Skip to content

Please note that the CE Search tool is currently unavailable during scheduled maintenance and is expected to be back online December 11, 2018 9:00 am (EST). We apologize for any inconvenience this may cause.

Please note that we are currently investigating an issue with the Activity Start Date functionality and will have it resolved soon. We apologize for any inconvenience this may cause.

FPSC-Approved CE Search Tool

CE Search Results

Filter

  • Recently Added
Please select this option to search for activities added within the last 60 days.

  • $210.00
    9 Credits
    Ongoing Activity

    International Taxation for Canadians

    Canadian Securities Institute (CSI)

    With more Canadians investing and spending extended amounts of time outside of Canada, the complexity of their taxation needs has evolved and grown to reach beyond the domestic borders of Canada. ...

  • $70.00
    3 Credits
    Various Locations

    Enhancing Client Relationships – CRM Phase 2

    Canadian Securities Institute (CSI)

    CSI’s CE online mini-course called Enhancing Client Relationships – CRM Phase 2 provides a comprehensive survey of CRM2 changes with particular emphasis on fee disclosure and performance reporting ...

  • N/A
    3 Credits
    Ongoing Activity

    Working with Aging clients: Best Practices and Compliance Guidance

    Canadian Securities Institute (CSI)

    Given that a disproportionate number of disciplinary proceedings against advisors in recent years in Canada and the United States involved investors that were 60 years of age or older (“senior ...

  • N/A
    10 Credits
    Ongoing Activity

    ETFs for Mutual Fund Representatives

    Canadian Securities Institute (CSI)

    This course is designed for individuals who are currently licensed as mutual fund dealing representatives. Employees and agents who participate in the sale of mutual funds for a mutual fund dealer to ...

Showing 1 - 4 of 4 total records