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SeeWhy Learning will help you get licensed and stay licensed!

We've designed and created study tools to help you quickly and easily prepare to pass your regulatory exams.

Our numbers speak for themselves

At SeeWhy Learning our proven track record and outstanding performance metrics set us apart from other exam prep service providers.

Founded in

2008

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Student Registrations

150k+

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Supported Courses

32

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Success Rate

97.7%

*Success rate measured by total money back guarantee refunds relative to registrations


Do you work for a Canadian financial services institution?

We have many corporate and academic partners. Find out if you qualify for discounted pricing

Which exam are you preparing for?

Explore our extensive range of tailored study tools. Regardless of your exam focus, we offer a wealth of resources designed to suit every unique learner.

AIS®

Advanced Investment Strategies®

The Advanced Investment Strategies® Course (AIS®) by CSI® focuses on complex financial strategies and portfolio management. It can help advance careers in investment analysis, portfolio management, and financial planning.
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Advice2Advisors

Advice2Advisors: Building Bigger and Better

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AFP®

Applied Financial Planning®

The Applied Financial Planning® Course (AFP®) by CSI® covers practical financial planning skills, including client needs analysis and comprehensive planning strategies. Completing the AFP® leads to the PFP® designation.
Get Started
BCO®

Branch Compliance Officer®

The Branch Compliance Officer® Course (BCO®) by CSI® equips individuals with the expertise to manage regulatory compliance within a financial services branch. Completing the BCO® prepares candidates for roles as compliance officers, ensuring adherence to industry regulations and standards.
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CIFC®

Canadian Investment Funds Course®

The Canadian Investment Funds Course® (CIFC®) by IFSE® provides essential knowledge of mutual funds and related investment products. Completing the CIFC® qualifies individuals to become mutual fund representatives, allowing them to sell and advise on mutual funds in Canada.
Get Started
CSC®1

Canadian Securities Course® Exam 1

The Canadian Securities Course® (CSC®) by CSI® is broken into two exams. The CSC® can lead to licenses such as investment advisor or securities dealer, enabling individuals to trade securities and advise clients in Canada.
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CSC®2

Canadian Securities Course® Exam 2

The Canadian Securities Course® (CSC®) by CSI® is broken into two exams. The CSC® can lead to licenses such as investment advisor or securities dealer, enabling individuals to trade securities and advise clients in Canada.
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Continuing Education

CFP®

New, approved courses to complete all of your FP-Canada CFP® CE requirements. Need Life, IIROC or MFD (formerly CIRO/MFDA) credits as well? See the breakdown for this added bonus.
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Continuing Education

CFP® Professional Responsibility

Complete your two-credit PR requirement with this course. Serving the client’s best interest is a requirement for all those with client responsibilities. This course provides the understanding that can lead to generating best interest interactions, plans and proposals.
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Continuing Education

CIM®

CE 30-Credit CIM® Quick Pick. Make this one quick pick and be on the road to total CE credits for your CIM® designation.
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Continuing Education

CLU®

Advocis/Institute 15-Credit. These courses are designed for Advocis members because they are pre-approved by the Institute. You also earn your mandatory ethics credits.
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CPH®

Conduct and Practices Handbook®

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.
Get Started
DFOL®

Derivatives Fundamentals and Options Licensing®

The Derivatives Fundamentals and Options Licensing® Course (DFOL®) by CSI® covers the principles of derivatives and options trading within the financial markets. Completing the DFOL® is a requirement for individuals looking to trade options and other derivatives in Canada.
Get Started

Financial Math Video Lessons

This seven-part video series and accompanying tests will make you a pro with the calculator in as little as an hour.
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FP1®

Financial Planning 1®

The Financial Planning 1® Course (FP1®) by CSI® introduces the core concepts of financial planning, including retirement, tax, and estate planning. Completing the FP1® is a foundational step for those pursuing a career in financial advising and planning in Canada.
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FPSU®

Financial Planning Supplement®

The Financial Planning Supplement® Course (FPSU®) by CSI® provides updates on the latest financial planning strategies, tax laws, and regulatory changes. Completing the FPSU® helps financial professionals maintain their knowledge and stay current in the evolving field of financial planning, as they work toward the CFP® designation.
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FP2®

Financial Planning® 2

The Financial Planning® 2 Course (FP2®) by CSI® builds on advanced financial planning concepts, including complex tax strategies, risk management, and estate planning. Completing the FP2® is designed for those progressing toward a career as a certified financial planner or advanced financial advisor.
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Continuing Education

