Group Training



Explore Our Group Training

Give your group the best in Financial Services skills training.


Team of Engaged Finance Professionals in Training session with Exam Success



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Many leading companies, learning institutions, professional associations and student groups rely on Exam Success to provide high-quality skills training, professional development, continuing education, exam preparation instruction and coursewear.

We offer custom-created courses and materials, off-the-shelf courses and materials and blended solutions — on virtually any finance topic. Whether on-site at your office or through our online classroom (live or recorded), you can bring Exam Success to your organization.





SUCCESS IS IN THE STORIES



"It was a pleasure having you present the other week in the Ted Rogers Management Conference. We would be thrilled to have you back again next year! We've heard nothing but great feedback! "

~ Becky Chung




SUCCESS IS IN THE STORIES



Thank you for the effective compliance requirements investment skills training courses you ran for Scotiabank employees. You are the best educator I've worked with in all my years in the training field."

~ Jess Mann






Delivering trusted training to organizations around the world.


  • » Investors Group
  • » Manulife Financial
  • » Ontario Teachers' Pension Plan
  • » Queen's University
  • » RBC
  • » Scotiabank
  • » Bank of America
  • » BMO Asset Management
  • » BlackRock
  • » CIBC World Markets Inc.
  • » HSBC Bank
  • » Mackenzie Investments







Prepare for Impact

Learn about training options for your group.


If you are interested in exploring how you can upskill your group with high-quality training solutions from Exam Success, want to purchase Exam Success study materials in bulk, or just have questions about comissioning us or becoming a partner, affilate or reseller, we're happy to chat.



Contact Us




Looking for executive tutoring?


Exam Success provides private coaching, our most personalized training option, with top teacher Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI.  Learn More.





Our Numbers




  20+  

YEARS


We’ve been helping
financial industry
exam candidates
simplfy the path
to a pass since 1999.

   30+  

COUNTRIES


We've solved
study stuggles for
exam candidates
from more than
thirty countries.

   100s  

FIRMS


We've provided
exam prep training
to professionals from
hundreds of
top firms.

 1000s 

SMILING STUDENTS


We've helped
thousands of
CFA, CFP, CIM, CSC
Program candidates
succeed.









Our Accolades




98% Student Satisfaction*

5-Star Google My Business Rated

Trusted by the World's Top Organizations

Top Choice Award-Nominated (Best Prep Provider)**

Canada's Longest-serving CFA® Program Prep Provider (Since 1999)

Certified Educational Institution by the Canadian Government (ESDC)








*Based on a 5-Star Rating system, 1000+ Exam Success student surveys (2014 - 2019). **Top Choice Award Nominee 2019. CFA Institute does not endorse, promote or warrant the accuracy or quality of the products or services offered by Exam Success. CFA Institute, CFA® and Chartered Financial Analyst are trademarks owned by CFA Institute.

Chartered Financial Analyst


The gold standard designation in the financial services industry.

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CFP & QAFP Learning Resources


Study Notes
Learning Examples
Practice Questions
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Chartered Investment Manager


Provide discretionary investment management services for your clients.

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Canadian Securities Course


Advance your career in the financial services industry.

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