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Canadian Securities Institute, Moody's Analytics Training & Certification Services
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Complete Course & Certification Exams List

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RETAIL BANKING
Financial Advice Price(Cdn$)
Canadian Securities Course (CSC)  
Online, interactive version with online textbook (PDF) $995.00
Online, interactive version with hard-copy textbook $1085.00
Canadian Securities Course (CSC) Value Pack Combo $1320.00
CSC® Refresh 2015  
Online, interactive version with online textbook (PDF) $75.00
Investment Funds in Canada (IFC)  
Investment Funds in Canada (IFC) Value Pack Combo* $565.00
Online, interactive version with hard-copy textbook $385.00
Personal Financial Services Advice (PFSA)  
Online, interactive version with online textbook (PDF) $575.00
Online, interactive version eBook and hard-copy textbook $640.00
Financial Planning I (FP I)  
Online, interactive version with online textbook (PDF) $575.00
Online, interactive version eBook and hard-copy textbook $640.00
Financial Planning II (FP II)  
Online, interactive version with online textbook (PDF) $575.00
Online, interactive version eBook and hard-copy textbook $640.00
Applied Financial Planning (AFP) Certification Examination  
Proctored exam with online resources $500.00
Branch Compliance Officer's Course (BCO)  
Online, interactive version with hard-copy textbook $400.00
Lending Price(Cdn$)
Personal Financial Services Advice (PFSA)  
Online, interactive version with online textbook (PDF) $575.00
Online, interactive version eBook and hard-copy textbook $640.00
Personal Lending and Mortgages (PLM)  
Online, interactive version with online textbook (PDF) $550.00
Online, interactive version with hard-copy textbook $615.00
Bank Management Price(Cdn$)
Bank Management Fundamentals  
Online, interactive version with online textbook (PDF) $550.00
Online, interactive version with hard-copy textbook $615.00
People and Team Management  
Online, interactive version with online textbook (PDF) $550.00
Online, interactive version with hard-copy textbook $615.00
FINANCIAL PLANNING AND INSURANCE
Securities Sector Price(Cdn$)
Canadian Securities Course (CSC)  
Online, interactive version with online textbook (PDF) $995.00
Online, interactive version with hard-copy textbook $1085.00
Canadian Securities Course (CSC) Value Pack Combo $1320.00
CSC® Refresh 2015  
Online, interactive version with online textbook (PDF) $75.00
Wealth Management Essentials (WME)  
Online, interactive version including the online WME textbook and KPMG Tax Planning for You and Your Family (PDF) $1190.00
Online, interactive version including hard-copies of the WME textbook and KPMG Tax Planning for You and Your Family $1280.00
WME for Financial Planners  
Online, interactive version including the online WME textbook and KPMG Tax Planning for You and Your Family (PDF) $725.00
Online, interactive version including hard-copies of the WME textbook and KPMG Tax Planning for You and Your Family $815.00
WME for Investment Managers  
Online, interactive version including the online WME textbook and KPMG Tax Planning for You and Your Family (PDF) $725.00
Online, interactive version including hard-copies of the WME textbook and KPMG Tax Planning for You and Your Family $815.00
WME for Wealth Managers  
Online, interactive version including the online WME textbook and KPMG Tax Planning for You and Your Family (PDF) $725.00
Online, interactive version including hard-copies of the WME textbook and KPMG Tax Planning for You and Your Family $815.00
Fundamentals of Financial Planning (FOFP)  
Online, interactive version with online textbook (PDF) $625.00
Online, interactive version with hard-copy textbook $685.00
Financial Planning Supplement (FPSU)  
Online, interactive version with hard-copy textbook $665.00
Online, interactive version with online textbook (PDF) $625.00
Applied Financial Planning (AFP) Certification Examination  
Proctored exam with online interactive content $500.00
CSI Capstone Course for CFP® Certification  
Online, with Financial Planning Case Studies (Print version) $750.00
Case resubmission (if you have failed your first submission attempt) $300.00
Banking Sector Price(Cdn$)
Canadian Securities Course (CSC)  
Online, interactive version with online textbook (PDF) $995.00
Online, interactive version with hard-copy textbook $1085.00
Canadian Securities Course (CSC) Value Pack Combo $1320.00
