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At CSI, the well-being of our valued learners and staff is our highest priority. Given the seriousness of the COVID-19, we suspended all in-person exams in Canada and internationally effective March 16, 2020. We have been monitoring the information from the government and local health authorities, and planning a reopening of some of our exam locations. Click here for more information.

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Conduct and Practices Handbook Course (CPH)®

It's a very complicated financial landscape with ever-changing regulations that professionals like you must stay knowledgeable and compliant with. The CPH course helps demystify all of the rules, providing you a clear and current understanding of the rules, regulations, practices and ethics that will guide you through your career.


Compliance with Regulatory Requirements including IIROC proficiency requirements Improved employability – by demonstrating that you are proactively committed to ethical practice and compliance with industry requirements A keen understanding of standards of conduct
Deeper knowledge of securities rules + legislation


  • Investment Advisor
  • Financial Planner
  • Portfolio Manager
  • Account Manager