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Courses Overview

Investments & Banking

IFSE’s investments-related courses are suitable for individuals who work – or want to work – in the financial services industry, or for those seeking to improve their knowledge of investments.

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Canadian Investment Funds Course (CIFC)90 Day Training CourseCanadian Investment Funds Operations Course (CIFOC)Labour Sponsored Investment Funds Course (LSIF)Canadian Deposits Self-Study Course (CDC)Ethics and Professional Conduct Course (EPC)Investing in Alternative Mutual Funds and Hedge FundsCanadian Compliance Course (CCC)-testBranch Managers’ Examination Course (BME)

Insurance

IFSE’s insurance-related courses are suitable for individuals who work – or want to work – in the financial services industry, or for those seeking to improve their knowledge of insurance.

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Life License Qualification Program (LLQP)Accident and Sickness CourseEthics and Professional Practice (Civil Code)Ethics and Professional Practice (Common Law)

Exempt Market

IFSE’s exempt market-related courses are suitable for individuals who work – or want to work – in the financial services industry, or for those seeking to improve their knowledge of exempt market products.
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Ethics for Exempt Market Dealer RepresentativesAccredited Investor and Offering Memorandum Exemption Case StudyCanadian Compliance Course (CCC)Exempt Market Proficiency Course (EMP)

Continuing Education/ Professional Development

A commitment to professional development helps financial advisors provide the best possible advice to their clients. Continuing education can help you stay current on financial products, investment strategies and industry regulations. IFSE offers several courses for financial advisors to satisfy their CE requirements.

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Exchange-Traded Funds CourseSegregated FundsTax-Efficient InvestingLeveraging for InvestmentsEthics and Professional Practice (Civil Code)Ethics and Professional Practice (Common Law)Ethics and Standard of ConductNavigating the Regulatory EnvironmentUnderstanding Your Business Conduct ResponsibilitiesGetting Qualified and RegisteredKnowing Your Suitability ObligationsAvoiding Prohibited PracticesLeverage Suitability Course and Case StudyOpening New AccountsConflict of Interest Course and Case StudyBuilding Education SavingsGifting InvestmentsInvesting within Life EventsMillennials – Debt Management StrategiesRetirement: Registered PlansAnti-Money Laundering and Terrorist Financing (AMLTF) 101Anti-Money Laundering and Terrorist Financing (AMLTF) 201First Home Savings Accounts (FHSAs)

Course Pricing

To view a complete list of our course prices click here >