Continuing Education
Exam Success offers proprietary educational courses designed to help professionals advance in their career development and to help them acquire verifiable continuing education credits to satisfy the various professional organizations and industry regulators.
Continuing Education courses are available via distance learning accessed through our Online Learning Centre or delivered via customized “in-house” corporate training sessions.
Our renowned faculty of subject matter experts can create a customized Continuing Education course or program on virtually any financial topic you may desire for your own employees.
We currently offer the following continuing education courses:
- » Ethics for Advisors
- » Financial Statement Analysis: What the Numbers Mean
- » Fundamental Equity Analysis
- » Fixed Income Security Analysis
- » Portfolio Theory
- » Fundamentals of Derivatives: Options, Futures and Forward Contracts
- » The Investment Management Process: Working With Clients
- » Retirement Planning
- » Insurance Planning
- » Wills and Estate Planning
- » Personal Tax Planning
Whether it is consultative support or a full-service solutions, Exam Success can help clarify the best training options to suit your objectives.
Next Steps
We would be pleased to speak with you to determine where to start.
Contact us in Toronto at 416.843.4357 or Toll-free (USA & Canada) at 1.800.558.9796 or email us at info@examsuccess.ca
Exam Success® is a member of the CFA Institute Approved Prep Provider Program. CFA Institute does not endorse, promote or warrant the accuracy or quality of the products or services offered by Exam Success. CFA Institute, CFA® and Chartered Financial Analyst are trademarks owned by CFA Institute.