ID (formerlly CIRO/IIROC)

Formerly CIRO/IIROC. Look no further than this package to complete all your ID CE requirements for this cycle ending 31/12/25. Start now and use the multiple accreditations to satisfy other CE requirements this year, and perhaps next.
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IDSC®

Investment Dealer Supervisors Course®

The Investment Dealers Supervisors Course® (IDSC®) by CSI® focuses on the skills needed to supervise compliance, trading, and operations within investment firms. Completing the IDSC® is key for individuals aiming to take on supervisory roles in the Canadian securities industry.
Get Started
IFC®

Investment Funds in Canada®

Investment Funds in Canada® (IFC®) by CSI® provides a comprehensive understanding of mutual funds and investment products. Completing the IFC® qualifies individuals to become licensed mutual fund representatives in Canada, allowing them to sell and advise on mutual funds.
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Continuing Education

Life Insurance

15-Credit AIC (AB), ICBC (BC), ICS (SK), ICM (MB). Receive Life credits AND A&S credits AND CFP credits with this package of courses for 2024; complete the courses easily before your June 30 deadline.
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Continuing Education

Life Insurance 30C

30 Credits FSRA (ON). The continuing education (CE) requirement for life agents regulated by the Financial Services Regulatory Authority (FSRA), previously the Financial Services Commission of Ontario (FSCO), requires 30 hours of CE every two years.
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LLQP®

Life License Qualification Program®

The Life License Qualification Program® (LLQP®) provides the required training for individuals to sell life insurance and related products in Canada. Completing the LLQP® can lead to obtaining a life insurance agent license, allowing individuals to advise and sell life, health, and accident insurance.
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Continuing Education

MFD-BC

8 of the 10 Business Conduct (BC) credits you need in this cycle. The MFD (formerly CIRO/MFDA) CE deadline is November 30, 2025; 10 BC credits are needed. You must acquire 2 BC credits directly from the MFD (formerly CIRO/MFDA). Although this Package provides 9 BC credits, you can only use 8 towards the BC credit requirement.
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Continuing Education

MFD-PD

All 20 Professional Development (PD) credits you need in this cycle. The MFD (formerly CIRO/MFDA) CE deadline is November 30, 2025; 20 PD credits are needed. Here’s your MFD (formerly CIRO/MFDA) CE PD quick solution!
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NEC®

New Entrants Course®

The New Entrants Course® (NEC®) by CSI® is designed for individuals already licensed in securities in other countries, particularly the U.S. It covers Canadian regulatory and industry standards, helping international professionals meet the qualifications needed to practice in the Canadian securities industry.
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OLC®

Options Licensing Course®

The Options Licensing Course® (OLC®) by CSI® provides the necessary knowledge to trade options in the Canadian financial markets. Completing the OLC® is required for individuals seeking to become licensed options traders, equipping them with the skills to manage risk and execute options strategies.
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OTL®

Other Than Life®

The Other Than Life® course (OTL®), offered by the Insurance Institute of Canada®, covers property and casualty insurance, including auto, home, and commercial insurance. Completing the OTL® is required for individuals looking to become licensed to sell and advise on general insurance products in most Canadian provinces.
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PFSA®

Personal Financial Services Advice®

The Personal Financial Services Advice® Course (PFSA®) by CSI® trains individuals to provide advice on banking, credit, and investment products. Completing the PFSA® equips professionals to offer personal financial planning and product recommendations.
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Continuing Education

PFP®

PFP® 20-Credit Quick Pick. This package ensures credits for PFPs® will also be available for other accreditations. It is a powerhouse of credits for PFPs—or any member of the financial services industry—who wants to enhance their education, competence, and professionalism.
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PMT®

Portfolio Management Techniques®

The Portfolio Management Techniques Course® (PMT®) by CSI® focuses on advanced strategies for managing investment portfolios, including asset allocation and risk management. Completing the PMT® helps professionals enhance their portfolio management skills for advising clients or managing funds.
Get Started
Continuing Education

The Grand-Slam Package

This package includes all the courses required to satisfy CE requirements for ID (formerly CIRO/IIROC), CIM®, FP Canada (for CFP® Certificants and QAFPs), Life agents, Advocis/Institute, PFP®, and CPA®requirements. Get started now and cover all your Continuing Education (CE) requirements!
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WME®

Wealth Management Essentials®

The Wealth Management Essentials Course® (WME®) by CSI® covers key topics in wealth management, including financial planning, taxation, and investment strategies. Completing the WME® satisfies the 30-month ID (formerly CIRO/IIROC) requirement for Registered Representatives and equips professionals to provide comprehensive advice to high-net-worth clients.
Get Started

AFP®

Applied Financial Planning®

The Applied Financial Planning® Course (AFP®) by CSI® covers practical financial planning skills, including client needs analysis and comprehensive planning strategies. Completing the AFP® leads to the PFP® designation.

