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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 $525.00
Branch Compliance Officer's Course (BCO)  
Online, interactive version with hard-copy textbook $440.00
Online, interactive version with PDF textbook $400.00
Canadian Securities Course (CSC®)  
Online, interactive version with online textbook (PDF) $995.00
Online, interactive version with hard-copy textbook $1095.00
Canadian Securities Course (CSC®) Value Pack Combo $1370.00
Financial Planning I (FP I)  
Online, interactive version with online textbook (PDF) $640.00
Online, interactive version eBook & hard-copy textbook $715.00
Financial Planning II (FP II)  
Online, interactive version with online textbook (PDF) $640.00
Online, interactive version eBook & hard-copy textbook $715.00
Investment Funds in Canada (IFC)  
Investment Funds in Canada (IFC) Value Pack Combo $620.00
Online, interactive version with hard copy textbook $425.00
Online, interactive version with PDF textbook $385.00
Personal Financial Services Advice (PFSA)  
Online, interactive version with online textbook (PDF) $640.00
Online, interactive version eBook & hard-copy textbook $715.00
Lending Price(Cdn$)
Personal Financial Services Advice (PFSA)  
Online, interactive version with online textbook (PDF) $640.00
Online, interactive version eBook & hard-copy textbook $715.00
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 $525.00
AFP Exam Prep Tool  
Online, interactive version $195.00
Canadian Securities Course (CSC®)  
Online, interactive version with online textbook (PDF) $995.00
Online, interactive version with hard-copy textbook $1095.00
Canadian Securities Course (CSC®) Value Pack Combo $1370.00
CSI Capstone Course for CFP® Certification  
Online, with Financial Planning Case Studies (Print version) $795.00
Case resubmission (if you have failed your first submission attempt) $300.00
Financial Planning Supplement (FPSU)  
Online, interactive version with hard-copy textbook $915.00
Online, interactive version with online textbook (PDF) $870.00
Fundamentals of Financial Planning (FOFP)  
Online, interactive version with online textbook (PDF) $625.00
Online, interactive version with hard-copy textbook $690.00
Financial Planning Knowledge Review (FPKR)  
Online, interactive version with online textbook (PDF) $99.00
Wealth Management Essentials (WME)  
Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $1220.00
Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $1320.00
WME for Financial Planners  
Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $760.00
Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $860.00
WME for Investment Managers  
Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $760.00
Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $860.00
WME for Wealth Managers  
Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $760.00
Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $860.00
Banking Sector Price(Cdn$)
Applied Financial Planning (AFP) Certification Examination  
Proctored exam with online interactive content $525.00
Canadian Securities Course (CSC®)  
Online, interactive version with online textbook (PDF) $995.00
Online, interactive version with hard-copy textbook $1095.00
Canadian Securities Course (CSC®) Value Pack Combo $1370.00
Financial Planning I (FP I)  
Online, interactive version with online textbook (PDF) $640.00
Online, interactive version eBook & hard-copy textbook $715.00
Financial Planning II (FP II)  
Online, interactive version with online textbook (PDF) $640.00
Investment Funds in Canada (IFC)  
Investment Funds in Canada (IFC) Value Pack Combo $620.00
Online, interactive version with hard copy textbook $425.00
Online, interactive version with PDF textbook $385.00
Personal Financial Services Advice (PFSA)  
Online, interactive version with online textbook (PDF) $640.00
Online, interactive version eBook & hard-copy textbook $715.00
Mutual Fund & Insurance Sector Price(Cdn$)
Accident & Sickness Insurance Course (ASIC) - Canada  
Course includes electronic modular textbook & on-line learning activities   $195.00
Accident & Sickness Insurance Course (ASIC) - Common Law  
Course includes electronic modular textbook & on-line learning activities   $195.00
Accident & Sickness Insurance Course (ASIC) - Civil Code  
Course includes electronic modular textbook & on-line learning activities   $195.00
Canadian Securities Course (CSC®)  
Online, interactive version with online textbook (PDF) $995.00
Online, interactive version with hard-copy textbook $1095.00
Canadian Securities Course (CSC®) Value Pack Combo $1370.00
