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Complete Course & Certification Exams List

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RETAIL BANKING
Financial Advice Price(Cdn$)
Applied Financial Planning (AFP) Certification Examination  
Proctored exam with online resources $750.00
Branch Compliance Officer's Course (BCO)  
Online, interactive version with hard-copy textbook $530.00
Online, interactive version with PDF textbook $490.00
Canadian Securities Course (CSC®)  
Online, interactive version with online textbook (PDF) $1200.00
Online, interactive version with hard-copy textbook $1300.00
Canadian Securities Course (CSC®) Value Pack Combo $1600.00
Financial Planning I (FP I)  
Online, interactive version with online textbook (PDF) $800.00
Online, interactive version eBook & hard-copy textbook $875.00
Financial Planning II (FP II)  
Online, interactive version with online textbook (PDF) $800.00
Online, interactive version eBook & hard-copy textbook $875.00
Investment Funds in Canada (IFC)  
Investment Funds in Canada (IFC) Value Pack Combo $715.00
Online, interactive version with hard copy textbook $520.00
Online, interactive version with PDF textbook $470.00
Personal Financial Services Advice (PFSA)  
Online, interactive version with online textbook (PDF) $650.00
Online, interactive version eBook & hard-copy textbook $725.00
Lending Price(Cdn$)
Personal Financial Services Advice (PFSA)  
Online, interactive version with online textbook (PDF) $650.00
Online, interactive version eBook & hard-copy textbook $725.00
Personal Lending & Mortgages (PLM)  
Online, interactive version with online textbook (PDF) $565.00
Online, interactive version with hard-copy textbook $640.00
Bank Management Price(Cdn$)
Bank Management Fundamentals  
Online, interactive version with online textbook (PDF) $565.00
Online, interactive version with hard-copy textbook $640.00
Business Development Planning - Bank Management (BDPM)  
Online, interactive version with online textbook (PDF) $550.00
Online, interactive version with hard-copy textbook $625.00
People & Team Management  
Online, interactive version with online textbook (PDF) $550.00
Online, interactive version with hard-copy textbook $625.00
FINANCIAL PLANNING & INSURANCE
Securities Sector Price(Cdn$)
Applied Financial Planning (AFP) Certification Examination  
Proctored exam with online interactive content $750.00
Financial Planning Integration Course (FPIC)  
The FPIC - Bankers Path includes the most up-to-date versions of the following courses: IFC, PFSA, FPI, and FPII. Select this course if you have successfully completed the aforementioned courses. $400.00
The FPIC - Investment Advisors Path includes the most up-to-date versions of the following courses: CSC, FPSU, and WME. Select this course if you have successfully completed the aforementioned courses. $400.00
Canadian Securities Course (CSC®)  
Online, interactive version with online textbook (PDF) $1200.00
Online, interactive version with hard-copy textbook $1300.00
Canadian Securities Course (CSC®) Value Pack Combo $1600.00
Financial Planning Supplement (FPSU)  
Online, interactive version with hard-copy textbook $1030.00
Online, interactive version with online textbook (PDF) $985.00
Fundamentals of Financial Planning (FOFP)  
Online, interactive version with online textbook (PDF) $750.00
Online, interactive version with hard-copy textbook $822.00
Wealth Management Essentials (WME)  
Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $1570.00
Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $1670.00
WME for Financial Planners  
Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $1025.00
Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $1125.00
WME for Investment Managers  
Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $1025.00
Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $1125.00
WME for Wealth Managers  
Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $950.00
Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $1050.00
Banking Sector Price(Cdn$)
Applied Financial Planning (AFP) Certification Examination  
Proctored exam with online interactive content $750.00
Canadian Securities Course (CSC®)  
Online, interactive version with online textbook (PDF) $1200.00
Online, interactive version with hard-copy textbook $1300.00
Canadian Securities Course (CSC®) Value Pack Combo $1600.00
Financial Planning I (FP I)  
Online, interactive version with online textbook (PDF) $800.00
Online, interactive version eBook & hard-copy textbook $875.00
Financial Planning II (FP II)  
Online, interactive version with online textbook (PDF) $800.00
Lending,Retirement and Insurance Supplement  
Course includes pdf, e-Books and review questions $600.00
Investment Funds in Canada (IFC)  
Investment Funds in Canada (IFC) Value Pack Combo $715.00
Online, interactive version with hard copy textbook $520.00
Online, interactive version with PDF textbook $470.00
Personal Financial Services Advice (PFSA)  
Online, interactive version with online textbook (PDF) $650.00
Online, interactive version eBook & hard-copy textbook $725.00
Mutual Fund & Insurance Sector Price(Cdn$)
Canadian Securities Course (CSC®)  
Online, interactive version with online textbook (PDF) $1200.00
Online, interactive version with hard-copy textbook $1300.00
Canadian Securities Course (CSC®) Value Pack Combo $1600.00
Investment Funds in Canada (IFC)  
Investment Funds in Canada (IFC) Value Pack Combo $715.00
Online, interactive version with hard copy textbook $520.00
Online, interactive version with PDF textbook $470.00
Fundamentals of Financial Planning (FOFP)  
Online, interactive version with online textbook (PDF) $750.00
Online, interactive version eBook & hard-copy textbook $822.00
Building a Mutual Funds Advisory Practice (BMAP)  
Online, interactive version with online textbook (PDF) $625.00
Online, interactive version with hard-copy textbook $670.00
Lending,Retirement and Insurance Supplement  
Course includes pdf, e-Books and review questions $600.00
LLQP Insurance Course (LIC) - Common Law
(Prerequisite course to qualify to write the provincial Life Licence Qualification Program (LLQP) examination for all provinces and territories excluding Quebec)
 
