Course Catalogue

Our courses, certificates and designations are mandated by employers and regulators and represent proven mastery of skills required to perform a job at a high level. Our credentials enable financial services professionals to take charge of their careers and expand their skills beyond basic licensing requirements to focus on the needs of their clients.

Our courses, certificates and designations are mandated by employers and regulators and represent proven mastery of skills required to perform a job at a high level. Our credentials enable financial services professionals to take charge of their careers and expand their skills beyond basic licensing requirements to focus on the needs of their clients.

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Retail Banking

Financial Advice

Applied Financial Planning (AFP) Certification Examination

  • Proctored exam with online resources $750

Branch Compliance Officer's Course (BCO)

  • Online, interactive version with hard-copy textbook $530
  • Online, interactive version with PDF textbook $490

Canadian Securities Course (CSC®)

  • Online, interactive version with online textbook (PDF) $1220
  • Online, interactive version with hard-copy textbook $1320
  • Canadian Securities Course (CSC®) Value Pack Combo $1620

Financial Planning I (FP I)

  • Online, interactive version with online textbook (PDF) $800
  • Online, interactive version eBook & hard-copy textbook $875

Financial Planning II (FP II)

  • Online, interactive version with online textbook (PDF) $800
  • Online, interactive version eBook & hard-copy textbook $875

Investment Funds in Canada (IFC)

  • Investment Funds in Canada (IFC) Value Pack Combo $715
  • Online, interactive version with hard copy textbook $520
  • Online, interactive version with PDF textbook $470

Personal Financial Services Advice (PFSA)

  • Online, interactive version with online textbook (PDF) $650
  • Online, interactive version eBook & hard-copy textbook $725

Lending

Personal Financial Services Advice (PFSA)

  • Online, interactive version with online textbook (PDF) $650
  • Online, interactive version eBook & hard-copy textbook $725

Personal Lending & Mortgages (PLM)

  • Online, interactive version with online textbook (PDF) $565
  • Online, interactive version with hard-copy textbook $640

Bank Management

Bank Management Fundamentals

  • Online, interactive version with online textbook (PDF) $565
  • Online, interactive version with hard-copy textbook $640

Business Development Planning - Bank Management (BDPM)

  • Online, interactive version with online textbook (PDF) $550
  • Online, interactive version with hard-copy textbook $625

People & Team Management

  • Online, interactive version with online textbook (PDF) $550
  • Online, interactive version with hard-copy textbook $625

Financial Planning & Insurance

Securities Sector

Applied Financial Planning (AFP) Certification Examination

  • Proctored exam with online interactive content $750

Financial Planning Integration Course (FPIC)

  • The FPIC - Bankers Path includes the most up-to-date versions of the following courses: IFC, PFSA, FPI, and FPII. Select this course if you have successfully completed the aforementioned courses. $400
  • The FPIC - Investment Advisors Path includes the most up-to-date versions of the following courses: CSC®, FPSU, and WME®. Select this course if you have successfully completed the aforementioned courses. $400

Canadian Securities Course (CSC®)

  • Online, interactive version with online textbook (PDF) $1220
  • Online, interactive version with hard-copy textbook $1320
  • Canadian Securities Course (CSC®) Value Pack Combo $1620

Financial Planning Supplement (FPSU)

  • Online, interactive version with online textbook (PDF) $985
  • Online, interactive version with hard-copy textbook $1030

Fundamentals of Financial Planning (FOFP)

  • Online, interactive version with online textbook (PDF) $750
  • Online, interactive version with hard-copy textbook $822

Wealth Management Essentials (WME®)

  • Online, interactive version including the online WME® textbook & KPMG Tax Planning for You & Your Family (PDF) $1570
  • Online, interactive version including hard-copies of the WME® textbook & KPMG Tax Planning for You & Your Family $1670

WME® for Financial Planners

  • Online, interactive version including the online WME® textbook & KPMG Tax Planning for You & Your Family (PDF) $1025
  • Online, interactive version including hard-copies of the WME® textbook & KPMG Tax Planning for You & Your Family $1125

WME® for Investment Managers

  • Online, interactive version including the online WME® textbook & KPMG Tax Planning for You & Your Family (PDF) $1025
  • Online, interactive version including hard-copies of the WME® textbook & KPMG Tax Planning for You & Your Family $1125

