Français A A A

Click this button to access your shopping cart

0

At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19.

Previously Offered Courses

Below is an alphabetized listing of previously offered CSI courses. Please click on the link below to view the course details.

Anti Money Laundering & Terrorist Financing for Banking Professionals (0916) - Feb 1, 2022

Anti Money Laundering & Terrorist Financing for Insurance Professionals (0917)

Anti Money Laundering & Terrorist Financing for Securities Professionals - Feb 1, 2022

Advanced Retirement Management Strategies (ARMS)

Advanced Estate Planning* & Trust Strategies (AETS)

Advanced Retirement & Estate Planning Strategies (ARES)

AFP Exam Prep Tool

Bank Financial Risk Management (0015)

Basics of Pension Plans (0477)

Benefit Plans (0452)

Building High Net Worth

Business Finance (0950)

Business Succession for Small Business Clients

Business Succession Planning (0442)

Business Taxation Issues and Planning (0443) - Feb 1, 2022

Broker Liability

Canadian Funds Course (CFC)

Canadian Insurance Course (CIC)

Canadian Insurance Course-Fast Track (CICT)

CE Ethics Course, Institutional Version

CE Compliance Program Cycle 5

CE Compliance Program Cycle 6

Charts and Formations

Commodities as Investments (CAI)

Compliance with Know Your Product Requirements - Feb 1, 2022

Communicating to Succeed: Business Communications - Feb 1, 2022

Communicating to Succeed: Business Writing - Feb 1, 2022

Communicating to Succeed: Interpersonal Communications Course - Feb 1, 2022

Conflicts of Interest

Consequences of Non-Compliance in the Securities Industry 2013

Consumer Behaviour and Financial Needs (0930)

Consumer Credit (0551)

Consumer Credit and Mortgage Advice (CCMA)

Commercial Mortgage Lending (0558)

Communicating to Succeed (0920)

Corporate Governance

CPH for Industry Professionals

CSI Reference Materials

CSC^® Audiobook

CSI Capstone course for CFP Certification

Debit Card Compliance (0919)

Developing a Social Media Plan for Financial Professionals

Energy Markets - Risk Management Course (ERM)

Enhanced Suitability for IIROC Advisors- Feb 18, 2022

Engineering of a Trust

Equity Monetization

Enhancing Client Relationships CRM Phase 2 - Feb 1, 2022

ETFs for Mutual Fund Representatives

ETFs: Opportunities and Risks

Financial Management in Retirement

Financial Markets Risk Management Course (FRM)

Financial Modeling Course (FMC)

Financial Planning Course for Insurance Professionals (FPP)

Financial Products and Services (0945)

Financial Services: An Overview (0591)

Financial Statements for Small Business (0669)

Financial Marketing (0020)

Financial Modelling Course

Fixed-Income Investing

Fraud – Protect Yourself and Your Firm 2010

Global Financial Systems and Markets (0018)

Guidelines for IIROC Advisors Using Social Media

Guidelines for Financial Professionals Using Social Media

Hedge Fund Essentials for Today's Financial Professional

Human Resources Management (0016)

Integrative Project �?? FICB (0030)

Introduction to Bank Financial Risk Management (0935)

Introduction to Law: Wills (0456)

Introduction to Social Media for Financial Professionals

Investment Funds: An International Perspective (0270)

Investor Confidence 2010

Knowing the Investor

Know Your Product

Marketing (0915)

Managing Compensation Related Conflicts of Interest - Feb 1, 2022

Options Strategies Course (OSTC)

Organizational Behaviour (0910)

Overview and Trends: Trade Desk Risk Management and Compliance - Feb 1, 2022

Planning Strategies for Seniors: The Home Income Plan (0576)*

Pre-Retirement Planning

Privacy: Personal Information Protection Federal (0902)

Privacy: Personal Information Protection Alberta (0912)

Privacy: Personal Information Protection BC (0922)

Private Placements and Prospectus-Exempt Securities - Feb 1, 2022

Professional Financial Planning Course (PFPC^®)

Portfolio Theory, Asset Allocation and Performance Measurement - Feb 1, 2022

Quantitative Analysis

Residential Mortgage and Lending (0552)

Responsible Investment: Trends & Opportunities

Retirement Planning (0465)

Risk Management in the Securities Industry 2010

Small Business Operations and Financial Analysis (SBOF)

Socially Responsible Investing

Trading Compliance for Investment Representatives - Feb 1, 2022

Trading Compliance for Institutional Registrants - Feb 1, 2022

Trusts as Financial and Estate Planning Tools (0459)

Trust Structures

Understanding Margin: Benefits and Risks

Understanding Private Equity

Safeguarding Market Integrity: Challenges and Solutions- Feb 1, 2022

Strategic Thinking (0029)

Strategic Wealth 360 (SW360)

Understanding the Needs of New Immigrant Clients - Feb 1, 2022

Using IT to Gain Competitive Advantage (0019)

Working with Aging Clients

Working with Aging Clients - Best Practices and Compliance Guidance

Working with vulnerable clients - Feb 1, 2022