Investment Funds in Canada (IFC)  
Investment Funds in Canada (IFC) Value Pack Combo $620.00
Online, interactive version with hard copy textbook $425.00
Online, interactive version with PDF textbook $385.00
Fundamentals of Financial Planning (FOFP)  
Online, interactive version with online textbook (PDF) $625.00
Online, interactive version eBook & hard-copy textbook $690.00
Building a Mutual Funds Advisory Practice (BMAP)  
Online, interactive version with online textbook (PDF) $515.00
Online, interactive version with hard-copy textbook $560.00
LLQP Insurance Course (LIC) - Canada  
Course includes electronic modular textbook & on-line learning activities $395.00
LLQP Insurance Course (LIC) - Common Law  
Course includes electronic modular textbook & on-line learning activities $395.00
LLQP Insurance Course (LIC) - Civil Code  
Course includes electronic modular textbook & on-line learning activities $395.00
Insurance Ethics & Professional Practice Module (IEPP) - Common Law  
Course includes electronic modular textbook & on-line learning activities   $95.00
Insurance Ethics & Professional Practice Module (IEPP) - Civil Code  
Course includes electronic modular textbook & on-line learning activities   $95.00
Financial Planning - Quebec IQPF Price(Cdn$)
Fundamentals of Personal Finance - Quebec (0700)  
Online, interactive version with hard-copy textbook (PFP-Quebec) $425.00
Investment & Taxation Fundamentals - Quebec (0774)  
Online, interactive version with hard-copy textbook $425.00
Insurance & Retirement - Quebec (0778)  
Online, interactive version with hard-copy textbook $425.00
Investment & Tax Planning - Quebec (0782)  
Online, interactive version with hard-copy textbook $425.00
Risk Management & Estate Planning* - Quebec (0786)  
Online, interactive version with hard-copy textbook $425.00
Investment Funds in Canada (IFC)  
Investment Funds in Canada (IFC) Value Pack Combo $620.00
Online, interactive version with hard copy textbook $425.00
Online, interactive version with PDF textbook $385.00
Economics (0960)  
Online, interactive version with hard-copy textbook $585.00
Accounting (0955)  
Online, interactive version with hard-copy textbook $585.00
Legal & Ethical Aspects of Financial Planning (0790)  
Online, interactive version with hard-copy textbook $425.00
Financial Planning for Businesses in Quebec (0125)  
Online, interactive version with hard-copy textbook $395.00
Investors Price(Cdn$)
Canadian Securities Course (CSC®) for Investors  
Online, interactive program; with online textbook (PDF) $495.00
Online, interactive program; with hard-copy textbook $595.00
Value Pack Combo $861.28
INVESTMENT MANAGEMENT & TRADING
Securities Price(Cdn$)
Canadian Securities Course (CSC®)  
Online, interactive version with online textbook (PDF) $995.00
Online, interactive version with hard-copy textbook $1095.00
Canadian Securities Course (CSC®) Value Pack Combo $1370.00
Conduct & Practices Handbook Course (CPH)  
Online, interactive version with online textbook (PDF) $725.00
Online, interactive version with hard-copy textbook $800.00
Investment Representative Training Program (30-day) (IRT)  
Online, with online interactive content $465.00
Investment Advisor Training Program (90-day) (IATP)  
Online, interactive version with online textbook (PDF) $615.00
Investment Management Techniques (IMT)  
Online, interactive version with online textbook (PDF) $835.00
Online, interactive version with hard-copy textbooks $910.00
Portfolio Management Techniques (PMT)  
Online, Interactive version with Hard Copy Textbook $935.00
Online, Interactive version with PDF Textbook $895.00
Wealth Management Essentials (WME)  
Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $1220.00
Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $1320.00
WME for Financial Planners  
Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $760.00
Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $860.00
WME for Investment Managers  
Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $760.00
Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $860.00
WME for Wealth Managers  
Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $760.00
Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $860.00
Advanced Investment Strategies (AIS)  
Online, interactive version with hard-copy textbook $770.00
Online, interactive version with online textbook (PDF) $695.00
New Entrants Course (NEC)  
Online, interactive version with online textbooks (PDF) $1275.00
Online, interactive version with hard-copy textbook $1450.00
Derivatives Price(Cdn$)
