Study guide library
Canadian finance exam guides, organized by module.
Browse every AceCSE exam guide in one consistent library, with matching free practice pages for quick diagnostic review.
52
guide pages
20
free questions per active module
CSI
licensing and certificate tracks
Guide library
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Showing 52 of 52 exams
How to Pass the AIS Exam: Complete Study Guide
Advanced portfolio strategy, alternatives, derivatives, and high-level client allocation decisions.
How to Pass the BCO Exam: Complete Study Guide
Branch supervision, opening accounts, approval controls, and frontline compliance oversight.
How to Pass the CCSE Exam: Complete Study Guide
Commodity futures supervision, margin, disclosure, and branch-level oversight for derivatives desks.
How to Pass the CSC 1 Exam: Complete Study Guide
Core investment products, economics, and industry structure.
How to Pass the CSC 2 Exam: Complete Study Guide
Portfolio construction, taxation, managed products, and client advice.
How to Pass the CIM Exam: Complete Study Guide
Wealth management pathway content focused on portfolio construction, advisory depth, and designation readiness.
How to Pass the CCO Exam: Complete Study Guide
Firm-level compliance systems, regulatory governance, escalations, and supervisory accountability.
How to Pass the CFO Exam: Complete Study Guide
Dealer financial reporting, capital requirements, treasury controls, and CFO responsibilities.
How to Pass the CPH Exam: Complete Study Guide
Ethics, KYC, suitability, client-first conduct, and Canadian investment industry rules.
How to Pass the DFOL Exam: Complete Study Guide
Derivative markets, options strategies, margin, and licensing-level derivatives application.
How to Pass the DFC Exam: The Ultimate Study Guide
Core derivative products, pricing concepts, and risk management foundations for Canadian markets.
How to Pass the EMS Exam: Complete Study Guide
Management, supervision, communication, and leadership concepts for Canadian financial services candidates.
How to Pass the FLC Exam: Complete Study Guide
Futures markets, hedging, margin mechanics, and licensing-level derivatives supervision.
How to Pass the IDSC Exam: Complete Study Guide
Supervision workflows, retail oversight, trading controls, and dealer branch management.
How to Pass the IFC Exam: Complete Study Guide
Mutual fund regulation, KYC obligations, and suitability-based selling.
How to Pass the IMT Exam: Complete Study Guide
Security analysis, portfolio management process, and professional investment management decisions.
How to Pass the LLQP Exam: Complete Study Guide
Insurance fundamentals, policy structure, ethics, and client recommendations across LLQP modules.
How to Pass the NEC Exam: Complete Study Guide
Licensing entry-point foundations, regulatory expectations, and candidate onboarding knowledge.
How to Pass the OLC Exam: Complete Study Guide
Options mechanics, spreads, hedging, margin, and licensing-level strategy application.
How to Pass the OPSC Exam: Complete Study Guide
Options supervision, approval workflows, margin oversight, and control-room decision making.
How to Pass the PDO Exam: Complete Study Guide
Senior officer oversight, dealer governance, and regulatory responsibilities for firm leadership.
How to Pass the PMT Exam: Complete Study Guide
IPS construction, attribution, fixed income strategy, and professional portfolio management methods.
How to Pass the TTC Exam: Complete Study Guide
Trading workflows, market structure, order execution, and supervision.
How to Pass the WME Exam: Complete Study Guide
Wealth planning, taxation, registered accounts, and client-facing portfolio recommendations.
How to Pass the WME-FP Exam: Complete Study Guide
WME pathway tailored to the planning track, with retirement, tax, and client plan construction emphasis.
How to Pass the WME-IM Exam: Complete Study Guide
WME pathway for investment managers, connecting wealth planning to higher-level portfolio mandate decisions.
How to Pass the CCC Exam: Complete Study Guide
Compliance proficiency for mutual fund dealers, exempt market dealers, investment fund managers, portfolio managers, and CCO candidates.
