Are you seeking to reposition your firm, university, college and community for growth and recover stronger from the Covid-19 pandemic? Why not invest in building the resource capacity of your organisation by subscribing to globally respected designations and courses offered by the Canadian Securities Institute (CSI)?

Please contact the Growth Perspectives Representative in your region to discuss the needs of your organisation and the CSI programs (designations and courses) that can meet its needs.  

Designations

Personal Financial Planner (PFP®)

Chartered Investment Manager (CIM®)

Certified International Wealth Manager (CIWM)

Estate & Trust Professional (MTI®)

Courses

Click on each heading to display courses

LICENSING COURSES

INVESTMENT ADVISOR
Canadian Securities Course (CSC®)
Conduct and Practices Handbook Course (CPH)
Investment Advisor Training Program (90-day)
Wealth Management Essentials (WME)
WME for Financial Planners
WME for Investment Managers
WME for Wealth Managers
New Entrants Course (NEC)

INVESTMENT REPRESENTATIVE
Investment Representative Training Program (30-day)
Canadian Securities Course (CSC®)
Conduct and Practices Handbook Course (CPH)

IIROC PORTFOLIO MANAGEMENT
Investment Management Techniques (IMT)
Portfolio Management Techniques (PMT)
Wealth Management Essentials (WME)
Advanced Investment Strategies (AIS)

IIROC COMPLIANCE
Partners, Directors and Senior Officers Course (PDO)
Branch Managers Course (BMC)
Canadian Commodity Supervisors Exam Course (CCSE)
Chief Compliance Officers Qualifying Examination (CCO)
Chief Financial Officers Qualifying Exam (CFO)
Options Supervisors Course (OPSC)
Branch Compliance Officer’s Course (BCO)

MUTUAL FUNDS
Investment Funds in Canada (IFC)
Canadian Securities Course (CSC®)
Branch Compliance Officer’s Course (BCO)
Partners, Directors and Senior Officers Course (PDO)
Branch Managers Course (BMC)
The 90-Day MF Skills Builder

EXEMPT MARKET INDUSTRY / PORTFOLIO MANAGEMENT
Canadian Securities Course (CSC®)
Investment Management Techniques (IMT)
IIROC Portfolio Management Techniques (PMT)
Partners, Directors and Senior Officers Course (PDO)
Chief Compliance Officers Qualifying Examination (CCO)

INSURANCE
LLQP Insurance Course
Accident and Sickness Insurance Course
Insurance Ethics and Professional Practice Module

TRAINING
Trader Training Course (TTC)

CERTIFICATIONS

Certificate in Advanced Mutual Funds Advice
Certificate in Advanced Financial Advice
Certificate in Financial Services Advice
Certificate in Personal Banking
Certificate in Advanced Investment Advice
Certificate in Advanced Mutual Funds Advice
Certificate in Derivatives Market Strategies
Certificate in Equity Trading and Sales
Certificate in Fixed Income Trading and Sales
Certificate in Investment Dealer Compliance
Certificate in Technical Analysis
Certificate in Banking Management
Certificate in Investment Dealer Compliance
Certificate in Banking Management
Certificate in Financial Services Advice
Certificate in Personal Banking
Certificate in Advanced Investment Advice
Certificate in Estate Planning and Trust Strategy
Certificate in Retirement Strategy

LEADERSHIP, MANAGEMENT & COMPLIANCE

SECURITIES SECTOR
Conduct & Practices Handbook Course (CPH)
Branch Managers Course (BMC)
Effective Management Seminar (EMS)
Partners, Directors & Senior Officers Course (PDO)
Options Supervisors Course (OPSC)
Canadian Commodity Supervisors Exam (CCSE)
Chief Compliance Officers Qualifying Exam (CCO)
Chief Financial Officers Qualifying Exam (CFO)
Financial Services Industry: Business Drivers & Challenges (FSDC)
Understanding Investment Dealer Business Units
Applied Investment Dealer Compliance
Investment Dealer Compliance Course (IDCC)
Enhancing Client Relationships – CRM Phase 2


MUTUAL FUNDS & EXEMPT MARKET DEALERS SECTOR
Branch Compliance Officer’s Course (BCO)
Partners, Directors & Senior Officers Course (PDO)
Chief Compliance Officers Qualifying Exam (CCO)


BANKING SECTOR
Branch Compliance Officer’s Course (BCO)
Bank Management Fundamentals (BPM)
People & Team Management (PTM)
Investment & Tax Planning – Quebec