WME® for Wealth Managers

  • Online, interactive version including the online WME® textbook & KPMG Tax Planning for You & Your Family (PDF) $950
  • Online, interactive version including hard-copies of the WME® textbook & KPMG Tax Planning for You & Your Family $1050

Banking Sector

Applied Financial Planning (AFP) Certification Examination

  • Proctored exam with online interactive content $750

Canadian Securities Course (CSC®)

  • Online, interactive version with online textbook (PDF) $1220
  • Online, interactive version with hard-copy textbook $1320
  • Canadian Securities Course (CSC®) Value Pack Combo $1620

Financial Planning I (FP I)

  • Online, interactive version with online textbook (PDF) $800
  • Online, interactive version eBook & hard-copy textbook $875

Financial Planning II (FP II)

  • Online, interactive version with online textbook (PDF) $800
  • Online, interactive version eBook & hard-copy textbook $875

Law, Estate and Tax Supplement (LETS)

  • Online, Interactive Version with PDF Textbook $600

Lending,Retirement and Insurance Supplement

  • Course includes pdf, e-Books and review questions $600

Investment Funds in Canada (IFC)

  • Investment Funds in Canada (IFC) Value Pack Combo $715
  • Online, interactive version with hard copy textbook $520
  • Online, interactive version with PDF textbook $470

Personal Financial Services Advice (PFSA)

  • Online, interactive version with online textbook (PDF) $650
  • Online, interactive version eBook & hard-copy textbook $725

Mutual Fund & Insurance Sector

Canadian Securities Course (CSC®)

  • Online, interactive version with online textbook (PDF) $1220
  • Online, interactive version with hard-copy textbook $1320
  • Canadian Securities Course (CSC®) Value Pack Combo $1620

Investment Funds in Canada (IFC)

  • Investment Funds in Canada (IFC) Value Pack Combo $715
  • Online, interactive version with hard copy textbook $520
  • Online, interactive version with PDF textbook $470

Fundamentals of Financial Planning (FOFP)

  • Online, interactive version with online textbook (PDF) $750
  • Online, interactive version eBook & hard-copy textbook $822

Building a Mutual Funds Advisory Practice (BMAP)

  • Online, interactive version with online textbook (PDF) $625
  • Online, interactive version with hard-copy textbook $670

Insurance Ethics & Professional Practice Module (IEPP) - Common Law

  • Course includes electronic modular textbook & on-line learning activities $125

Insurance Ethics & Professional Practice Module (IEPP) - Civil Code

  • Course includes electronic modular textbook & on-line learning activities $125

Financial Planning - Quebec IQPF

Fundamentals of Personal Finance - Quebec (0700)

  • Online, interactive version with hard-copy textbook (PFP®-Quebec) $625

Investment & Taxation Fundamentals - Quebec (0774)

  • Online, interactive version with hard-copy textbook $625

Insurance & Retirement - Quebec (0778)

  • Online, interactive version with hard-copy textbook $625

Investment & Tax Planning - Quebec (0782)

  • Online, interactive version with hard-copy textbook $625

Risk Management & Estate Planning* - Quebec (0786)

  • Online, interactive version with hard-copy textbook $625

Investment Funds in Canada (IFC)

  • Investment Funds in Canada (IFC) Value Pack Combo $715
  • Online, interactive version with hard copy textbook $520
  • Online, interactive version with PDF textbook $470

Economics (0960)

  • Online, interactive version with hard-copy textbook $585

Accounting (0955)

  • Online, version with eBook $585

Legal & Ethical Aspects of Financial Planning (0790)

  • Online, interactive version with hard-copy textbook $525

Financial Planning for Businesses in Quebec (0125)

  • Online, interactive version with hard-copy textbook $525

Investors

Futures Licensing Course (FLC)

  • Online, interactive course with PDF textbook $740
  • Online, interactive course with hard-copy of textbook $780

Canadian Securities Course (CSC®) for Investors

  • Online, interactive program; with online textbook (PDF) $550
  • Online, interactive program; with hard-copy textbook $650
  • Value Pack Combo $950

Investment Management & Trading

Securities

Canadian Securities Course (CSC®)

  • Online, interactive version with online textbook (PDF) $1220
  • Online, interactive version with hard-copy textbook $1320
  • Canadian Securities Course (CSC®) Value Pack Combo $1620

Conduct & Practices Handbook Course (CPH®)

  • Online, interactive version with online textbook (PDF) $935
  • Online, interactive version with hard-copy textbook $975

