Programs & Courses

Registration and Tuition test 2

An Outstanding Educational Experience

Train new or returning staff: Individually or as a group

Earn Valuable CE/CPD credits online for your own professional development.

Build your business and meet the demand for specialized wealth management and tax services

How to Enrol?

Online: Using the tab headers above, select your program, then confirm your enrolment options with the registration tab.

Offline: Download a registration form and contact our Registrar at 1-866-953-4769 for a consultation.

Select a Program Track

Online Certification Courses and Designation Programs

Distinguished Advisor Workshops (in class)

Distinguished Advisor Workshops (blended Learning)

Fast-Track Program

Distinguished Advisor Conference

An Outstanding Educational Experience