INVESTMENT MANAGEMENT & TRADING

SECURITIES
Canadian Securities Course (CSC®)
Conduct & Practices Handbook Course (CPH)
Investment Representative Training Program (30-day) (IRT)
Investment Advisor Training Program (90-day) (IATP)
Investment Management Techniques (IMT)
Portfolio Management Techniques (PMT)
Wealth Management Essentials (WME)
WME for Financial Planners
WME for Investment Managers
WME for Wealth Managers
Advanced Investment Strategies (AIS)
New Entrants Course (NEC)


DERIVATIVES
Advanced Derivatives Market Strategies Course (ADMS)
Derivatives Fundamentals Course (DFC)
Derivatives Fundamentals & Options Licensing Course (DFOL)
Futures Licensing Course (FLC)
Options Licensing Course (OLC)
Options Supervisors Course (OPSC)
Canadian Commodity Supervisors Exam (CCSE)


TRADING
Trader Training Course (TTC)
Fixed Income Trading & Sales (FIT)
Equity Trading & Sales (ETS)
Technical Analysis Course (New) (TACN)

MUTUAL FUNDS
Canadian Securities Course (CSC®)
Investment Funds in Canada (IFC)
The 90-Day MF Skills Builder
Building a Mutual Funds Advisory Practice (BMAP)

INVESTORS
Futures Licensing Course (FLC)
Canadian Securities Course (CSC®) for Investors

FINANCIAL PLANNING & INSURANCE

SECURITIES SECTOR
Applied Financial Planning (AFP)
Certification Examination
Financial Planning Integration Course (FPIC)
Canadian Securities Course (CSC®)
Financial Planning Supplement (FPSU)
Fundamentals of Financial Planning (FOFP)
Wealth Management Essentials (WME)
WME for Financial Planners
WME for Investment Managers
WME for Wealth Managers

FINANCIAL PLANNING – QUEBEC IQPF
Fundamentals of Personal Finance – Quebec
Investment & Taxation Fundamentals – Quebec
Insurance & Retirement – Quebec
Investment & Tax Planning – Quebec
Risk Management & Estate Planning – Quebec
Investment Funds in Canada (IFC)
Economics
Accounting
Legal & Ethical Aspects of Financial Planning
Financial Planning for Businesses in Quebec

INVESTORS
Futures Licensing Course (FLC)
Canadian Securities Course (CSC®) for Investors

RETAIL BANKING

FINANCIAL ADVICE
Applied Financial Planning (AFP)
Certification Examination
Canadian Securities Course (CSC®)
Financial Planning I (FP I)
Financial Planning II (FP II)
Investment Funds in Canada (IFC)
Personal Financial Services Advice (PFSA)

LENDING
Personal Financial Services Advice (PFSA)
Personal Lending & Mortgages (PLM)

BANK MANAGEMENT
Bank Management Fundamentals
Business Development Planning – Bank Management (BDPM)
People & Team Management

WEALTH MANAGEMENT & PRIVATE BANKING

WEALTH MANAGEMENT
Canadian Securities Course (CSC®)
Conduct & Practices Handbook Course (CPH)
Wealth Management Essentials (WME)
WME for Financial Planners
WME for Investment Managers
WME for Wealth Managers
Advanced Investment Strategies (AIS)
Dealing with High Net Worth
Clients Program

ESTATE & TRUST MANAGEMENT
Estate & Trust Administration (ETA)
Estate & Trust Asset Management (ETM)
Taxation Considerations for Estates & Trusts (TET)
Laws of Estates & Trusts (LET)
Ethics & the Client Experience – Estates & Trusts (ECE)
Case Application Examination

CLICK HERE for More Information about the Courses distributed by GP on behalf of the Canadian Securities Institute

Latin America Representative

Mr. Daniel Campbell

Telephone No: 1-784-527-0101

Email address: d.campbell@growthperspectives.co


Caribbean Representative

Leighton Ellis

Dr. Leighton Ellis

Telephone No: 1-876-408-1581

Email address: lellis@growthperspectives.co


East Africa Representative

Ms. Seraphine Mutua

Telephone No: +254101054155

Email address: sprojects@growthperspectives.co


West Africa Representative

Mr. Abraham Dawah

Telephone no: +2348030579365

Email address: adawah@growthperspectives.co


Mr. Inimfon Akpan, MSc.

Telephone no: +2348068696572

Email address: iakpan@growthperspectives.co


GP recently approved as Business Development Organisation of the Dev. Bank of Jamaica!Growth Perspectives expands into Kenya and Nigeria!Dr. Leighton Ellis promoted to the position of Senior Associate at Growth Perspectives (GP)!Dr. Leighton Ellis places 3rd in the recently held UWI Venture Competition!