Important Announcement: IFSE Institute Winding Down Operations
Following a thorough evaluation of the industry landscape, IFSE Institute has made the difficult decision to wind down our operations after many years of dedicated service in providing financial education. We would like to thank our students, clients, partners, and employees.
To ensure a smooth transition for our students, IFSE has agreements in place with education providers so students can continue to have access to courses for securities registration and insurance licensing purposes. As part of this process, we will stop accepting registrations for all IFSE courses as of March 31, 2025.
Investment Funds & Exempt Market
Life License Qualification Program (LLQP)
Transition to Canadian Securities Institute
The Canadian Securities Institute (CSI) has been setting the standard for excellence in lifelong education for financial professionals since 1970. CSI is part of Moody’s, which offers education programs and credentials in Canada and around the world.
As of March 31, 2025, students taking courses for mutual fund or exempt market proficiency can register for the following equivalent courses with CSI:
| IFSE Courses | CSI Courses |
| Canadian Investment Funds Course | Investment Funds in Canada Course |
| Branch Managers’ Examination Course | Branch Compliance Officer’s Course |
| Investing in Alternative Mutual Funds and Hedge Funds | Hedge Funds and Liquid Alternatives for Mutual Fund Representatives |
| Exchange Traded Funds Course | ETFs for Mutual Fund Representatives |
| 90-day Training Course | The 90-day MF Skills Builder Course |
| Ethics and Professional Conduct Course | Ethical Practice in the Financial Services Industry |
| Exempt Market Proficiency Course | Exempt Market Proficiency Course |
| Canadian Compliance Course | Canadian Compliance Course |
How do I register for a course with CSI?
You can register directly into the applicable CSI course on their website at csi.ca.
What happens if I registered with IFSE before March 31, 2025?
If you registered in an IFSE course prior to March 31, 2025, you will have until June 30, 2025 to complete your studies. For those required to successfully pass an exam, we encourage you to schedule a date and time as soon as you feel ready.
Transition to SeeWhy Learning
Established in 2008, SWL is a nationally approved LLQP course provider, widely respected in the financial services industry for its expertise in exam preparation. IFSE has had a longstanding and successful collaboration with SWL in the LLQP space for over a decade. We are confident that SWL will uphold the high standards of service and support that our clients have come to expect.
Students will continue to benefit from the same high-quality study tools they have come to rely on. Additionally, SWL will now handle the entire certification process, including providing manuals and administering certification exams.
As of March 31, 2025, students can register for the Life License Qualification Program (LLQP) with SWL. For any questions related to SWL, please contact Cory Snyder, Director of Sales and Service, at 647-204-3800 or cory.snyder@seewhylearning.com.
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LLQP Courses |
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Life License Qualification Program (Canada, Common Law, or Civil Code) |
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Accident and Sickness Course (Canada, Common Law, or Civil Code) |
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Ethics and Professional Practice (Common Law) |
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Ethics and Professional Practice (Civil Code) |
How do I register for a course with SWL?
You can register for a LLQP course directly at https://seewhylearning.com/.
What happens if I registered with IFSE before March 31, 2025?
If you registered into an LLQP course with IFSE prior to March 31, 2025, you will have until June 15, 2025 to complete your studies with us. After this date, you will be transitioned to SWL to complete your enrolment.
We appreciate your understanding and cooperation during this transition. If you have any questions or need further assistance, please do not hesitate to contact us. Thank you for your continued support.
FAQ
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