Advanced Derivatives Market Strategies Course (ADMS)  
Online, interactive version with online textbook (PDF) $910.00
Online, interactive version with hard-copy textbook $985.00
Derivatives Fundamentals Course (DFC)  
Online, interactive version with online textbook (PDF) $800.00
Online, interactive version with hard-copy textbook $875.00
Derivatives Fundamentals & Options Licensing Course (DFOL)  
Online version, with electronic DFC textbook (PDF) & hard-copy OLC textbook $1130.00
Online, interactive version with hard-copy DFC & hard-copy OLC textbooks $1205.00
Futures Licensing Course (FLC)  
Online, interactive course with hard-copy textbook $590.00
Online, interactive version with PDF textbook $550.00
Options Licensing Course (OLC)  
Online, interactive version with hard-copy textbook $550.00
Financial Markets Risk Management Course (FRM)  
Online, interactive version with hard-copy textbook $625.00
Options Strategies Course (OSTC)  
Online, interactive version with hard-copy textbook $665.00
Options Supervisors Course (OPSC)  
Online, interactive version with hard-copy textbook $1120.00
Canadian Commodity Supervisors Exam (CCSE)  
Online, interactive version with hard-copy textbook $1020.00
Commodities as Investments (CAI)  
Online, interactive version with hard-copy textbook $695.00
Trading Price(Cdn$)
Trader Training Course (TTC)  
Online, interactive version with hard-copy textbook $1125.00
Fixed Income Trading & Sales (FIT)  
Online, interactive version with online textbook (PDF) $205.00
Equity Trading & Sales (ETS)  
Online, interactive version with online textbook (PDF) $205.00
Technical Analysis Course (New) (TACN)  
Online, interactive version with hard-copy textbook $725.00
Mutual Funds Price(Cdn$)
Canadian Securities Course (CSC®)  
Online, interactive version with online textbook (PDF) $995.00
Online, interactive version with hard-copy textbook $1095.00
Canadian Securities Course (CSC®) Value Pack Combo $1370.00
Investment Funds in Canada (IFC)  
Investment Funds in Canada (IFC) Value Pack Combo $620.00
Online, interactive version with hard copy textbook $425.00
Online, interactive version with PDF textbook $385.00
The 90-Day MF Skills Builder  
Online, with online interactive content $180.00
Building a Mutual Funds Advisory Practice (BMAP)  
Online, interactive version with online textbook (PDF) $515.00
Online, interactive version with hard-copy textbook $560.00
Investors Price(Cdn$)
Canadian Securities Course (CSC®) for Investors  
Online, interactive program; with online textbook (PDF) $495.00
Online, interactive program; with hard-copy textbook $595.00
Value Pack Combo $861.28
WEALTH MANAGEMENT & PRIVATE BANKING
Wealth Management Price(Cdn$)
Canadian Securities Course (CSC®)  
Online, interactive version with online textbook (PDF) $995.00
Online, interactive version with hard-copy textbook $1095.00
Canadian Securities Course (CSC®) Value Pack Combo $1370.00
Conduct & Practices Handbook Course (CPH)  
Online, interactive version with online textbook (PDF) $725.00
Online, interactive version with hard-copy textbook $800.00
Wealth Management Essentials (WME)  
Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $1220.00
Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $1320.00
WME for Financial Planners  
Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $760.00
Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $860.00
WME for Investment Managers  
Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $760.00
Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $860.00
WME for Wealth Managers  
Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $760.00
Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $860.00
Advanced Investment Strategies (AIS)  
Online, interactive version with hard-copy textbook $770.00
Online, interactive version with online textbook (PDF) $695.00
Advanced Retirement Management Strategies (ARMS)  
Online, interactive version with online textbook (PDF) $740.00
Online, interactive version with a hard-copy textbook $815.00
Advanced Estate Planning* & Trust Strategies (AETS)  
Online, interactive version with online textbook (PDF) $740.00
Online, interactive version with a hard-copy textbook $815.00
Advanced Retirement & Estate Planning Strategies (ARES)  
Online, interactive version with online textbook (PDF) $1100.00
Online, interactive version with a hard-copy textbook $1250.00
The Strategic Wealth 360 (SW360)  
Ten-week program including case materials, client interview, & oral presentation Enroll now
Estate & Trust Management Price(Cdn$)
Estate & Trust Administration (ETA)  