Investment Representative Training Program (30-day) (IRT)

  • Online, with online interactive content $485

Investment Advisor Training Program (90-day) (IATP)

  • Online, interactive version with online textbook (PDF) $635

Investment Management Techniques (IMT®)

  • Online, interactive version with online textbook (PDF) $1120
  • Online, interactive version with hard-copy textbooks $1195

Portfolio Management Techniques (PMT®)

  • Online, Interactive version with Hard Copy Textbook $1125
  • Online, Interactive version with PDF Textbook $1085

Wealth Management Essentials (WME®)

  • Online, interactive version including the online WME® textbook & KPMG Tax Planning for You & Your Family (PDF) $1570
  • Online, interactive version including hard-copies of the WME® textbook & KPMG Tax Planning for You & Your Family $1670

WME for Financial Planners

  • Online, interactive version including the online WME textbook & KPMG Tax Planning for You & Your Family (PDF) $1125
  • Online, interactive version including hard-copies of the WME textbook & KPMG Tax Planning for You & Your Family $1025

WME® for Investment Managers

  • Online, interactive version including the online WME® textbook & KPMG Tax Planning for You & Your Family (PDF) $1025
  • Online, interactive version including hard-copies of the WME® textbook & KPMG Tax Planning for You & Your Family $1125

WME® for Wealth Managers

  • Online, interactive version including the online WME® textbook & KPMG Tax Planning for You & Your Family (PDF) $950
  • Online, interactive version including hard-copies of the WME® textbook & KPMG Tax Planning for You & Your Family $1050

Advanced Investment Strategies (AIS)

  • Online, interactive version with online textbook (PDF) $890
  • Online, interactive version with hard-copy textbook $965

New Entrants Course (NEC)

  • Online, interactive version with online textbooks (PDF) $1560
  • Online, interactive version with hard-copy textbook $1735

Derivatives

Advanced Derivatives Market Strategies Course (ADMS)

  • Online, interactive version with online textbook (PDF) $985
  • Online, interactive version with hard-copy textbook $1060

Derivatives Fundamentals Course (DFC)

  • Online, interactive version with online textbook (PDF) $1000
  • Online, interactive version with hard-copy textbook $1075

Derivatives Fundamentals & Options Licensing Course (DFOL)

  • Online version, with electronic DFC textbook (PDF) & hard-copy OLC textbook $1400
  • Online, interactive version with hard-copy DFC & hard-copy OLC textbooks $1475

Futures Licensing Course (FLC)

  • Online, interactive version with PDF textbook $740
  • Online, interactive course with hard-copy textbook $780

Options Licensing Course (OLC)

  • Online, interactive version with PDF textbook $740
  • Online, interactive version with hard-copy textbook $815

Options Supervisors Course (OPSC)

  • Online, interactive version with PDF textbook $1390
  • Online, interactive version with hard-copy textbook $1430

Canadian Commodity Supervisors Exam (CCSE)

  • Online, interactive version with PDF textbook $1260
  • Online, interactive version with hard-copy textbook $1300

Trading

Trader Training Course (TTC)

  • Online, interactive version with PDF textbook $1400
  • Online, interactive version with hard-copy textbook $1440

Fixed Income Trading & Sales (FIT)

  • Online, interactive version with online textbook (PDF) $255

Equity Trading & Sales (ETS)

  • Online, interactive version with online textbook (PDF) $215

Technical Analysis Course (TAC)

  • Online, interactive version with hard-copy textbook $835

Mutual Funds

Canadian Securities Course (CSC®)

  • Online, interactive version with online textbook (PDF) $1220
  • Online, interactive version with hard-copy textbook $1320
  • Canadian Securities Course (CSC®) Value Pack Combo $1620

Investment Funds in Canada (IFC)

  • Investment Funds in Canada (IFC) Value Pack Combo $715
  • Online, interactive version with hard copy textbook $520
  • Online, interactive version with PDF textbook $470

The 90-Day MF Skills Builder

  • Online, with online interactive content $190

Building a Mutual Funds Advisory Practice (BMAP)

  • Online, interactive version with online textbook (PDF) $625
  • Online, interactive version with hard-copy textbook $670

Investors

Futures Licensing Course (FLC)

  • Online, interactive course with PDF textbook $740
  • Online, interactive course with hard-copy of textbook $780