How to Pass the CE C9 Exam: Complete Study Guide
Continuing education compliance review for CIRO and Canadian financial-industry conduct, supervision, and regulatory-change requirements.
How to Pass the CE C10 Exam: Complete Study Guide
Continuing education compliance practice for current Canadian investment-industry rules, ethics, supervisory updates, and client conduct standards.
How to Pass the PFSA Exam: Complete Study Guide
Client relationship, discovery, communication, and advice-process skills for personal financial services professionals.
How to Pass the FOFP Exam: Complete Study Guide
Financial planning fundamentals, client discovery, cash flow, tax, insurance, retirement, estate, and recommendation foundations.
How to Pass the PFPC Exam: Complete Study Guide
Advanced professional planning practice for candidates progressing toward the Personal Financial Planner designation.
How to Pass the WMF Exam: Complete Study Guide
Wealth-management foundations for client goals, investment planning, risk, taxation, and advisory conversations.
How to Pass the HNW Exam: Complete Study Guide
High-net-worth client discovery, concentrated wealth, complex planning, private wealth services, and affluent-client advisory judgment.
How to Pass the HNW-R Exam: Complete Study Guide
Retirement strategy for affluent clients, income layering, tax-sensitive withdrawals, estate links, and legacy objectives.
How to Pass the HNW-E Exam: Complete Study Guide
Estate and trust planning for affluent families, succession issues, tax exposure, fiduciary roles, and intergenerational transfer.
How to Pass the PFP Exam: Complete Study Guide
Designation exam preparation for integrated financial planning, recommendation logic, professional standards, and client-case judgment.
How to Pass the CIWM Exam: Complete Study Guide
International wealth-management certification preparation for affluent clients, portfolio judgment, planning depth, and global advisory standards.
How to Pass the MTI Exam: Complete Study Guide
Estate and trust professional preparation covering fiduciary obligations, trust administration, estate settlement, tax, and client service.
How to Pass the FCSI Exam: Complete Study Guide
Fellowship readiness for experienced financial professionals demonstrating specialist expertise, ethics, leadership, and industry contribution.
How to Pass the CRS Exam: Complete Study Guide
Specialist certificate preparation for retirement strategy, income planning, longevity risk, tax coordination, and client retirement decisions.
How to Pass the IDC Exam: Complete Study Guide
Specialist compliance certificate for investment dealer rules, controls, supervision, reporting, conduct standards, and regulatory evidence.
How to Pass the FSA Exam: Complete Study Guide
Specialist certificate for advice conversations, client discovery, product recommendations, service standards, and ethical sales conduct.
How to Pass the CETS Exam: Complete Study Guide
Specialist certificate preparation for estate planning, trust strategy, tax coordination, fiduciary duties, and beneficiary outcomes.
How to Pass the DMS Exam: Complete Study Guide
Specialist certificate for derivative instruments, market strategy, hedging, payoff analysis, options and futures applications, and risk controls.
How to Pass the SBA Exam: Complete Study Guide
Specialist certificate for advising small-business owners on credit, cash flow, succession, risk, business banking, and relationship management.
How to Pass the AIA Exam: Complete Study Guide
Specialist certificate for advanced advisory practice, portfolio construction, investment selection, client recommendations, and advice quality.
How to Pass the FITS Exam: Complete Study Guide
Specialist certificate for fixed-income market structure, pricing, yield, duration, dealer sales practices, trading risk, and client suitability.
How to Pass the ETS Exam: Complete Study Guide
Specialist certificate for equity market structure, trading workflows, sales conduct, order handling, market integrity, and suitability.
How to Pass the AMFA Exam: Complete Study Guide
Specialist certificate for mutual fund advice, fund structure, disclosure, fees, suitability, portfolio role, and client-service obligations.
How to Pass the PB Exam: Complete Study Guide
Specialist certificate for personal banking conversations, lending, deposits, client needs, risk, relationship management, and service standards.
How to Pass the AFA Exam: Complete Study Guide
Advanced financial advice certificate preparation for integrated planning, client recommendations, advisory standards, and complex household decisions.
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