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

 $885.00
Online, interactive version with online textbook (PDF) (excl. Quebec) $795.00

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

 $885.00
Online, interactive version with online textbook (PDF) (Quebec) $795.00
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)  
Online, interactive version with hard-copy textbook $395.00
Online, interactive version with online textbook (PDF) $360.00
Building Relationships with Small Business Clients (BRSB)  
Online interactive version with hardcopy textbook $395.00
Online, interactive version with online textbook (PDF) $360.00
Small Business Lending (SBL)  
Online interactive version with hardcopy textbook $875.00
Online, interactive version with online textbook (PDF) $800.00
Delivering Small Business Solutions (DSBS)  
Online interactive version with hardcopy textbook $385.00
Online, interactive version with online textbook (PDF) $360.00
Small Business Banking Certificate Examination (SBBE)  
Review of course material, Small Business Banking Check & proctored exam $N/A
Moody's Analytics Lending Courses Price(Cdn$)
Moody's Accounting for Credit Professionals  
Online, interactive version with PDF textbook $375.00
Moody's Agribusiness Lending (AGRI)  
Online, interactive version with online textbook (PDF) $495.00
Moody's Analyzing Commercial Real Estate (ACRE)  
Online, interactive version with online textbook (PDF) $495.00
Moody's Commercial Lending (CLCA)  
Online, interactive version with online textbook (PDF) $1240.00
Managing Client Relationships (MCR)  
Online, interactive version with online textbook (PDF) $675.00
Moody's Profitability & Credit Risk (PCR)  
Online, interactive version with online textbook (PDF) $375.00
Problem Loans Course (PLC)  
Online, interactive version with online textbook (PDF) $430.00
LEADERSHIP, MANAGEMENT & COMPLIANCE
Securities Sector Price(Cdn$)
Conduct & Practices Handbook Course (CPH)  
Online, interactive version with online textbook (PDF) $725.00
Online, interactive version with hard-copy textbook $800.00
Branch Managers Course (BMC)  
Course includes hard-copy textbook $1235.00
Online, interactive version with PDF textbook $1195.00
Effective Management Seminar (EMS)  
Select your seminar date & time. Register Now
Partners, Directors & Senior Officers Course (PDO)  
Online, interactive version with hard-copy textbook $1215.00
Options Supervisors Course (OPSC)  
Online, interactive version with hard-copy textbook $1120.00
Canadian Commodity Supervisors Exam (CCSE)  
Online, interactive version with hard-copy textbook $1020.00
Chief Compliance Officers Qualifying Exam (CCO)  
Online, interactive version with hard-copy textbook $475.00
Chief Financial Officers Qualifying Exam (CFO)  
Online, interactive version with hard-copy textbook $475.00
Financial Services Industry: Business Drivers & Challenges (FSDC)  
Online, with online interactive content $360.00
Understanding Investment Dealer Business Units  
Online, interactive course $140.00
Applied Investment Dealer Compliance  
Online, interactive course $205.00
Investment Dealer Compliance Course (IDCC)
Online, interactive version with online textbook (PDF) $995.00
Enhancing Client Relationships – CRM Phase 2 $75.00
Mutual Funds & Exempt Market Dealers Sector Price(Cdn$)
Branch Compliance Officer's Course (BCO)  
Online, interactive version with hard-copy textbook $440.00
Online, interactive version with PDF textbook $400.00
Partners, Directors & Senior Officers Course (PDO)  
Online, interactive version with hard-copy textbook $1215.00
Chief Compliance Officers Qualifying Exam (CCO)  
Online, interactive version with hard-copy textbook $475.00
Banking Sector Price(Cdn$)
Branch Compliance Officer's Course (BCO)  
Online, interactive version with hard-copy textbook $440.00
Online, interactive version with PDF textbook $400.00
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) $360.00
CONTINUING EDUCATION
Retail Banking Price(Cdn$)
All Access CE Subscription $350.00
A Guide to International Investing* $75.00
Ethical Practice in the Financial Services Industry (0493) $225.00
ETFs: Evolution & Emerging Trends* $75.00
Investment Strategies for Retirees* $75.00
Segregated Funds* $75.00
Client Debt Assessment & Management* $30.00

Behavioural Finance - Get Inside Your Client's Mind

 $205.00
Benefits at Retirement $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
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
Understanding TFSAs* $75.00
Working with Aging Clients: Best Practices and Compliance Guidance* $75.00
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
Introduction to Social Media for Financial Professionals* $25.00
Safeguard Elderly Clients from Financial Fraud* $25.00
Understanding the Needs of New Immigrant Clients* $45.00
Financial Planning & Insurance Price(Cdn$)
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 & Planning (0443) $290.00
Client Debt Assessment & Management* $30.00
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
Financial Statements for Small Business (0669) $N/A
Identifying a Private Client's Corporate Banking Needs (ICCB) $75.00
Individual Pension Plans* $75.00
Introduction to Law: Wills (0456) $N/A
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
Safeguard Elderly Clients from Financial Fraud* $25.00
Trust Structures* $N/A
Trusts as Financial & 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
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
Guidelines for Financial Professionals Using Social Media* $25.00
Guidelines for IIROC Advisors Using Social Media $75.00
Introduction to Social Media for Financial Professionals* $25.00
Investment Management & Trading Price(Cdn$)
All Access CE Subscription $350.00
Equity Trading & Sales $205.00

