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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.

YOU WILL DEVELOP

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

LEADS TO careers SUCH AS:

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