- Branch Managers Course (BMC) — Acronym, Canada,
- Canadian Commodity Supervisors Exam Course (CCSE) — Acronym, Canada,
- Canadian Insurance Course (CIC) — Acronym, Canada,
➥ Course developed for insurance agents, financial planners, independent insurance brokers or dual-licensed advisors.
- Canadian Insurance Course - Fast Track (CICT) — Acronym, Canada,
➥ Prerequisite for Life License Qualification Program (LLQP).
- Canadian Securities Course (CSC) — Acronym, Canada,
- Offers studies and analysis on Canadian marketplace and its economy focusing on fixed-income securities, segregated / hedge funds, and equity transactions.
➥ An investment management course recognized by the Canadian Securities Institute.
- Chief Compliance Officer [Qualifying Examination] (CCO) — Acronym, Canada,
- Chief Financial Officer [Qualifying Examination] (CFO) — Acronym, Canada,
- Conduct and Practices Handbook (CPH) — Acronym, Canada,
- A study in understanding the rules, regulations, practices and ethics for investment advisors or representatives.
➥ An investment advisor course.
- Derivatives Fundamentals and Options Licensing Course (DFOL) — Acronym, Canada,
- Derivatives Fundamentals Course (DFC) — Acronym, Canada,
- An overview of derivatives, futures, exchanged-traded options and swaps.
➥ A derivatives sales course.
- Future Licensing Course (FLC) — Acronym, Canada,
- Investment Funds in Canada (IFC) — Acronym, Canada,
- Provides in-depth studies in mutual funds, investment products and portfolios.
➥ A financial planning and wealth management course.
- Investment Management Techniques (IMT) — Acronym, Canada,
- Offers in-depth studies in investment policies, risk tolerance, securities, international investing and managed products.
➥ An investment management course needed to receive a CIM designation.
- Investment Representative Training Program (IRT) — Acronym, Canada,
- New Entrants Course (NEC) — Acronym, Canada,
- Options Licensing Course (OLC) — Acronym, Canada,
- Options Supervisors Course (OPSC) — Acronym, Canada,
- Partners, Directors & Officers Course (PDO) — Acronym, Canada,
- Portfolio Management Techniques Course (PMT) — Acronym, Canada,
- Trader Training Course (TTC) — Acronym, Canada,
- Wealth Management Essentials (WME) — Acronym, Canada,
- A course in budgeting, saving and debt / risk management in relation to retirement planning, estate planning and annuity based financial products.
➥ A financial planning licensing course.