Canadian Securities Course (CSC®) for Investors

  • Online, interactive program; with online textbook (PDF) $550
  • Online, interactive program; with hard-copy textbook $650
  • Value Pack Combo $950

Wealth Management & Private Banking

Wealth Management

Canadian Securities Course (CSC®)

  • Online, interactive version with online textbook (PDF) $1220
  • Online, interactive version with hard-copy textbook $1320
  • Canadian Securities Course (CSC®) Value Pack Combo $1620

Conduct & Practices Handbook Course (CPH®)

  • Online, interactive version with online textbook (PDF) $935
  • Online, interactive version with hard-copy textbook $975

Wealth Management Essentials (WME®)

  • Online, interactive version including the online WME® textbook & KPMG Tax Planning for You & Your Family (PDF) $1570
  • Online, interactive version including hard-copies of the WME® textbook & KPMG Tax Planning for You & Your Family $1670

WME® for Financial Planners

  • Online, interactive version including the online WME® textbook & KPMG Tax Planning for You & Your Family (PDF) $1025
  • Online, interactive version including hard-copies of the WME® textbook & KPMG Tax Planning for You & Your Family $1125

WME® for Investment Managers

  • Online, interactive version including the online WME® textbook & KPMG Tax Planning for You & Your Family (PDF) $1025
  • Online, interactive version including hard-copies of the WME® textbook & KPMG Tax Planning for You & Your Family $1125

WME® for Wealth Managers

  • Online, interactive version including the online WME® textbook & KPMG Tax Planning for You & Your Family (PDF) $950
  • Online, interactive version including hard-copies of the WME® textbook & KPMG Tax Planning for You & Your Family $1050

Advanced Investment Strategies (AIS)

  • Online, interactive version with online textbook (PDF) $890
  • Online, interactive version with hard-copy textbook $965

Estate & Trust Management

Estate & Trust Administration (ETA)

  • Online, interactive version with hard-copy textbook (excl. Quebec) $960
  • Online, interactive version with online textbook (PDF) (excl. Quebec) $870
  • Online, interactive version with hard-copy textbook (Quebec) $960
  • Online, interactive version with online textbook (PDF) (Quebec) $870

Estate & Trust Asset Management (ETM)

  • Online, interactive version with online textbook (PDF) $295
  • Online, interactive version with hard-copy textbook $360

Taxation Considerations for Estates & Trusts (TET)

  • Online, interactive version with online textbook (PDF) $295
  • Online, interactive version with hard-copy textbook $330

Laws of Estates & Trusts (LET)

  • Online, interactive version with online textbook (PDF) - Civil Code (Quebec) $295
  • Online, interactive version with textbook $355
  • Online, interactive version with online textbook (PDF) - Common Law (excl. Quebec) $295
  • Online, interactive version with textbook $355

Ethics & the Client Experience - Estates & Trusts (ECE)

  • Online, interactive version with online textbook (PDF) $295
  • Online, interactive version with textbook $330

Case Application Examination (0537)

  • Canada/Common Law Version $720
  • Québec/Civil Code Version $720

Leadership, Management & Compliance

Securities Sector

Conduct & Practices Handbook Course (CPH®)

  • Online, interactive version with online textbook (PDF) $935
  • Online, interactive version with hard-copy textbook $975

Investment Dealer Supervisors Course (IDSC)

  • Course includes hard-copy textbook $1515
  • Online, interactive version with PDF textbook $1475

Partners, Directors & Senior Officers Course (PDO)

  • Online, interactive version with hard-copy textbook $1565
  • Online, interactive version with PDF textbook $1525

Options Supervisors Course (OPSC)

  • Online, interactive version with hard-copy textbook $1430
  • Online, interactive version with PDF textbook $1390

Canadian Commodity Supervisors Exam (CCSE)

  • Online, interactive version with hard-copy textbook $1300
  • Online, interactive version with PDF textbook $1260

Chief Compliance Officers Qualifying Exam (CCO)

  • Online, interactive version with hard-copy textbook $765
  • Online, interactive version with PDF textbook $725

Chief Financial Officers Qualifying Exam (CFO)

  • Online, interactive version with hard-copy textbook $725

Financial Services Industry: Business Drivers & Challenges (FSDC)

  • Online, with online interactive content $395

Understanding Investment Dealer Business Units

  • Online, interactive course $150

Applied Investment Dealer Compliance (AIDC)

