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

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 Insurance Professionals (0917)

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)

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)

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

Chartered Strategic Wealth Professional (CSWP),
previously known as the Chartered Professional (Ch.P.) Strategic Wealth^®

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)

Engineering of a Trust

Equity Monetization

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)

Options Strategies Course (OSTC)

Organizational Behaviour (0910)

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)

Professional Financial Planning Course (PFPC^®)

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

Technical Analysis Course (TAC)

Trusts as Financial and Estate Planning Tools (0459)

Trust Structures

Understanding Margin: Benefits and Risks

Understanding Private Equity

Strategic Thinking (0029)

Strategic Wealth 360 (SW360)

Using IT to Gain Competitive Advantage (0019)

Working with Aging Clients

Working with Aging Clients - Best Practices and Compliance Guidance