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All Access CE Subscription – Professional Development


Exclusive benefits of an All Access CE *Subscription includes:

  • Full access to an extensive suite of carefully selected – Professional Development (PD) CE courses**
  • Automatic access to new CE courses as they’re developed or updated
  • Conveniently pay only once for an entire cycle
  • Access to unbiased content from CSI
  • 80% discount off the regular retail price
  • Can be used as a financial services reference tool
  • Handy 24/7 online access

Who should enrol?

The All Access CE Subscription Professional Development is designed for the novice investor and financial professionals at banks and security firms who need to gain PD CE credits to maintain their good standing, and for any professional who wants to be kept up-to-date on new financial topics and industry trends.

Note* If you need to meet compliance hours – please go here as ‘all access' courses are primarily intended to meet your PD hours.

* Subscriptions are valid from the time of purchase until December 31, 2017 at the end of IIROC Cycle 6.

Please note: The enrollment period for each course within the All Access CE Subscription is 6 months. However, if you do not complete the course within the 6 months you may re-enrol. There is no charge for re-enrolling as long as you do so before Dec 31, 2017. You will not receive additional credits for courses you have already completed if you re-enrol.

** The courses included in The All Access CE Subscription  – Professional Development are as follows:

Investment Management & Trading

  • Covered Call Writing
  • Principal-Protected Notes
  • Understanding Private Equity
  • ETFs: Evolution and Emerging Trends
  • Understanding High Frequency Trading
  • Investment Strategies for Retirees
  • Portfolio Theory, Asset Allocation and Performance Measurement
  • Segregated Funds
  • The Gold Market – An Industry Overview and Investment Options
  • The Crude Oil Market – Industry Overview and Investment Options
  • The Natural Gas Market
  • Responsible Investment: Trends and Opportunities
  • Overview of Institutional Markets

Financial Planning, Insurance & Wealth Management

  • A Guide to International Investing
  • Benefits at Retirement
  • Business Succession for Small Business Clients
  • Client Debt Assessment and Management
  • Estate Planning
  • Executive Compensation (EXCO)
  • Financial Management at Your Client's Retirement
  • Identifying a Private Client's Corporate Banking Needs (ICCB)
  • Individual Pension Plans
  • Making Your Message Stick with Today's Client
  • Planned Charitable Giving
  • Preparing for Retirement
  • Understanding the needs of New Immigrant Clients
  • Understanding TFSAs
  • Working with Aging Clients: Best Practises and Compliance Guidance

Retail & Business Banking

  • Client Debt Assessment and Management
  • Culture of Compliance: Working in Financial Services
  • Developing a Social Media Plan for Financial Professionals
  • Guidelines for Financial Professionals using Social Media
  • Introduction to Social Media for Financial Professionals
  • Safeguard Elderly Clients from Financial Fraud
  • Understanding the Needs of New Immigrant Clients
  • Business Succession for Small Business Clients

Continuing Education (CE) Credits

Click the links below or the buttons at the top of the page on the right side to access CE accreditation information. To search for specific course information, press Ctrl + F and then enter the course name to search the document for the information you are interested in.

National/Provincial (Excluding Quebec)
Download CE Chart (PDF, 163 kb)

Quebec (IQPF/CSF)
Download IQPF/CSF Chart (PDF, 182 kb)

Please note: While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the charts above may be subject to change.

For details on the organizations and other information on CE Credits listed in the above charts, please click here.