with Advocis will be applied at checkout.