Course Catalogue

Applied Financial Planning Certification Exam (AFP)

• AFP Certification Examination Enrolment $750

Branch Compliance Officer’s Course (BCO)

• BCO Online, Interactive Version with Hard-Copy Textbook $530
• BCO Online, Interactive Version with PDF Textbook $490

Canadian Securities Course (CSC®)

• CSC® Value Pack Combo $1620
• Online, Interactive Version with Online PDF, eBook and Hard-Copy Textbook $1320
• Online, Interactive Version with Online PDF and eBook Textbook $1220
• Canadian Securities Course (CSC®) for Investors $550

Financial Planning I (FP I)

• Online, interactive version with hard-copy textbook $875
• Online, interactive version with PDF textbook $800

Financial Planning II (FP II)

• Online, interactive version with hard-copy textbook $875
• Online, interactive version with PDF textbook $800

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 hard-copy textbook $725
• Online, interactive version with PDF readings $650

Personal Financial Services Advice (PFSA)

• Online, interactive version with hard-copy textbook $725
• Online, interactive version with PDF readings $650

Personal Lending and Mortgages (PLM)

• Online, interactive version $565
• Online, interactive version including hard-copy textbook $640

Bank Management Fundamentals (BMF)

• BMF Online, interactive version $565
• BMF Course includes hard-copy of textbook $640

Business Development Planning – Bank Management (BDPM)

• Online, interactive version $550
• Online, interactive version including hard-copy textbook $625

People and Team Management (PTM)

• Online, interactive version $550
• Online, interactive version including hard-copy textbook $625

Applied Financial Planning Certification Exam (AFP)

• AFP Certification Examination Enrolment $750

Canadian Securities Course (CSC®)

• CSC® Value Pack Combo $1620
• Online, Interactive Version with Online PDF, eBook and Hard-Copy Textbook $1320
• Online, Interactive Version with Online PDF and eBook Textbook $1220
• Canadian Securities Course (CSC®) for Investors $550

Financial Planning Integration Course (FPIC)

• Financial Planning Integration Course – Bankers Path $400
• Financial Planning Integration Course – Investment Advisors Path $400
• Financial Planning Integration Course – Mutual Fund Path $

Financial Planning Supplement (FPSU)

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

Wealth Management Essentials (WME®)

• Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1725
• Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF) $1625

WME Course For Financial Planners (WME-FP)

• Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1200
• Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF) $1070

WME Course For Investment Managers (WME-IM)

• Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1200
• Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF) $1070

WME Course For Wealth Managers (WME-WM)

• Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1120
• Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF) $990

Applied Financial Planning Certification Exam (AFP)

• AFP Certification Examination Enrolment $750

Canadian Securities Course (CSC®)

• CSC® Value Pack Combo $1620
• Online, Interactive Version with Online PDF, eBook and Hard-Copy Textbook $1320
• Online, Interactive Version with Online PDF and eBook Textbook $1220
• Canadian Securities Course (CSC®) for Investors $550

Financial Planning I (FP I)

• Online, interactive version with hard-copy textbook $875
• Online, interactive version with PDF textbook $800

Financial Planning II (FP II)

• Online, interactive version with hard-copy textbook $875
• Online, interactive version with PDF textbook $800

Investment Funds in Canada (IFC)

• Value Pack Combo $715
• Online, Interactive Version with Hard-Copy Textbook $520
• Online, Interactive Version with PDF Textbook $470

Law, Estate and Tax Supplement (LETS)

• Online, Interactive Version with PDF Textbook $600

Lending, Retirement and Insurance Supplement (LRIS)

• LRIS course includes PDF, e-Books and review questions $600

Personal Financial Services Advice (PFSA)

• Online, interactive version with hard-copy textbook $725
• Online, interactive version with PDF readings $650

Advanced Mutual Funds Advice Program (AMFA)

• Client Discovery (AMFA) $200
• Tax Planning (AMFA) $200
• Retirement Planning (AMFA) $200
• Estate Planning (AMFA) $200
• Foundations of Investment Management (AMFA) $200
• Retirement Income Planning and Products (AMFA) $200
• Practice Management for Mutual Fund Representatives (AMFA) $200

Canadian Securities Course (CSC®)

• CSC® Value Pack Combo $1620
• Online, Interactive Version with Online PDF, eBook and Hard-Copy Textbook $1320
• Online, Interactive Version with Online PDF and eBook Textbook $1220
• Canadian Securities Course (CSC®) for Investors $550

