As a not-for-profit organization, IFSE offers a competitively priced lineup of financial services industry courses. By making our specialized training affordable, we ensure that financial education is widely accessible.
To view a list of the pricing for all of our courses, please see below.
|Exempt Market Proficiency Course (EMP)||$650||$550|
|Accredited Investor and Offering Memorandum Case Study||$40||$40|
|Officers’, Partners’ and Directors’ Course (OPD)||$400||$300|
|Ethics for Exempt Market Dealer Representatives||$160||$160|
|Continuing Education/Professional Development||Standard
|Segregated Funds Course||$90||$90|
|Exchange-traded Funds Course||$160||$160|
|Ethics and Professional Practice (Common Law)||$70||$70|
|Ethics and Professional Practice (Civil Code)||$70||$70|
|Ethics and Standard of Conduct||$50||$50|
|Navigating the Regulatory Environment||$60||$60|
|Getting Qualified and Registered||$50||$50|
|Knowing Your Suitability Obligations||$80||$80|
|Understanding Your Business Conduct Responsibilities||$60||$60|
|Avoiding Prohibited Practices||$50||$50|
|Dealing with New Clients and Seniors||$50||$50|
|Leverage Suitability Case Study||$80||$80|
|Conflicts of Interest Case Study||$80||$80|
|Tax-efficient Investing Course||$160||$160|
|Leveraging for Investments Course||$60||$60|
|Client Relationship Model Phase 2 (CRM2)||$0||$0|
Students associated with an Investment Funds Institute of Canada (IFIC) member company may qualify for a corporate discount. Prior to enrolling for a course, check with your employer or institution or contact us about whether discounts apply as IFSE is unable to refund the price difference after purchase.
Where applicable, fees may apply for certain activities (e.g. arranging for a special exam session, extending a course registration, re-writing an exam).
Note: Prices are subject to applicable taxes. Prices are also subject to change.
Course and other fees can be paid by using Visa, Mastercard or American Express. Payment may also be made by certified cheque, money order, or bank draft for a non-refundable administration fee of $25.00. IFSE does not accept personal cheques. nor cash payments.
Official receipts are available online at the time of payment for fees paid by credit card. Receipts for fees paid by either certified cheque, money order, or bank draft are available online within 2 – 4 weeks.