Continuing Education

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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 National On-Line 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
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