Our approach to financial professional development is built on practical application, regulatory alignment, and flexible learning formats designed for Canadian financial specialists.
Live virtual sessions with experienced financial professionals who bring real-world context to theoretical concepts. Interactive discussions, case analyses, and collaborative problem-solving in small groups.
Comprehensive learning modules accessible anytime, anywhere. Structured progression with knowledge checkpoints, practical exercises, and scenario-based assessments to ensure concept mastery at your own pace.
Customized on-site programs tailored to organizational needs. Focused on practical application within your specific operational context, addressing your team's unique challenges and objectives.
Our AML programs address the specific requirements of the Financial Transactions and Reports Analysis Centre of Canada, helping financial institutions meet their reporting and monitoring obligations.
Content aligned with Office of the Superintendent of Financial Institutions regulatory frameworks for risk management and capital adequacy in Canadian financial institutions.
Coverage of provincial securities commission requirements and recent regulatory developments affecting investment operations across Canadian jurisdictions.
Training on PIPEDA and provincial privacy laws affecting financial data handling, customer information management, and data protection requirements.
Our certification process is designed to verify knowledge acquisition and practical application skills:
Comprehensive evaluations through scenario-based questions that test application of concepts rather than simple memorization.
Case-based projects that simulate real-world financial scenarios requiring analysis and solution development.
Clear criteria for course completion including minimum assessment scores, participation requirements, and assignment completion.
Detailed certificates specifying course content, learning outcomes, and continuing education credits applicable to professional designations.
To ensure a productive learning environment and meaningful outcomes, our programs have the following expectations:
Reliable internet connection, updated web browser, and basic computer skills for accessing online learning materials and participating in virtual sessions.
Clear expectations about required study hours, scheduled session attendance, and assignment completion timelines for each program.
Active engagement in discussions, completion of interim assessments, and contribution to collaborative learning activities.
Transparent information about any required background knowledge, experience, or prior coursework needed for specific advanced programs.
Continuing education (CE) credits are calculated based on actual learning hours, excluding breaks and administrative activities. One hour of structured learning typically equals one CE credit. Upon completion, participants receive a detailed certificate specifying the number of credits earned, course content covered, and learning outcomes achieved. This documentation can be submitted to professional associations and regulatory bodies for CE recognition.
We offer multiple secure payment options including credit/debit cards, electronic fund transfers, and organizational purchase orders. For corporate clients, we provide invoicing with net-30 terms. Payment plans are available for longer programs and can be arranged during the registration process. Group enrollments from the same organization qualify for tiered discounts based on participant numbers.
Standard access to digital course materials extends for six months after program completion, allowing you to review content as needed for practical application. Reference documents, templates, and tools provided during the course remain accessible through our learning portal. For an additional fee, extended access can be purchased in 6-month increments. Course updates and regulatory changes are also communicated to past participants via email for 12 months after completion.
Our flexible rescheduling policy allows participants to transfer to a future offering of the same course at no additional cost with 14 days' notice before the start date. Cancellations made 21 days or more before the course start date receive a full refund less a $50 administrative fee. Cancellations between 14-20 days receive a 75% refund or full credit toward a future course. Cancellations with less than 14 days' notice receive a 50% credit toward a future course. Substitutions of participants from the same organization are accepted at any time at no charge.
Yes, we offer personalized learning path consultations for individuals seeking to develop specific competencies. Based on your current role, experience, and career objectives, our education advisors can recommend a sequence of complementary courses and learning activities. For organizations, we provide skills gap analysis and tailored curriculum development to address specific operational needs and compliance requirements. Custom learning paths can combine elements from different courses and include specialized assessments to verify skill acquisition.
Take the next step in your professional development with courses designed specifically for Canadian financial specialists.