CPH®
Please read the FAQs further down this page for important information
The Conduct and Practices Handbook® Course (CPH®) by CSI® teaches the ethical and regulatory standards required in the Canadian securities industry. Completing the CPH® is essential for individuals seeking to become registered representatives or licensed professionals in the investment sector. *Online Training Videos!* Your CPH® study tools subscription includes 8 video lessons covering 2 challenging topics, capital charges and margin accounts. These are designed to help you earn marks on your exam. Who is this course for Individuals preparing to become Registered Representatives or Investment Representatives Professionals who need to understand rules, ethics requirements and conduct standards Candidates who want structured guidance for navigating capital requirements, margin rules and suitability obligations Learners who prefer clear explanations of regulatory frameworks, not dense technical text Skills you’ll learn Ethical responsibilities for securities registrants, including conflict-of-interest standards Know-your-client (KYC), suitability and client-interaction obligations Margin account rules, capital charges and financial compliance requirements Regulatory enforcement processes, complaint handling and penalties Practical understanding of day-to-day professional conduct expectations
1
Package 1
$$189.99
180 Days (6 months) Month (30 days) Online Access
Textbook Summary
Concise summary of the text
book in an easy to understand
format. Interactive and searchable
Test Engine Included
with Order Option 2
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Package 2
$$189.99
180 Days (6 months) Month (30 days) Online Access
* Due to the unique nature of the AFP® series of exams, we are not able to offer a MBG on this product. However, you can register with confidence knowing that the SeeWhy AFP® study tools have been developed and field-tested with a very high success rate. We are pleased to offer this unique product to retail students for the first time.