Course includes electronic modular textbook & on-line learning activities $475.00
LLQP Insurance Course (LIC) - Civil Code
(Prerequisite course to qualify to write the provincial Life Licence Qualification Program (LLQP) examination for the province of Quebec only)
 
Course includes electronic modular textbook & on-line learning activities $475.00
LLQP Insurance Course (LIC) - Canada
(Prerequisite course to qualify to write the provincial Life Licence Qualification Program (LLQP) examination for all provinces and territories including Quebec)
 
Course includes electronic modular textbook & on-line learning activities $475.00
Insurance Ethics & Professional Practice Module (IEPP) - Common Law  
Course includes electronic modular textbook & on-line learning activities   $125.00
Insurance Ethics & Professional Practice Module (IEPP) - Civil Code  
Course includes electronic modular textbook & on-line learning activities   $125.00
Financial Planning - Quebec IQPF Price(Cdn$)
Fundamentals of Personal Finance - Quebec (0700)  
Online, interactive version with hard-copy textbook (PFP-Quebec) $625.00
Investment & Taxation Fundamentals - Quebec (0774)  
Online, interactive version with hard-copy textbook $625.00
Insurance & Retirement - Quebec (0778)  
Online, interactive version with hard-copy textbook $625.00
Investment & Tax Planning - Quebec (0782)  
Online, interactive version with hard-copy textbook $625.00
Risk Management & Estate Planning* - Quebec (0786)  
Online, interactive version with hard-copy textbook $625.00
Investment Funds in Canada (IFC)  
Investment Funds in Canada (IFC) Value Pack Combo $715.00
Online, interactive version with hard copy textbook $520.00
Online, interactive version with PDF textbook $470.00
Economics (0960)  
Online, interactive version with hard-copy textbook $585.00
Accounting (0955)  
Online, version with eBook $585.00
Legal & Ethical Aspects of Financial Planning (0790)  
Online, interactive version with hard-copy textbook $525.00
Financial Planning for Businesses in Quebec (0125)  
Online, interactive version with hard-copy textbook $525.00
Investors Price(Cdn$)
Futures Licensing Course (FLC)  
Online, interactive course with PDF textbook $740.00
Online, interactive course with hard-copy of textbook $780.00
Canadian Securities Course (CSC®) for Investors  
Online, interactive program; with online textbook (PDF) $550.00
Online, interactive program; with hard-copy textbook $650.00
Value Pack Combo $950.00
INVESTMENT MANAGEMENT & TRADING
Securities Price(Cdn$)
Canadian Securities Course (CSC®)  
Online, interactive version with online textbook (PDF) $1200.00
Online, interactive version with hard-copy textbook $1300.00
Canadian Securities Course (CSC®) Value Pack Combo $1600.00
Conduct & Practices Handbook Course (CPH)  
Online, interactive version with online textbook (PDF) $900.00
Online, interactive version with hard-copy textbook $940.00
Investment Representative Training Program (30-day) (IRT)  
Online, with online interactive content $485.00
Investment Advisor Training Program (90-day) (IATP)  
Online, interactive version with online textbook (PDF) $635.00
Investment Management Techniques (IMT)  
Online, interactive version with online textbook (PDF) $1120.00
Online, interactive version with hard-copy textbooks $1195.00
Portfolio Management Techniques (PMT)  
Online, Interactive version with Hard Copy Textbook $1125.00
Online, Interactive version with PDF Textbook $1085.00
Wealth Management Essentials (WME)  
Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $1570.00
Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $1670.00
WME for Financial Planners  
Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $1025.00
Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $1125.00
WME for Investment Managers  
Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $1025.00
Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $1125.00
WME for Wealth Managers  
Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $950.00
Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $1050.00
Advanced Investment Strategies (AIS)  
Online, interactive version with hard-copy textbook $965.00
Online, interactive version with online textbook (PDF) $890.00
New Entrants Course (NEC)  
Online, interactive version with online textbooks (PDF) $1560.00
