Learn at your pace
Courses & digital programmes
Practical, self-paced courses and programmes — structured to help you learn on your own schedule, at your own pace.
New · Canadian Wealth Mastery
Beyond certification — the applied programs that make you the advisor firms fight to hire.
Founding cohorts now reserving. Explore all 27 programs and the CWP designation.
foundationCIRE — Canadian Investment Regulatory Exam
Tier 0 · Regulatory foundation · Essentials $179 · Plus $249 · Pro $379
foundationRSE — Retail Securities Exam
Tier 0 · Regulatory foundation · Essentials $179 · Plus $249 · Pro $379
foundationCSC — Canadian Securities Course
Tier 0 · Regulatory foundation · Essentials $229 · Plus $299 · Pro $449
intermediateCFP — Certified Financial Planner
Tier 1 · Professional designation · Essentials $379 · Plus $479 · Pro $679
intermediatePFP — Personal Financial Planner
Tier 1 · Professional designation · Essentials $349 · Plus $449 · Pro $649
intermediateCIM — Chartered Investment Manager
Tier 1 · Professional designation · Essentials $329 · Plus $429 · Pro $629
intermediateCFA — Chartered Financial Analyst
Tier 1 · Professional designation · Essentials $379 · Plus $479 · Pro $679
advancedCIWM — Certified International Wealth Manager
Tier 2 · Elite credential · Essentials $479 · Plus $599 · Pro $829
advancedFCSI — Fellow of the Canadian Securities Institute
Tier 2 · Elite credential · Essentials $429 · Plus $549 · Pro $779
advancedRFP — Registered Financial Planner
Tier 2 · Elite credential · Essentials $499 · Plus $619 · Pro $849
Certification Strategy & Career Pathways
Sequencing, prerequisites, ROI and career pathways across all 10 credentials