ETF'S: Evolution & Emerging Trends

 $75.00
ETFs for Mutual Fund Representatives $179.00
Enhancing Client Relationships – CRM Phase 2 $75.00
Financial Modeling Course $300.00
Fixed Income Trading & Sales $205.00
Investment Strategies for Retirees* $75.00
Leveraging CRM to Enhance Client Relationships Register Now
Portfolio Theory, Asset Allocation & Performance Measurement* $75.00
Responsible Investment: Trends & Opportunities $75.00
Segregated Funds* $75.00
The Natural Gas Market* $75.00
The Gold Market – An Industry Overview & Investment Options* $75.00
The Crude Oil Market – Industry Overview & Investment Options* $75.00
Understanding High-Frequency Trading* $75.00
Covered Call Writing* $75.00
Hedge Fund Essentials for Today's Financial Professional $205.00
How Mutual Funds & Hedge Funds Use Derivatives* $140.00
Overview of Institutional Markets $75.00
Principal-Protected Notes* $140.00
Understanding Private Equity* $75.00
Client Debt Assessment & Management* $30.00
A Guide to International Investing* $75.00
Behavioural Finance - Get Inside Your Client's Mind $205.00
Guidelines for Financial Professionals Using Social Media* $25.00
Guidelines for IIROC Advisors Using Social Media $75.00
Introduction to Social Media for Financial Professionals* $25.00
Wealth Management & Private Banking Price(Cdn$)
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 & Planning (0443) $290.00
Client Debt Assessment & Management* $30.00
Enhancing Client Relationships – CRM Phase 2 $75.00
Estate Planning* $75.00
Ethical Practice in the Financial Services Industry (0493) $225.00
Financial Management at Your Client's Retirement $75.00
Executive Compensation (EXCO) $75.00
Financial Planning for Snowbirds (0450) $120.00
Identifying a Private Client's Corporate Banking Needs (ICCB) $75.00
Individual Pension Plans* $75.00
Introduction to Law: Wills (0456) $N/A
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 & 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
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
Guidelines for Financial Professionals Using Social Media* $25.00
Guidelines for IIROC Advisors Using Social Media $75.00
Introduction to Social Media for Financial Professionals* $25.00
Business Banking Price(Cdn$)
Business Succession for Small Business Clients* $75.00
Making Your Message Stick with Today's Client* $140.00
Business Succession Planning (0442) $N/A
Business Taxation Issues & Planning (0443) $290.00
Client Debt Assessment & Management* $30.00
Financial Statements for Small Business (0669) $N/A
Developing a Social Media Plan for Financial Professionals* $45.00
Guidelines for Financial Professionals Using Social Media* $25.00
Safeguard Elderly Clients from Financial Fraud* $25.00
Understanding the Needs of New Immigrant Clients* $45.00
Leadership, Management & Compliance Price(Cdn$)
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
CPH for Industry Professionals $75.00
Enhanced Suitability for IIROC Advisors $75.00
ETFs for Mutal Fund Representatives $179.00
Fixed Income Trading & Sales (FIT) $205.00
Fraud - Protect Yourself & Your Firm 2010 $75.00
Guidelines for IIROC Advisors Using Social Media $75.00
Insider Trading: Regulations & Prevention $75.00
Investor Confidence 2010 $75.00
Knowing the Investor $130.00
International Taxation for Canadians $210.00
Know Your Product $75.00
Overview of Institutional Markets $75.00
Risk Management in the Securities Industry 2010 $75.00
Role of the Gatekeeper $75.00
Safeguarding Market Integrity: Challenges & Solutions $205.00
Overview & Trends: Trade Desk Risk Management & Compliance $275.00
Understanding Investment Dealer Business Units $140.00
Working with Aging Clients - Best Practices and Compliance Guidelines $75.00

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

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