Online, interactive version with hard-copy textbook $1735.00
Derivatives Price(Cdn$)
Advanced Derivatives Market Strategies Course (ADMS)  
Online, interactive version with online textbook (PDF) $985.00
Online, interactive version with hard-copy textbook $1060.00
Derivatives Fundamentals Course (DFC)  
Online, interactive version with online textbook (PDF) $1000.00
Online, interactive version with hard-copy textbook $1075.00
Derivatives Fundamentals & Options Licensing Course (DFOL)  
Online version, with electronic DFC textbook (PDF) & hard-copy OLC textbook $1400.00
Online, interactive version with hard-copy DFC & hard-copy OLC textbooks $1475.00
Futures Licensing Course (FLC)  
Online, interactive course with hard-copy textbook $780.00
Online, interactive version with PDF textbook $740.00
Options Licensing Course (OLC)  
Online, interactive version with hard-copy textbook $710.00
Options Supervisors Course (OPSC)  
Online, interactive version with hard-copy textbook $1335.00
Canadian Commodity Supervisors Exam (CCSE)  
Online, interactive version with hard-copy textbook $1210.00
Trading Price(Cdn$)
Trader Training Course (TTC)  
Online, interactive version with hard-copy textbook $1400.00
Fixed Income Trading & Sales (FIT)  
Online, interactive version with online textbook (PDF) $255.00
Equity Trading & Sales (ETS)  
Online, interactive version with online textbook (PDF) $215.00
Technical Analysis Course (New) (TACN)  
Online, interactive version with hard-copy textbook $835.00
Mutual Funds Price(Cdn$)
Canadian Securities Course (CSC®)  
Online, interactive version with online textbook (PDF) $1200.00
Online, interactive version with hard-copy textbook $1300.00
Canadian Securities Course (CSC®) Value Pack Combo $1600.00
Investment Funds in Canada (IFC)  
Investment Funds in Canada (IFC) Value Pack Combo $715.00
Online, interactive version with hard copy textbook $520.00
Online, interactive version with PDF textbook $470.00
The 90-Day MF Skills Builder  
Online, with online interactive content $190.00
Building a Mutual Funds Advisory Practice (BMAP)  
Online, interactive version with online textbook (PDF) $625.00
Online, interactive version with hard-copy textbook $670.00
Investors Price(Cdn$)
Futures Licensing Course (FLC)  
Online, interactive course with PDF textbook $740.00
Online, interactive course with hard-copy of textbook $780.00
Canadian Securities Course (CSC®) for Investors  
Online, interactive program; with online textbook (PDF) $550.00
Online, interactive program; with hard-copy textbook $650.00
Value Pack Combo $950.00
WEALTH MANAGEMENT & PRIVATE BANKING
Wealth Management Price(Cdn$)
Canadian Securities Course (CSC®)  
Online, interactive version with online textbook (PDF) $1200.00
Online, interactive version with hard-copy textbook $1300.00
Canadian Securities Course (CSC®) Value Pack Combo $1600.00
Conduct & Practices Handbook Course (CPH)  
Online, interactive version with online textbook (PDF) $900.00
Online, interactive version with hard-copy textbook $940.00
Wealth Management Essentials (WME)  
Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $1570.00
Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $1670.00
WME for Financial Planners  
Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $1025.00
Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $1125.00
WME for Investment Managers  
Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $1025.00
Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $1125.00
WME for Wealth Managers  
Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $950.00
Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $1050.00
Advanced Investment Strategies (AIS)  
Online, interactive version with hard-copy textbook $965.00
Online, interactive version with online textbook (PDF) $890.00
Dealing with High Net Worth Clients Program View Bundle

Dealing With Special High Net Worth Client Situations

$350.00

Estate Planning For High Net Worth

$350.00

Practice Management For High Net Worth

$350.00

Retirement Planning For High Net Worth

$350.00

Investment Strategies For High Net Worth

$350.00
Estate & Trust Management Price(Cdn$)
Estate & Trust Administration (ETA)  

Online, interactive version with hard-copy textbook (excl. Quebec)

$960.00
Online, interactive version with online textbook (PDF) (excl. Quebec) $870.00