  • Online, interactive course $215

Investment Dealer Compliance Course (IDCC)

  • Online, interactive version with online textbook (PDF) $995
  • Online, interactive version with hard copy textbook $1070

Mutual Funds & Exempt Market Dealers Sector

Branch Compliance Officer's Course (BCO)

  • Online, interactive version with hard-copy textbook $530
  • Online, interactive version with PDF textbook $490

Partners, Directors & Senior Officers Course (PDO)

  • Online, interactive version with hard-copy textbook $1565
  • Online, interactive version with PDF textbook $1525

Chief Compliance Officers Qualifying Exam (CCO)

  • Online, interactive version with hard-copy textbook $765
  • Online, interactive version with PDF textbook $725

Banking Sector

Branch Compliance Officer's Course (BCO)

  • Online, interactive version with hard-copy textbook $530
  • Online, interactive version with PDF textbook $490

Bank Management Fundamentals (BMF)

  • Online, interactive version with online textbook (PDF) $565
  • Online, interactive version with hard-copy textbook $640

People & Team Management (PTM)

  • Online, interactive version with online textbook (PDF) $550
  • Online, interactive version with hard-copy textbook $625

Financial Services Industry: Business Drivers & Challenges (FSDC)

  • Online, interactive version with online textbook (PDF) $395

Continuing Education

Retail Banking

Investment Strategies for Retirees*

  • Online, interactive course $85

Financial Planning for Snowbirds (FPS)

  • Online, interactive course $140

Making Your Message Stick with Today's Client*

  • Online, interactive course $150

Safeguard Elderly Clients from Financial Fraud*

  • Online, interactive course $30

Financial Planning & Insurance

Estate Planning*

  • Online, interactive course $85

Financial Planning for Snowbirds (FPS)

  • Online, interactive course $140

Individual Pension Plans*

  • Online, interactive course $115

Making Your Message Stick with Today's Client*

  • Online, interactive course $150

Safeguard Elderly Clients from Financial Fraud*

  • Online, interactive course $30

Social Media Compliance Guidelines

  • Online, interactive course $70

Tax-Free Savings Account - Rules and Options

  • Online, interactive course $85

Investment Management & Trading

Equity Trading & Sales

  • Online, interactive course $215

ETFs for Mutual Fund Representatives

  • Online, interactive course $179

Fixed Income Trading & Sales

  • Online, interactive course $255

Introduction to Digital Assets (DA)

  • Online, interactive course $45

Investing in Inflationary Times (IIT)

  • Online, interactive course $65

Investing in Private Markets (IPM)

  • Online, interactive course $115

Investment Strategies for Retirees*

  • Online, interactive course $85

Investing in ETF's

  • Online, interactive course $115

Negative Interest Rates: Origins and Implications

  • Online, interactive course $80

Responsible Investing Using ESG Factors (RIUF)

  • Online, interactive course $170

Principal-Protected Notes*

  • Online, interactive course $170

Tax-Free Savings Account - Rules and Options

  • Online, interactive course $85

Investing in real assets

  • Online, interactive course $85

Wealth Management & Private Banking

Business Banking

Making Your Message Stick with Today's Client*

  • Online, interactive course $150

Social Media Compliance Guidelines

  • Online, interactive course $70

Safeguard Elderly Clients from Financial Fraud*

  • Online, interactive course $30

Leadership, Management & Compliance

Anti Money Laundering & Beneficial Ownership

  • Online, interactive course $70

Applied Investment Dealer Compliance (AIDC)

  • Online, interactive course $215

CE Compliance Program Cycle 9 (CECC)

  • Online, interactive course $250

CE Ethics Course, Retail Version

  • Online, interactive course $280

Cybersecurity & Privacy

  • Online, interactive course $70

ETFs for Mutal Fund Representatives

  • Online, interactive course $179

Ethics For Institutional Registrants

  • Online, interactive course $85

Fixed Income Trading & Sales (FIT)

  • Online, interactive course $255

Insider Trading: Regulations & Prevention

  • Online, interactive course $85

Investing In Bitcoin: Opportunities And Risks (BTC)

  • Online, interactive course $140

Role of the Gatekeeper

  • Online, interactive course $80

Social Media Compliance Guidelines

  • Online, interactive course $70

Tax-Free Savings Account - Rules and Options

  • Online, interactive course $85

Understanding Investment Dealer Business Units

  • Online, interactive course $150