CSC® Refresh 2015  
Online, interactive version with online textbook (PDF) $75.00
Investment Funds in Canada (IFC)  
Investment Funds in Canada (IFC) Value Pack Combo* $565.00
Online, interactive version with hard-copy textbook $385.00
Personal Financial Services Advice (PFSA)  
Online, interactive version with online textbook (PDF) $575.00
Online, interactive version eBook and hard-copy textbook $640.00
Financial Planning I (FP I)  
Online, interactive version with online textbook (PDF) $575.00
Online, interactive version eBook and hard-copy textbook $640.00
Financial Planning II (FP II)  
Online, interactive version with online textbook (PDF) $575.00
Online, interactive version eBook and hard-copy textbook $640.00
Applied Financial Planning (AFP) Certification Examination  
Proctored exam with online interactive content $500.00
Mutual Fund and Insurance Sector Price(Cdn$)
Canadian Securities Course (CSC)  
Online, interactive version with online textbook (PDF) $995.00
Online, interactive version with hard-copy textbook $1085.00
Canadian Securities Course (CSC) Value Pack Combo $1320.00
CSC® Refresh 2015  
Online, interactive version with online textbook (PDF) $75.00
Investment Funds in Canada (IFC)  
Investment Funds in Canada (IFC) Value Pack Combo* $565.00
Online, interactive version eBook and hard-copy textbook $385.00
Fundamentals of Financial Planning (FOFP)  
Online, interactive version with online textbook (PDF) $625.00
Online, interactive version eBook and hard-copy textbook $685.00
Building a Mutual Funds Advisory Practice (BMAP)  
Online, interactive version with online textbook (PDF) $500.00
Online, interactive version with hard-copy textbook $540.00
Canadian Insurance Course (CIC)  
Online, interactive version with hard-copy textbook and workbook $525.00
Canadian Insurance Course-Fast Track (CICT)  
Online, interactive version with hard-copy textbook and workbook $390.00
Financial Planning - Quebec IQPF Price(Cdn$)
Fundamentals of Personal Finance - Quebec (0700)  
Online, interactive version with hard-copy textbook (PFP-Quebec) $425.00
Investment and Taxation Fundamentals - Quebec (0774)  
Online, interactive version with hard-copy textbook $425.00
Insurance and Retirement - Quebec (0778)  
Online, interactive version with hard-copy textbook $425.00
Investment and Tax Planning - Quebec (0782)  
Online, interactive version with hard-copy textbook $425.00
Risk Management and 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* $565.00
Online, interactive version with hard-copy 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 and 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 $585.00
Value Pack Combo $795.00
INVESTMENT MANAGEMENT AND TRADING
Securities Price(Cdn$)
Canadian Securities Course (CSC)  
Online, interactive version with online textbook (PDF) $995.00
Online, interactive version with hard-copy textbook $1085.00
Canadian Securities Course (CSC) Value Pack Combo $1320.00
CSC® Refresh 2015  
Online, interactive version with online textbook (PDF) $75.00
Conduct and Practices Handbook Course (CPH)  
Online, interactive version with online textbook (PDF) $700.00
Online, interactive version with hard-copy textbook $765.00
Investment Representative Training Program (30-day) (IRT)  
Online, with online interactive content $375.00
Investment Advisor Training Program (90-day) (IATP)  
Online, interactive version with online textbook (PDF) $600.00
Investment Management Techniques (IMT)  
Online, interactive version with online textbook (PDF) $795.00
Online, interactive version with hard-copy textbooks $860.00
Portfolio Management Techniques (PMT)  
Course includes hard-copy of textbook $835.00
Wealth Management Essentials (WME)  
Online, interactive version including the online WME textbook and KPMG Tax Planning for You and Your Family (PDF) $1190.00
Online, interactive version including hard-copies of the WME textbook and KPMG Tax Planning for You and Your Family $1280.00
WME for Financial Planners  
Online, interactive version including the online WME textbook and KPMG Tax Planning for You and Your Family (PDF) $725.00
Online, interactive version including hard-copies of the WME textbook and KPMG Tax Planning for You and Your Family $815.00
WME for Investment Managers  
Online, interactive version including the online WME textbook and KPMG Tax Planning for You and Your Family (PDF) $725.00
Online, interactive version including hard-copies of the WME textbook and KPMG Tax Planning for You and Your Family $815.00