Online, interactive version with hard-copy textbook (Quebec)

$960.00
Online, interactive version with online textbook (PDF) (Quebec) $870.00
Estate & Trust Asset Management (ETM)  
Online, interactive version with online textbook (PDF) $295.00
Taxation Considerations for Estates & Trusts (TET)  
Online, interactive version with online textbook (PDF) $295.00
Laws of Estates & Trusts (LET)  
Online, interactive version with online textbook (PDF) - Civil Code (Quebec) $295.00
Online, interactive version with online textbook (PDF) - Common Law (excl. Quebec) $295.00
Ethics & the Client Experience - Estates & Trusts (ECE)  
Online, interactive version with online textbook (PDF) $295.00
Case Application Examination (0537)  
Proctored exam $720.00
Proctored exam (Québec) $720.00
BUSINESS BANKING
Moody's Analytics Small Business Banking Courses Price(Cdn$)
Understanding the Small Business Environment (USBE) $360.00
Building Relationships with Small Business Clients (BRSB) $360.00
Small Business Lending (SBL) $900.00
Delivering Small Business Solutions (DSBS) $360.00
Small Business Banking Certificate Examination (SBBE)  
Review of course material, Small Business Banking Check & proctored exam $300.00
Moody's Analytics Lending Courses Price(Cdn$)
Moody's Accounting for Credit Professionals $550.00
Moody's Agribusiness Lending (AGRI) $625.00
Moody's Analyzing Commercial Real Estate (ACRE) $580.00
Moody's Commercial Lending (CLCA) $1740.00
Managing Client Relationships (MCR) $900.00
Moody's Profitability & Credit Risk (PCR) $420.00
Problem Loans Course (PLC) $485.00
LEADERSHIP, MANAGEMENT & COMPLIANCE
Securities Sector Price(Cdn$)
Conduct & Practices Handbook Course (CPH)  
Online, interactive version with online textbook (PDF) $900.00
Online, interactive version with hard-copy textbook $940.00
Investment Dealer Supervisors Course (IDSC)  
Course includes hard-copy textbook $1465.00
Online, interactive version with PDF textbook $1425.00
Effective Management Seminar (EMS)  
Select your seminar date & time. Register Now
Partners, Directors & Senior Officers Course (PDO)  
Online, interactive version with hard-copy textbook $1470.00
Options Supervisors Course (OPSC)  
Online, interactive version with hard-copy textbook $1335.00
Canadian Commodity Supervisors Exam (CCSE)  
Online, interactive version with hard-copy textbook $1210.00
Chief Compliance Officers Qualifying Exam (CCO)  
Online, interactive version with hard-copy textbook $725.00
Chief Financial Officers Qualifying Exam (CFO)  
Online, interactive version with hard-copy textbook $725.00
Financial Services Industry: Business Drivers & Challenges (FSDC)  
Online, with online interactive content $395.00
Understanding Investment Dealer Business Units  
Online, interactive course $150.00
Applied Investment Dealer Compliance  
Online, interactive course $215.00
Investment Dealer Compliance Course (IDCC)  
Online, interactive version with online textbook (PDF) $995.00
Enhancing Client Relationships - CRM Phase 2 $80.00
Mutual Funds & Exempt Market Dealers Sector Price(Cdn$)
Branch Compliance Officer's Course (BCO)  
Online, interactive version with hard-copy textbook $530.00
Online, interactive version with PDF textbook $490.00
Partners, Directors & Senior Officers Course (PDO)  
Online, interactive version with hard-copy textbook $1470.00
Chief Compliance Officers Qualifying Exam (CCO)  
Online, interactive version with hard-copy textbook $725.00
Banking Sector Price(Cdn$)
Branch Compliance Officer's Course (BCO)  
Online, interactive version with hard-copy textbook $530.00
Online, interactive version with PDF textbook $490.00
Bank Management Fundamentals (BPM)  
Online, interactive version with online textbook (PDF) $565.00
Online, interactive version with hard-copy textbook $640.00
People & Team Management (PTM)  
Online, interactive version with online textbook (PDF) $550.00
Online, interactive version with hard-copy textbook $625.00
Financial Services Industry: Business Drivers & Challenges (FSDC)  
Online, interactive version with online textbook (PDF) $395.00
CONTINUING EDUCATION
Retail Banking Price(Cdn$)
Ethical Practice in the Financial Services Industry (0493) $280.00
Investment Strategies for Retirees* $85.00