GET STARTED
CE

Continuing Education

We've designed and created study tools to help you quickly and easily prepare to pass your regulatory exams, and CE courses.

GET STARTED
AIS®

Advanced Investment Strategies®

The Advanced Investment Strategies® Course (AIS®) by CSI® focuses on complex financial strategies and portfolio management. It can help advance careers in investment analysis, portfolio management, and financial planning.

GET STARTED
BCO®

Branch Compliance Officer®

The Branch Compliance Officer® Course (BCO®) by CSI® equips individuals with the expertise to manage regulatory compliance within a financial services branch. Completing the BCO® prepares candidates for roles as compliance officers, ensuring adherence to industry regulations and standards.

GET STARTED
CIFC®

Canadian Investment Funds Course®

The Canadian Investment Funds Course® (CIFC®) by IFSE® provides essential knowledge of mutual funds and related investment products. Completing the CIFC® qualifies individuals to become mutual fund representatives, allowing them to sell and advise on mutual funds in Canada.

GET STARTED
CPH®

Conduct and Practices Handbook®

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.

GET STARTED
CSC®1

Canadian Securities Course® Exam 1

The Canadian Securities Course® (CSC®) by CSI® is broken into two exams. The CSC® can lead to licenses such as investment advisor or securities dealer, enabling individuals to trade securities and advise clients in Canada.

GET STARTED
CSC®2

Canadian Securities Course® Exam 2

The Canadian Securities Course® (CSC®) by CSI® is broken into two exams. The CSC® can lead to licenses such as investment advisor or securities dealer, enabling individuals to trade securities and advise clients in Canada.

GET STARTED
DFOL®

Derivatives Fundamentals and Options Licensing®

The Derivatives Fundamentals and Options Licensing® Course (DFOL®) by CSI® covers the principles of derivatives and options trading within the financial markets. Completing the DFOL® is a requirement for individuals looking to trade options and other derivatives in Canada.

GET STARTED
FP1®

Financial Planning 1®

The Financial Planning 1® Course (FP1®) by CSI® introduces the core concepts of financial planning, including retirement, tax, and estate planning. Completing the FP1® is a foundational step for those pursuing a career in financial advising and planning in Canada.

GET STARTED
FPIC® *New Course*

Financial Planning Integration Course

The Financial Planning Integration Course® (FPIC®) by CSI® is the final step toward earning the Personal Financial Planner (PFP®) designation. This course integrates knowledge from previous financial planning courses, allowing professionals to apply concepts in real-life client situations, including financial planning strategies, wealth management, and tax considerations.

GET STARTED
FP2®

Financial Planning® 2

The Financial Planning® 2 Course (FP2®) by CSI® builds on advanced financial planning concepts, including complex tax strategies, risk management, and estate planning. Completing the FP2® is designed for those progressing toward a career as a certified financial planner or advanced financial advisor.

GET STARTED
FPSU®

Financial Planning Supplement®

The Financial Planning Supplement® Course (FPSU®) by CSI® provides updates on the latest financial planning strategies, tax laws, and regulatory changes. Completing the FPSU® helps financial professionals maintain their knowledge and stay current in the evolving field of financial planning, as they work toward the CFP® designation.

GET STARTED
PFP® *Designation*

Personal Financial Planner

The Personal Financial Planner (PFP®) designation is a certification offered by CSI® that recognizes financial professionals with expertise in comprehensive financial planning. It equips individuals with the knowledge and skills to create customized financial plans, addressing areas such as retirement, investment, tax, estate, and risk management. The PFP® designation is widely recognized in Canada, enhancing a professional's credibility and career opportunities in financial advising and wealth management.

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IFC®

Investment Funds in Canada®

Investment Funds in Canada® (IFC®) by CSI® provides a comprehensive understanding of mutual funds and investment products. Completing the IFC® qualifies individuals to become licensed mutual fund representatives in Canada, allowing them to sell and advise on mutual funds.

