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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)

Bank Financial Risk Management (0015)

Basics of Pension Plans (0477)

Benefit Plans (0452)

Building High Net Worth

Business Finance (0950)

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

Charts and Formations

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

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

CSI Reference Materials

Debit Card Compliance (0919)

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 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)

Fixed-Income Investing

Global Financial Systems and Markets (0018)

Human Resources Management (0016)

Integrative Project – FICB (0030)

Introduction to Bank Financial Risk Management (0935)

Introduction to Law: Wills (0456)

Investment Funds: An International Perspective (0270)

Marketing (0915)

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)

Retirement Planning (0465)

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

Strategic Thinking (0029)

Using IT to Gain Competitive Advantage (0019)

Working with Aging Clients