Quick Links

Learning
Exams & Support
Credentials
Corporate Solutions
Platforms
About

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.

Home > Learning > Courses

Expand All| Collapse All

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

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

Lending,Retirement and Insurance Supplement

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

LLQP Insurance Course (LIC) - Common Law(Prerequisite course to qualify to write the provincial Life Licence Qualification Program (LLQP) examination for all provinces and territories excluding Quebec)

Course includes electronic modular textbook & on-line learning activities $475

LLQP Insurance Course (LIC) - Civil Code(Prerequisite course to qualify to write the provincial Life Licence Qualification Program (LLQP) examination for the province of Quebec only)

Course includes electronic modular textbook & on-line learning activities $475

LLQP Insurance Course (LIC) - Canada(Prerequisite course to qualify to write the provincial Life Licence Qualification Program (LLQP) examination for all provinces and territories including Quebec)

Course includes electronic modular textbook & on-line learning activities $475

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

Dealing with High Net Worth Clients Program

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