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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
CSC® Refresh

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)
Income Trusts*
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