GET STARTED
CIFC® & IFC®

Mutual Funds Course®

The Investment Funds in Canada® (IFC®) and Canadian Investment Funds Course® (CIFC®) are introductory courses for individuals aiming to become licensed mutual fund representatives in Canada. These courses cover investment products, financial planning, regulations, and ethics, preparing candidates for licensing. SeeWhy Learning supports both the IFC® and CIFC® courses with specialized exam prep tools tailored to meet the unique demands of each program.

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IDSC®

Investment Dealer Supervisors Course®

The Investment Dealers Supervisors Course® (IDSC®) by CSI® focuses on the skills needed to supervise compliance, trading, and operations within investment firms. Completing the IDSC® is key for individuals aiming to take on supervisory roles in the Canadian securities industry.

GET STARTED
LLQP®

Life License Qualification Program®

The Life License Qualification Program® (LLQP®) provides the required training for individuals to sell life insurance and related products in Canada. Completing the LLQP® can lead to obtaining a life insurance agent license, allowing individuals to advise and sell life, health, and accident insurance.

GET STARTED
FIC® (CSI®) and CFIC® (IFSE®)

Fonds d'investissement au Canada® & Cours sur les fonds d’investissements au Canada®

Nous vous aiderons à obtenire une licence.Outils d'apprentissage de préparation à l'examen.

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NEC®

New Entrants Course®

The New Entrants Course® (NEC®) by CSI® is designed for individuals already licensed in securities in other countries, particularly the U.S. It covers Canadian regulatory and industry standards, helping international professionals meet the qualifications needed to practice in the Canadian securities industry.

GET STARTED
OLC®

Options Licensing Course®

The Options Licensing Course® (OLC®) by CSI® provides the necessary knowledge to trade options in the Canadian financial markets. Completing the OLC® is required for individuals seeking to become licensed options traders, equipping them with the skills to manage risk and execute options strategies.

GET STARTED
OTL®

Other Than Life®

The Other Than Life® course (OTL®), offered by the Insurance Institute of Canada®, covers property and casualty insurance, including auto, home, and commercial insurance. Completing the OTL® is required for individuals looking to become licensed to sell and advise on general insurance products in most Canadian provinces.

GET STARTED
PFSA®

Personal Financial Services Advice®

The Personal Financial Services Advice® Course (PFSA®) by CSI® trains individuals to provide advice on banking, credit, and investment products. Completing the PFSA® equips professionals to offer personal financial planning and product recommendations.

GET STARTED
PMT®

Portfolio Management Techniques®

The Portfolio Management Techniques Course® (PMT®) by CSI® focuses on advanced strategies for managing investment portfolios, including asset allocation and risk management. Completing the PMT® helps professionals enhance their portfolio management skills for advising clients or managing funds.

GET STARTED
WME®

Wealth Management Essentials®

The Wealth Management Essentials Course® (WME®) by CSI® covers key topics in wealth management, including financial planning, taxation, and investment strategies. Completing the WME® satisfies the 30-month ID (formerly CIRO/IIROC) requirement for Registered Representatives and equips professionals to provide comprehensive advice to high-net-worth clients.

GET STARTED
Calculator Videos

Financial Math

Do you have a financial math calculator acting as a paper weight because you can't remember how to use it? What a waste of a powerful financial tool! This 7-part video series and accompanying practice tests will make you a pro with the calculator in as little as an hour. Don't be satisfied knowing just the basics! Learn how to do more challenging two-part questions as well.

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Video Tutorial

Mortgage Fundamentals

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Video Tutorial

What I Wish I Learned In School Financial Videos

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Advice2Advisors:

Building Bigger & Better Coaching Series

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Regardless of your learning style, we've got you covered. Our comprehensive study tools include condensed and simplified study guides, flashcards, interactive quizzes, video lessons, and more*. These resources are all crafted to enhance your learning experience, making it enjoyable, engaging, and, most importantly, effective.

But we don't stop there. Our team of experienced educators continuously monitor the financial industry, updating our study materials to reflect the most up-to-date information. Furthermore, our customer service team is here to support you every step of the way.

*Some study tools are not available for all courses.

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At SeeWhy Learning, we take immense pride in our diverse, innovative study tools, which have been meticulously designed by in-house study coaches to facilitate effective learning.

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At SeeWhy Learning, we are more than a service provider - we are a trusted resource and partner in your journey to mastering your financial exams, dedicated to providing you with an exceptional learning experience tailored to your unique needs.

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