WME for Wealth Managers  
Online, interactive version including the online WME textbook and KPMG Tax Planning for You and Your Family (PDF) $725.00
Online, interactive version including hard-copies of the WME textbook and KPMG Tax Planning for You and Your Family $815.00
Advanced Investment Strategies (AIS)  
Online, interactive version with hard-copy textbook $725.00
Online, interactive version with online textbook (PDF) $660.00
New Entrants Course (NEC)  
Online, interactive version with online textbooks (PDF) $1245.00
Online, interactive version with hard-copy of textbook $1400.00
Derivatives Price(Cdn$)
Derivatives Fundamentals Course (DFC)  
Online, interactive version with online textbook (PDF) $770.00
Online, interactive version with hard-copy of textbook $835.00
Derivatives Fundamentals and Options Licensing Course (DFOL)  
Online version, with electronic DFC textbook (PDF) and hard-copy OLC textbook $1095.00
Online, interactive version with hard-copy DFC and hard-copy OLC textbooks $1160.00
Futures Licensing Course (FLC)  
Online, interactive version with hard-copy of textbook $495.00
Options Licensing Course (OLC)  
Online, interactive version with hard-copy of textbook $495.00
Financial Markets Risk Management Course (FRM)  
Online, interactive version with hard-copy of textbook $625.00
Options Strategies Course (OSTC)  
Online, interactive version with hard-copy of textbook $650.00
Options Supervisors Course (OPSC)  
Online, interactive version with hard-copy of textbook $1080.00
Canadian Commodity Supervisors Exam (CCSE)  
Online, interactive version with hard-copy of textbook $995.00
Commodities as Investments (CAI)  
Online, interactive version with hard-copy of textbook $695.00
Trading Price(Cdn$)
Trader Training Course (TTC)  
Online, interactive version with hard-copy of textbook $1100.00
Fixed Income Trading and Sales (FIT)  
Online, interactive version with online textbook (PDF) $205.00
Equity Trading and Sales (ETS)  
Online, interactive version with online textbook (PDF) $205.00
Technical Analysis Course (TAC)  
Online, interactive version with hard-copy of 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 $1085.00
Canadian Securities Course (CSC) Value Pack Combo $1320.00
CSC® Refresh 2015  
Online, interactive version with online textbook (PDF) $75.00
Investment Funds in Canada (IFC)  
Investment Funds in Canada (IFC) Value Pack Combo* $565.00
Online course with hard-copy textbook $385.00
The 90-Day MF Skills Builder  
Online, with online interactive content $175.00
Building a Mutual Funds Advisory Practice (BMAP)  
Online, interactive version with online textbook (PDF) $500.00
Online, interactive version with hard-copy textbook $540.00
Investors Price(Cdn$)
Canadian Securities Course (CSC) for Investors  
Online, interactive program; with online textbook (PDF) $495.00
Online, interactive program; with hard-copy textbook $585.00
Value Pack Combo $795.00
WEALTH MANAGEMENT AND PRIVATE BANKING
Wealth Management Price(Cdn$)
Canadian Securities Course (CSC)  
Online, interactive version with online textbook (PDF) $995.00
Online, interactive version with hard-copy textbook $1085.00
Canadian Securities Course (CSC) Value Pack Combo $1320.00
CSC® Refresh 2015  
Online, interactive version with online textbook (PDF) $75.00
Conduct and Practices Handbook Course (CPH)  
Online, interactive version with online textbook (PDF) $700.00
Online, interactive version with hard-copy textbook $765.00
Wealth Management Essentials (WME)  
Online, interactive version including the online WME textbook and KPMG Tax Planning for You and Your Family (PDF) $1190.00
Online, interactive version including hard-copies of the WME textbook and KPMG Tax Planning for You and Your Family $1280.00
WME for Financial Planners  
Online, interactive version including the online WME textbook and KPMG Tax Planning for You and Your Family (PDF) $725.00
Online, interactive version including hard-copies of the WME textbook and KPMG Tax Planning for You and Your Family $815.00
WME for Investment Managers  
Online, interactive version including the online WME textbook and KPMG Tax Planning for You and Your Family (PDF) $725.00
Online, interactive version including hard-copies of the WME textbook and KPMG Tax Planning for You and Your Family $815.00
WME for Wealth Managers  
Online, interactive version including the online WME textbook and KPMG Tax Planning for You and Your Family (PDF) $725.00