Behavioural Finance - Get Inside Your Client's Mind $255.00
Financial Planning for Snowbirds (0450) $140.00
Making Your Message Stick with Today's Client* $150.00
Safeguard Elderly Clients from Financial Fraud* $30.00
Financial Planning & Insurance Price(Cdn$)
Behavioural Finance - Get Inside Your Client's Mind $255.00
Estate Planning* $85.00
Ethical Practice in the Financial Services Industry (0493) $280.00
Financial Planning for Snowbirds (0450) $140.00
Individual Pension Plans* $85.00
Making Your Message Stick with Today's Client* $150.00
Safeguard Elderly Clients from Financial Fraud* $30.00
Social Media Compliance Guidelines $70.00
Tax-Free Savings Account - Rules and Options $85.00
Investment Management & Trading Price(Cdn$)
Alternative Assets & Private Equity $80.00
Alternative Investment Strategies: Hedge Funds & Liquid ALTS $200.00
Equity Trading & Sales $215.00
ETFs for Mutual Fund Representatives $179.00
Enhancing Client Relationships – CRM Phase 2 $80.00
Fixed Income Trading & Sales $255.00
Hedge Funds and Liquid Alternatives for Mutual Fund Representatives (HFLA) $200.00
Introduction to Digital Assets $45.00
Investment Strategies for Retirees* $85.00
Investing in ETF's $115.00
Investing in Inflationary Times (IIT) $65.00
Investing in Private Markets $115.00
Leveraging CRM to Enhance Client Relationships Register Now
Negative Interest Rates: Origins and Implications $80.00
Responsible Investing Using ESG Factors (RIUF) $85.00
Understanding High-Frequency Trading* $85.00
Covered Call Writing* $85.00
How Mutual Funds & Hedge Funds Use Derivatives* $170.00
Principal-Protected Notes* $170.00
Behavioural Finance - Get Inside Your Client's Mind $255.00
Tax-Free Savings Account - Rules and Options $85.00
Wealth Management & Private Banking Price(Cdn$)
Behavioural Finance - Get Inside Your Client's Mind $255.00
Cybersecurity & Privacy $70.00
Dealing with High Net Worth Clients Program View Bundle
Dealing With Special High Net Worth Client Situations
$350.00
Estate Planning For High Net Worth
$350.00
Practice Management For High Net Worth
$350.00
Retirement Planning For High Net Worth
$350.00
Investment Strategies For High Net Worth
$350.00
Enhancing Client Relationships – CRM Phase 2 $80.00
Estate Planning* $85.00
Ethical Practice in the Financial Services Industry (0493) $280.00
Financial Planning for Snowbirds (0450) $140.00
Generating Retirement Income (GRICE) $115.00
Individual Pension Plans* $85.00
Insurance for Investment and Tax Minimization Purposes (IITMP) $85.00
Investing in Inflationary Times (IIT) $65.00
Making Your Message Stick with Today's Client* $150.00
Retirement Accumulation Structures and Strategies (RASSCE) $200.00
Safeguard Elderly Clients from Financial Fraud* $30.00
Social Media Compliance Guidelines $70.00
Tax-Free Savings Account - Rules and Options $85.00
Transitioning into Retirement (TIRCE) $115.00
Insurance for Investment and Tax Minimization Purposes (IITMP) $85.00
Business Banking Price(Cdn$)
Making Your Message Stick with Today's Client* $150.00
Social Media Compliance Guidelines $70.00
Safeguard Elderly Clients from Financial Fraud* $30.00
Leadership, Management & Compliance Price(Cdn$)
Anti Money Laundering & Beneficial Ownership $70.00
Applied Investment Dealer Compliance $215.00
CE Compliance Program Cycle 9 $250.00
CE Ethics Course, Retail Version $280.00
Client Focused Reforms - CFR Series View Bundle
Conflicts of Interest - CFR Series
$70.00
Enhanced KYC and Suitability - CFR Series
$85.00
Know Your Product - CFR Series
$70.00
Overview of Client Focused Reforms and Relationship Disclosure - CFR Series
$60.00
Protecting Older and Vulnerable Clients - CFR Series
$85.00
Cybersecurity & Privacy $70.00
ETFs for Mutal Fund Representatives $179.00
Ethics For Institutional Registrants $85.00
Fixed Income Trading & Sales (FIT) $255.00
Insider Trading: Regulations & Prevention $85.00
Investing in Bitcoin: Opportunities and Risks $140.00
Managed Accounts: Compliance Issues and Considerations $70.00
Role of the Gatekeeper $80.00
Safeguarding Market Integrity: Challenges & Solutions $255.00
Social Media Compliance Guidelines $70.00
Understanding Investment Dealer Business Units $150.00
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