Insurance Ethics And Professional Practice Module (IEPP)

• Online, Interactive version – Common Law $125
• Online, Interactive version – Civil Code $125

Investment Funds in Canada (IFC)

• Value Pack Combo $715
• Online, Interactive Version with Hard-Copy Textbook $520
• Online, Interactive Version with PDF Textbook $470

Life License Qualification Program Insurance Course (LLQP)

• LLQP Insurance Course (Common Law) $475
• LLQP Insurance Course (Civil Code) $475
• LLQP Insurance Course (Canada) $475

Accounting (ACC)

• ACC Online with hard-copy textbook $585

Economics (ECO)

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

Financial Planning for Businesses – Quebec (FPB)

• Online, Interactive Version with PDF Textbook $525
• Online with hard-copy textbook $575

Fundamentals of Personal Finance – Quebec (FPF)

• Online with hard-copy textbook $625

Insurance & Retirement – Quebec (INR)

• Online with hard-copy textbook $625

Investment & Tax Planning – Quebec (ITP)

• Online with hard-copy textbook $625

Investment & Taxation Fundamentals – Quebec (ITF)

• Online with hard-copy textbook $625

Investment Funds in Canada (IFC)

• Value Pack Combo $715
• Online, Interactive Version with Hard-Copy Textbook $520
• Online, Interactive Version with PDF Textbook $470

Legal and Ethical aspects of Financial Planning – Quebec (LEFP)

• Online, Interactive Version with PDF Textbook $525
• Online with hard-copy textbook $575

Risk Management & Estate Planning – Quebec (RMEP)

• Online with hard-copy textbook $625

Canadian Securities Course (CSC®) for Investors (CSC-INVESTORS)

• CSC-INVESTORS Online, Interactive Version $550
• CSC-INVESTORS Value Pack Combo $950

Advanced Investment Strategies (AIS)

• AIS Online, Interactive Version with Hard-Copy Textbook $1000
• AIS Online, Interactive Version with PDF Textbook $925

Canadian Securities Course (CSC®)

• CSC® Value Pack Combo $1620
• Online, Interactive Version with Online PDF, eBook and Hard-Copy Textbook $1320
• Online, Interactive Version with Online PDF and eBook Textbook $1220
• Canadian Securities Course (CSC®) for Investors $550

Conduct and Practices Handbook Course (CPH®)

• CPH Online, Interactive Version with Hard-Copy Textbook $975
• CPH Online, Interactive Version with PDF Textbook $935

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

• IATP online, interactive version with PDF textbook $635

Investment Management Techniques (IMT®)

• Online, Interactive Version with Hard-Copy Textbook $1240
• Online, Interactive Version with PDF Textbook $1165

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

• Online, Interactive Version $485

New Entrants Course (NEC)

• Online, interactive version with hard-copy textbooks $1800
• Online, interactive version with PDF textbooks $1625

Portfolio Management Techniques (PMT®)

• Online, Interactive Version with Hard-Copy Textbook $1165
• Online, Interactive Version with PDF Textbook $1125

Wealth Management Essentials (WME®)

• Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1725
• Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF) $1625

WME Course For Financial Planners (WME-FP)

• Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1200
• Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF) $1070

WME Course For Investment Managers (WME-IM)

• Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1200
• Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF) $1070

WME Course For Wealth Managers (WME-WM)

• Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1120
• Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF) $990

Advanced Derivatives Market Strategies Course (ADMS)

• ADMS Online, interactive version with PDF textbook $985
• ADMS Online, interactive version with hard-copy textbook $1060

Canadian Commodity Supervisors Exam (CCSE)

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

Derivatives Fundamentals and Options Licensing Course (DFOL)

• Online, Interactive Version with Hard-Copy Textbook $1530
• Online, Interactive Version with PDF Textbook $1455
• DFOL with Futures Licensing Course Complete Online Version with Hard-Copy Textbooks $2310
• DFOL with Futures Licensing Course – Complete Online Versions with PDF Textbooks $2195

Derivatives Fundamentals Course (DFC®)

• Online, interactive version with hard-copy textbook $1115
• Online, interactive version with PDF textbook $1040
• DFC with Futures Licensing Course Complete online version with hard-copy textbooks $1895
• DFC with Futures Licensing Course – Complete online versions with PDF textbooks $1780

