OTL®  Other Than Life® Course Study Tools

COMING January 15th, 2020

The Insurance Institute of Ontario revamped the OTL® Course at the end of 2018.
Our trainers and content developers are hard at work creating support tools to support this course.

Read Me First! Please note that the purchase of SeeWhy Financial Learning's exam preparation materials does not constitute enrolment in the actual licensing course(s). Instead, our materials are designed to assist you in understanding the content of such courses. If you have not already done so, you must register with the applicable course provider in order to obtain their course materials and write the actual exam. Course provider for the OTL® is The Insurance Institute.

IMPORTANT Notice of User Agreement: Your order entitles access for one (1) person only Review our End User License Agreement - Click here for the full copy - that you agreed to during the purchase process.
Your SeeWhy Learning study centre was created for a single user and is not transferable to, or to be shared by, another user, whether it is used for the full subscription time period or part thereof.
Your subscription is effectively designed for your sole use and not to be shared. Sharing access will result in termination of your subscription. Please read the full User Agreement.

Also available:

Conduct and Practices Handbook® (CPH®) exam preparation
The Conduct and Practices Handbook (CPH®) is a guide to understanding the rules, regulations, practices and ethics that will guide a career as an investment advisor or representative. Assists in meeting IIROC's proficiency requirements for licensing. Improves employability by gaining the education employers and regulators require.

Wealth Management Essentials® (WME®) and Wealth Management Financial Planner Supplement® Exam Preparation
The Wealth Management Essentials® Course (WME®), as offered by the Canadian Securities Institute (CSI) focuses on two critical elements of wealth management - Financial planning and Investment management. Successful completion of the WME® course fulfils IIROC's 30-month requirement for maintaining your securities license. It is also one very important step towards qualifying to write the Certified Financial Planner® (CFP®) exam. Our study materials are designed to help you pass the WME® exams, and do not constitute enrolment in the actual Wealth Management Essentials® Course itself.

CIFC® IFIC® IFC® Mutual Funds Exam Preparation and Study Notes
Successful completion of the "Mutual Funds" course, as offered by both CSI®/ICB® (Investment Funds in Canada® ~ IFC®) and IFSE® (Canadian Investment Funds Course® ~ CIFC®), satisfies the educational requirement necessary to sell Mutual Funds in Canada, as set out by the Mutual Fund Dealers Association (MFDA®). Our study materials are designed to help you pass the IFIC exam, and do not constitute enrolment in the actual Mutual Funds course itself.

Canadian Securities Course® (CSC®) Exam Preparation and CSC® Study Notes
*Our CSC® Study Tools are in-line with the most current Updates
The Canadian Securities Course® (CSC®), as offered by the Canadian Securities Institute (CSI), is the initial course required for becoming licensed to sell securities, like stocks and bonds, in Canada, as set out by IIROC. The CSC® can also be used to satisfy the educational requirement necessary to sell mutual funds in Canada, as set out by the Mutual Fund Dealers Association (MFDA). Our study materials are designed to help you pass the CSC® exams, and do not constitute enrolment in the actual Canadian Securities Course® itself.

Derivatives Fundamentals and Options Licensing® (DFOL®) Exam Preparation and DFOL® Study Notes
The Derivatives Fundamentals and Options Licensing® (DFOL®) is offered by CSI Canadian Securities Institute and is a one-step course that satisfies both educational requirements for becoming licensed to advise and sell options to clients in Canada, as set out by IIROC. The SeeWhy study materials are designed to help you pass the DFOL® exam, and do not constitute enrolment in the actual Derivatives Fundamentals and Options Licensing® course itself.

The Derivatives Fundamentals and Options Licensing® (DFOL®) is really two courses that are merged together, the Derivatives Fundamentals Course® (DFC®) and the Options Licensing Course® (OLC®). The first textbook in the DFOL® program covers the DFC® material. The second textbook in the DFOL® program covers all of the OLC® material. The SeeWhy Learning study tools cover each chapter in the DFOL® textbooks and explain many difficult concepts in clear, easy to understand language along with examples. The DFOL® has an application-oriented exam that is not evenly weighted between the two textbooks and we strongly recommend anyone considering the DFOL® course look at working through many of the key concept explanations and exam-level questions that we offer as the exam is known to be quite challenging.

Options Licensing Course® (OLC®) Exam Preparation and OLC® Study Notes
The Options Licensing Course® (OLC®) is offered by CSI Canadian Securities Institute and satisfies the educational requirements for the second course to become licensed to advise and sell options to clients in Canada, as set out by IIROC. The OLC® is ideal for advisors that have already completed the Derivatives Fundamentals Course® (DFC®). The SeeWhy study materials are designed to help you pass the OLC® exam, and do not constitute enrolment in the actual Options Licensing Course® itself.

The SeeWhy Learning study tools cover each chapter in the OLC® textbook and explain many difficult concepts in clear, easy to understand language along with examples. The OLC® has an application-oriented exam and we strongly recommend anyone considering the OLC® look at working through many of the key concept explanations and exam-level questions that we offer as the exam is known to be quite challenging.

Personal Financial Services Advice® (PFSA®) Course Preparation Study Notes
The Personal Financial Services Advice (PFSA®) course, one of the courses required to obtain the PFP, was created to strengthen your confidence and knowledge so that you can advise your financial services prospects and clients based on their individual needs and goals. The PFSA® escalates your communications skills and helps you build stronger and profitable client relationships and confidence in your ability to professionally advise them. PFP (Personal Financial Planner): The banking industry’s equivalent of CFP. To earn this designation, administered by the Institute of Canadian Bankers (ICB), bank/financial institution employees must complete a financial planning educational program and have a minimum of six months’ work experience.

Please note that the purchase of SeeWhy Financial Learning's exam preparation materials does not constitute enrolment in the actual licensing course(s) or exam. Instead, our materials are designed to assist you in understanding the content of such courses. If you have not already done so, you must register with the applicable course provider in order to obtain their course materials and write the actual exam. Course provider for the CSC® is® is www.CSI.ca (CSI).

The trade-marks AFP, BCO, CSI, CSC, CPH, DFOL, FP1, FP2, FPSU, IFC, NEC, OLC, PFP, PFSA, WME, Wealth Management Essentials, Branch Compliance Officer, Canadian Securities Course, Conduct and Practices Handbook Course, Investment Fund in Canada, New Entrants Course, Wealth Management Essentials, Personal Financial Services Advice Reading, Financial Planning 1, Financial Planning 2, Financial Planning Supplement, Applied Financial Planning, and Personal Financial Planner are owned by the Canadian Securities Institute (CSI®). The Canadian Securities Institute (CSI®) does not sponsor, license or necessarily recommend these notes and study material for any of its courses. SeeWhy Financial Learning is an independent supplier of educational services. Exam preparation materials are not sponsored by any other industry organization.

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