COURSES OFFERED BY CANADIAN SECURITIES INSTITUTE

In the competitive retail banking landscape, management decisions have a cascading effect. Understanding their impacts on the banking processes and employee-client relationships is imperative to being an effective manager.

The Applied Financial Planning (AFP) Certification Examination is an important and necessary step to become certified as a Personal Financial Planner (PFP®).

The Branch Compliance Officer’s Course (BCO) is designed for individuals who supervise mutual funds sales representatives. It meets requirements under the CIRO rules for a branch manager.

Whether you wish to embark on a financial planning or investment management career, the Wealth Management Essentials (WME®) course provides the foundational knowledge you need to succeed.

The LLQP is an essential foundation on which to build insurance expertise as an agent, financial security advisor, financial planner, independent broker, or dual-licensed advisor.

Most Canadians wish to contribute to society by paying their fair share of taxes and understand that the services provided by the government are financed out of the taxes they pay. However, Canadians also want to manage their tax expense wisely.

Learn about the communication techniques and relationship-building skills that are integral to a client-centric service environment. Explore the psychological and sociological characteristics that influence clients’ purchasing behaviour.

Expand your knowledge of portfolio management and tax planning strategies. Learn about the yield curve, derivatives, portfolio risk-return, financial markets, segregated funds, and also tax implications of residency, income splitting, attribution rules, and the taxation of trusts and businesses.

Examine the relationship between business and economics. Study the world economy’s competitive markets and how the Bank of Canada stabilizes the economy and controls inflation.

An introduction to the basic accounting techniques behind financial statements. Learn how to analyze and apply financial statement information. Understand how to make business decisions based on financial information.