Online, interactive version including hard-copies of the WME textbook and KPMG Tax Planning for You and Your Family $815.00
Advanced Investment Strategies (AIS)  
Online, interactive version with hard-copy textbook $725.00
Online, interactive version with online textbook (PDF) $660.00
Advanced Retirement Management Strategies (ARMS)  
Online, interactive version with online textbook (PDF) $700.00
Online, interactive version with a hard-copy of textbook $765.00
Advanced Estate Planning & Trust Strategies (AETS)  
Online, interactive version with online textbook (PDF) $700.00
Online, interactive version with a hard-copy of textbook $765.00
The Strategic Wealth 360 (SW360)  
Ten-week program including case materials, client interview, and oral presentation Enroll now
Estate and Trust Management Price(Cdn$)
Estate and Trust Administration (ETA)  

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

 $875.00
Online, interactive version with online textbook (PDF) (excl. Quebec) $795.00

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

 $875.00
Online, interactive version with online textbook (PDF) (Quebec) $795.00
Estate and Trust Asset Management (ETM)  
Online, interactive version with online textbook (PDF) $295.00
Taxation Considerations for Estates and Trusts (TET)  
Online, interactive version with online textbook (PDF) $295.00
Laws of Estates and 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 and the Client Experience - Estates and Trusts (ECE)  
Online, interactive version with online textbook (PDF) $295.00
Case Application Examination (0537)  
Proctored exam $695.00
Proctored exam (Québec) $695.00
BUSINESS BANKING
Small Business Banking Price(Cdn$)
Understanding the Small Business Environment (USBE)  
Online, interactive version with hard-copy textbook $380.00
Online, interactive version with online textbook (PDF) $350.00
Building Relationships with Small Business Clients (BRSB)  
Online interactive version with hardcopy textbook $380.00
Online, interactive version with online textbook (PDF) $350.00
Small Business Lending (SBL)  
Online interactive version with hardcopy textbook $765.00
Online, interactive version with online textbook (PDF) $700.00
Delivering Small Business Solutions (DSBS)  
Online interactive version with hardcopy textbook $370.00
Online, interactive version with online textbook (PDF) $350.00
Small Business Banking Certificate Examination (SBBE)  
Review of course material, Small Business Banking Check and proctored exam $300.00
Moody's Analytics Lending Courses Price(Cdn$)
Moody's Agribusiness Lending  
Online, interactive version with online textbook (PDF) $550.00
Moody's Analytics Analyzing Commercial Real Estate (ACRE)  
Online, interactive version with online textbook (PDF) $430.00
Moody's Analytics Commercial Lending (CLCA)  
Online, interactive version with online textbook (PDF) $1080.00
Managing Client Relationships (MCR)  
Online, interactive version with online textbook (PDF) $600.00
Moody's Analytics Profitability and Credit Risk (PCR)  
Online, interactive version with online textbook (PDF) $325.00
Problem Loans Course (PLC)  
Online, interactive version with online textbook (PDF) $375.00
Commercial Credit Certification Exam (CCL)  
Review of course material and proctored exam $300.00
MANAGEMENT, SUPERVISION AND COMPLIANCE
Securities Sector Price(Cdn$)
Conduct and Practices Handbook Course (CPH)  
Online, interactive version with online textbook (PDF) $700.00
Online, interactive version with hard-copy textbook $765.00
Branch Managers Course (BMC)  
Online, interactive version with hard-copy textbook $1100.00
Effective Management Seminar (EMS)  
Select your seminar date and time. Register Now
Partners, Directors and Senior Officers Course (PDO)  
Online, interactive version with hard-copy textbook $1185.00
Options Supervisors Course (OPSC)  
Online, interactive version with hard-copy textbook $1080.00
Canadian Commodity Supervisors Exam (CCSE)  
Online, interactive version with hard-copy textbook $995.00
Chief Compliance Officers Qualifying Exam (CCO)  
Online, interactive version with hard-copy textbook $445.00
Chief Financial Officers Qualifying Exam (CFO)  
Online, interactive version with hard-copy textbook $445.00
Financial Services Industry: Business Drivers and Challenges (FSDC)  
Online, with online interactive content $350.00
Understanding Investment Dealer Business Units  
Online, interactive course $140.00
Applied Investment Dealer Compliance  
Online, interactive course $205.00