Futures Licensing Course (FLC)

• Online, interactive version with hard-copy textbook $780
• Online, interactive version with PDF textbook $740
• FLC with Derivatives Fundamentals Course (DFC) complete online version with hard-copy textbooks $1895
• FLC with Derivatives Fundamentals Course (DFC) complete online version with PDF textbooks $1780

Options Licensing Course (OLC)

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

Options Supervisors Course (OPSC)

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

Technical Analysis Course (TAC)

• Technical Analysis Course (TAC) $835

Trader Training Course (TTC)

• Online, interactive version with hard-copy textbook $1495
• Online, interactive version with PDF textbook $1455

Canadian Securities Course (CSC®)

• CSC® Value Pack Combo $1620
• Online, Interactive Version with Online PDF, eBook and Hard-Copy Textbook $1320
• Online, Interactive Version with Online PDF and eBook Textbook $1220
• Canadian Securities Course (CSC®) for Investors $550

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 (MFSB)

Canadian Securities Course (CSC®) for Investors (CSC-INVESTORS)

• CSC-INVESTORS Online, Interactive Version $550
• CSC-INVESTORS Value Pack Combo $950

Futures Licensing Course (FLC)

• Online, interactive version with hard-copy textbook $780
• Online, interactive version with PDF textbook $740
• FLC with Derivatives Fundamentals Course (DFC) complete online version with hard-copy textbooks $1895
• FLC with Derivatives Fundamentals Course (DFC) complete online version with PDF textbooks $1780

Advanced Investment Strategies (AIS)

• AIS Online, Interactive Version with Hard-Copy Textbook $1000
• AIS Online, Interactive Version with PDF Textbook $925

Canadian Securities Course (CSC®)

• CSC® Value Pack Combo $1620
• Online, Interactive Version with Online PDF, eBook and Hard-Copy Textbook $1320
• Online, Interactive Version with Online PDF and eBook Textbook $1220
• Canadian Securities Course (CSC®) for Investors $550

CIWM Certification Examination

• CIWM Certification Examination $995
• CIWM Certification Examination – Re-enrollment $995

Conduct and Practices Handbook Course (CPH®)

• CPH Online, Interactive Version with Hard-Copy Textbook $975
• CPH Online, Interactive Version with PDF Textbook $935

Dealing With High Net Worth Clients Program (DHNW)

• Dealing With Special High Net Worth Client Situations $350
• Estate Planning For High Net Worth Clients $350
• Investment Strategies For High Net Worth Clients $350
• Practice Management in High Net Worth Segment $350
• Retirement Planning For High Net Worth Clients $350

Wealth Management Essentials (WME®)

• Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1725
• Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF) $1625

WME Course For Financial Planners (WME-FP)

• Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1200
• Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF) $1070

WME Course For Investment Managers (WME-IM)

• Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1200
• Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF) $1070

WME Course For Wealth Managers (WME-WM)

• Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family $1120
• Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF) $990

Case Application Examination (CAE)

• Online, Interactive version – Canada/Common Law $720
• Online, Interactive version – Québec/Civil Code $720

Estate and Trust Administration (ETA)

• ETA Online, interactive version $870
• ETA Course including hard-copy of textbook $960
• ETA Online, interactive version $870
• ETA Course including hard-copy of textbook $960

Estate and Trust Asset Management (ETM)

• ETM Online, interactive version $295
• ETM Course including hard-copy of textbook $360

Ethics and the Client Experience – Estates and Trusts (ECE)

• ECE Online, interactive version $295
• ECE Course including hard-copy of textbook $330

Laws of Estates and Trusts (LET)

• LET Online, interactive version $295
• LET Course including hard-copy of textbook $355
• LET Online, interactive version $295
• LET Course including hard-copy of textbook $355

Taxation Considerations for Estates and Trusts (TET)

• TET Online, interactive version $295
• TET Course including hard-copy of textbook $330

Moody’s Delivering Small Business Solutions (DSBS)

Moody’s Optimizing Relationships with Small Business Clients

Moody’s Small Business Lending (SBL)

Managing Client Relationships (MCR)

Moody’s Accounting for Credit Professionals (ACP)

Moody’s Analyzing Commercial Real Estate (ACRE)

Moody’s Commercial Lending (CLCA)

Moody’s Foundations of banking and credit

Applied Investment Dealer Compliance (AIDC)