Mutual Funds and Exempt Market Dealers Sector Price(Cdn$)
Branch Compliance Officer's Course (BCO)  
Online, interactive version with hard-copy textbook $400.00
Partners, Directors and Senior Officers Course (PDO)  
Online, interactive version with hard-copy textbook $1185.00
Chief Compliance Officers Qualifying Exam (CCO)  
Online, interactive version with hard-copy textbook $445.00
Banking Sector Price(Cdn$)
Branch Compliance Officer's Course (BCO)  
Online, interactive version with hard-copy textbook $400.00
Bank Management Fundamentals (BPM)  
Online, interactive version with online textbook (PDF) $550.00
Online, interactive version with hard-copy textbook $615.00
People and Team Management (PTM)  
Online, interactive version with online textbook (PDF) $550.00
Online, interactive version with hard-copy textbook $615.00
Financial Services Industry: Business Drivers and Challenges (FSDC)  
Online, interactive version with online textbook (PDF) $350.00
CONTINUING EDUCATION
Compliance, Trading & Management Price(Cdn$)
Anti Money Laundering & Terrorist Financing for Securities Professionals $70.00
Anti Money Laundering & Terrorist Financing for Banking Professionals (0916) $90.00
Anti Money Laundering & Terrorist Financing for Insurance Professionals (0917) $90.00
Applied Investment Dealer Compliance $205.00
CE Compliance Program Cycle 6 $220.00
CE Ethics Course, Institutional Version $275.00
CE Ethics Course, Retail Version $275.00
Conflicts of Interest $70.00
Corporate Governance $70.00
CPH for Industry Professionals $N/A
Debit Card Compliance (0919) $90.00
Enhanced Suitability for IIROC Advisors $70.00
Equity Trading and Sales $205.00
Fraud - Protect Yourself and Your Firm 2010 $70.00
International Taxation for Canadians $210.00
Guidelines for IIROC Advisors Using Social Media $70.00
Insider Trading: Regulations and Prevention $70.00
Investor Confidence 2010 $70.00
Knowing the Investor $130.00
Know Your Product $70.00
Overview and Trends: Trade Desk Risk Management and Compliance $275.00
Privacy: Personal Information Protection Alberta (0912) $90.00
Privacy: Personal Information Protection BC (0922) $90.00
Privacy: Personal Information Protection Federal (0902) $90.00
Risk Management in the Securities Industry 2010 $70.00
Role of the Gatekeeper $70.00
Safeguarding Market Integrity: Challenges and Solutions $205.00
Understanding High-Frequency Trading $70.00
Understanding Investment Dealer Business Units $140.00
Derivatives & Alternative Investments
All Access CE Subscription $350.00
Covered Call Writing* $70.00
Hedge Fund Essentials for Today's Financial Professional $205.00
How Mutual Funds and Hedge Funds Use Derivatives* $140.00
Principal-Protected Notes* $140.00
Understanding Private Equity* $70.00
Financial Planning, Insurance & Wealth Management
All Access CE Subscription $350.00
A Guide to International Investing* $70.00
Basics of Pension Plans (0477)* $70.00
Behavioural Finance - Get Inside Your Client's Mind $205.00
Benefit Plans (0452) $275.00
Business Succession for Small Business Clients* $70.00
Business Succession Planning (0442) $225.00
Estate Planning* $70.00
Ethical Practice in the Financial Services Industry (0493) $225.00
Financial Planning for Snowbirds (0450) $120.00
Financial Statements for Small Business (0669) $245.00
Individual Pension Plans * $70.00
Introduction to Law: Wills (0456) $225.00
Making Your Message Stick with Today's Client* $140.00
Planned Charitable Giving* $70.00
Trust Structures* $70.00
Trusts as Financial and Estate Planning Tools (0459) $275.00
Understanding TFSAs* $70.00
Working with Aging Clients* $70.00
Investments & Portfolio Management
ETFs: Opportunities and Risks* $N/A
Equity Trading and Sales $205.00
Fixed Income Trading and Sales $205.00
Income Trusts* $70.00
Investment Strategies for Retirees* $70.00
Portfolio Theory, Asset Allocation and Performance Measurement* $70.00
Segregated Funds* $70.00
Socially Responsible Investing* $70.00
The Natural Gas Market $70.00
The Gold Market – An Industry Overview and Investment Options $70.00
The Crude Oil Market – Industry Overview and Investment Options $70.00
Understanding High-Frequency Trading $70.00
Client Relations and Development
All Access CE Subscription $350.00
Client Debt Assessment and Management* $30.00
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 $70.00
Guidelines for Financial Professionals using Social Media* $25.00
Guidelines for IIROC Advisors Using Social Media $70.00
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