• AIDC Online mini-course $215

Canadian Commodity Supervisors Exam (CCSE)

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

Chief Compliance Officers Qualifying Examination (CCO)

• Online, interactive version with hard-copy textbook $820
• Online, interactive version with PDF textbook $780

Chief Financial Officers Qualifying Examination (CFO)

• Online, interactive version with hard copy textbook $830
• Online, interactive version with PDF textbook $780

Conduct and Practices Handbook Course (CPH®)

• CPH Online, Interactive Version with Hard-Copy Textbook $975
• CPH Online, Interactive Version with PDF Textbook $935

Financial Services Industry: Business Drivers and Challenges (FSDC)

• Online, Interactive Version $395

Investment Dealer Compliance Course (IDCC)

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

Investment Dealer Supervisors Course (IDSC)

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

Options Supervisors Course (OPSC)

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

Partners, Directors and Senior Officers Course (PDO)

• Online, Interactive Version with Hard-Copy Textbook $1565
• Online, Interactive Version with PDF Textbook $1525

Understanding Investment Dealer Business Units (UIDB)

• UIDB Online mini-course $150

Branch Compliance Officer’s Course (BCO)

• BCO Online, Interactive Version with Hard-Copy Textbook $530
• BCO Online, Interactive Version with PDF Textbook $490

Chief Compliance Officers Qualifying Examination (CCO)

• Online, interactive version with hard-copy textbook $820
• Online, interactive version with PDF textbook $780

Partners, Directors and Senior Officers Course (PDO)

• Online, Interactive Version with Hard-Copy Textbook $1565
• Online, Interactive Version with PDF Textbook $1525

Bank Management Fundamentals (BMF)

• BMF Online, interactive version $565
• BMF Course includes hard-copy of textbook $640

Branch Compliance Officer’s Course (BCO)

• BCO Online, Interactive Version with Hard-Copy Textbook $530
• BCO Online, Interactive Version with PDF Textbook $490

Financial Services Industry: Business Drivers and Challenges (FSDC)

• Online, Interactive Version $395

People and Team Management (PTM)

• Online, interactive version $550
• Online, interactive version including hard-copy textbook $625

Behavioural Economics for Financial Advisors (BEFA)

• Online audio mini-course $175

Ethical Practice in the Financial Service Industry (EPFSI)

• EPFSI Online Mini Course $280

Financial Planning For Snowbirds (FPS)

• FPS Online module and quiz $140

Investment Strategies For Retirees (ISR)

• ISR Online mini-course $85

Safeguard Elderly Clients From Financial Fraud (SECF)

• SECF Online mini-course $30

Advertising, Marketing, and Social Media (AMSM)

• AMSM Online mini-course $70

Behavioural Economics for Financial Advisors (BEFA)

• Online audio mini-course $175

Estate Planning (EP)

• EP Online mini-course $85

Ethical Practice in the Financial Service Industry (EPFSI)

• EPFSI Online Mini Course $280

Financial Planning For Snowbirds (FPS)

• FPS Online module and quiz $140

Safeguard Elderly Clients From Financial Fraud (SECF)

• SECF Online mini-course $30

Tax-Free Savings Account – Rules and Options (TFSA)

• TFSA Online mini-course $85

A Practical Guide to ESG Investing for Advisors (PGIA)

• Online, interactive version with PDF textbook $30

Alternative Strategies: Hedge Funds And Liquid Alternatives (ASHF)

• Online, interactive version $200

Covered Call ETFs (CCETF)

• Online mini-course $45

Covered Call Writing (CCW)

• CCW Online mini-course $85

ETFs For Mutual Fund Representatives (ETFM)

• ETFM Online mini-course $179

Hedge Funds And Liquid Alternatives For Mutual Fund Representatives (HFLA)

• HFLA Online, interactive version $200

Introduction to Canadian Depositary Receipts

• Online Mini-Course $30

Introduction to Canadian Depositary Receipts

• Online Mini-Course $30

Introduction to Digital Assets

• DA Online mini-course $45

Investing In ETFs (ETFCE)

• ETFCE Online mini-course $115

Investing In Inflationary Times (IIT)

• IIT Online mini-course $65

Investing in Private Markets (IPM)

• IPM Online mini-course $115

Investing in Real Assets

• IRA Online mini-course $85

Investment Strategies For Retirees (ISR)

• ISR Online mini-course $85

Negative Interest Rates: Origins And Implications (NIR)

• NIR Online mini-course $80

Principal–Protected Notes (PPN)

• PPN Online mini-course $170

Responsible Investing Using ESG Factors (RIUF)

• RIUF Online, interactive version with online textbook (PDF) $85

Royalty and Streaming Companies (RSC)

• RSC Online module and quiz $30

Split Shares (SPSH)

• Online, interactive version $45

Tax-Free Savings Account – Rules and Options (TFSA)

• TFSA Online mini-course $85

Understanding High-Frequency Trading (UHFT)

• Online mini-course $85

Advertising, Marketing, and Social Media (AMSM)

• AMSM Online mini-course $70

Behavioural Economics for Financial Advisors (BEFA)

• Online audio mini-course $175

CIWM Certification Examination

• CIWM Certification Examination $995
• CIWM Certification Examination – Re-enrollment $995

Cybersecurity and Privacy (CYPR)

• CYPR Online mini-course $70

Dealing With High Net Worth Clients Program (DHNW)

• Dealing With Special High Net Worth Client Situations $350
• Estate Planning For High Net Worth Clients $350
• Investment Strategies For High Net Worth Clients $350
• Practice Management in High Net Worth Segment $350
• Retirement Planning For High Net Worth Clients $350

Estate Planning (EP)

• EP Online mini-course $85

Ethical Practice in the Financial Service Industry (EPFSI)

• EPFSI Online Mini Course $280

Financial Planning For Snowbirds (FPS)

• FPS Online module and quiz $140

Generating Retirement Income (GRI)

• GRI Online mini-course $115

Harnessing the Power of Social Media (HPSM)

• Online Mini-Course $99

Retirement Accumulation Structures And Strategies (RASS)

• RASS Online mini-course $200

Safeguard Elderly Clients From Financial Fraud (SECF)

• SECF Online mini-course $30

Split Shares (SPSH)

• Online, interactive version $45

Tax-Free Savings Account – Rules and Options (TFSA)

• TFSA Online mini-course $85

Transitioning Into Retirement (TIR)

• TIR Online mini-course $115

Advertising, Marketing, and Social Media (AMSM)

• AMSM Online mini-course $70

Safeguard Elderly Clients From Financial Fraud (SECF)

• SECF Online mini-course $30

Advertising, Marketing, and Social Media (AMSM)

• AMSM Online mini-course $70

Anti Money Laundering & Beneficial Ownership (AMLBO)

• AMLBO Online mini-course $70

Anti Money Laundering & Terrorist Financing For Securities Professionals (AML)

• AML Online mini-course $85

Applied Investment Dealer Compliance (AIDC)

• AIDC Online mini-course $215

CE Compliance Program Cycle 10 (CECC)

• CE Cycle 10 online, self-study course $250

CE Ethics Course, Retail Version (EMCS)

• EMCS Online, self-study course $280

Client Focused Reforms (CFR) 2024 Series

• Keeping up with Regulatory Change – CFR 2024 $70
• Conflicts of Interest – CFR 2024 $70
• Know Your Product – CFR 2024 $70
• Enhanced KYC and Suitability – CFR 2024 $70
• Protecting Aging and Vulnerable Clients – CFR 2024 $70

Cybersecurity and Privacy (CYPR)

• CYPR Online mini-course $70

ETFs For Mutual Fund Representatives (ETFM)

• ETFM Online mini-course $179

Ethics For Institutional Registrants (EIR)

• EIR online, interactive version with online textbook (PDF) $85

Insider Trading: Regulations And Prevention (ITRP)

• ITRP Online mini-course $85

Investing In Bitcoin: Opportunities And Risks (BTC)

• BTC Online mini-course $140

Key Compliance Considerations for Institutional Registrants (KCIN)

• Online, interactive version with PDF textbook $140

Key Compliance Considerations for Investment Representatives (KCIR)

• Online, interactive version with PDF textbook $140

Managed Accounts: Compliance Issues And Considerations (MAS)

• MAS Online mini-course $70

Role Of The Gatekeeper (RG)

• RG Online mini-course $80

Tax-Free Savings Account – Rules and Options (TFSA)

• TFSA Online mini-course $85

Understanding Investment Dealer Business Units (UIDB)

• UIDB Online mini-course $150