FinanceMaxim University
Learn. Practice. Get certified.
FinanceMaxim University is our training and learning hub for finance, mortgage, and insurance. Advisors log in to access their own courses, track progress, and earn a certificate for every track they complete — from foundations to advanced case building.
Why a University
A practice is only as strong as the training behind it.
We believe clients deserve advice from advisors who never stop learning. FinanceMaxim University gives every advisor a structured path — from their first day licensing through advanced multi-product planning — so the guidance you give is always current, confident, and complete.
Built for advisors
Curriculum designed around the real work of a FinanceMaxim advisor — not generic theory.
Certified, not just trained
Every completed track earns a certificate recorded to your advisor profile.
Trust through competence
Clients see an advisor who's been trained, assessed, and certified — and it shows.
The Curriculum
Six tracks, from foundations to advanced.
Each track is a structured series of modules with video lessons, reading, and a final assessment. Complete a track, pass the assessment, and earn its certificate.
Insurance Fundamentals
Term, permanent, critical illness, and disability products — how they work, who they fit, and how to compare them across Canada's leading insurers.
Mortgage Essentials
From pre-approval to renewal — qualifying, product types, rate strategy, self-employed and investment files, and the renewal conversation.
Investing & Saving
TFSA, RRSP, RESP, RRIF, GICs, segregated funds, and mutual funds — the accounts, the grants, and how to match a plan to a goal.
Financial Coaching
Budgeting, cash flow, debt elimination, and the coaching conversation — how to guide a client from confusion to a plan they own.
Retirement & Income Strategy
Retirement income planning, drawdown order, annuities, and the RIS — turning savings into income that lasts a lifetime.
Advanced Case Building
Needs analysis, multi-product planning, business insurance, and presenting a coordinated plan to a family or a business owner.
How It Works
From enrollment to certification — in four steps.
01
Enroll
New advisors are enrolled automatically and assigned a starter curriculum matched to their licensing path.
02
Learn
Watch video lessons, read guides, and complete knowledge checks at your own pace — on desktop or mobile.
03
Practice
Apply what you learn through scenario exercises and shadowing with a mentor before you meet real clients.
04
Get Certified
Pass the final assessment for each track to earn a certificate — recorded to your advisor profile.
The Experience
Learning built around a working advisor's life.
Self-Paced Courses
Lessons you can start, pause, and resume anytime — built around a working advisor's schedule.
Video + Reading
Short video modules paired with plain-language guides and downloadable reference sheets.
Progress Tracking
See exactly where you are in each track, what's next, and what you've completed.
Certificates
Earn a certificate for every completed track — added to your advisor profile automatically.
Mentor Support
Every learner is paired with a senior advisor for questions, shadowing, and feedback.
Always Current
Curriculum is updated as products, regulations, and the market evolve — no stale lessons.
Certificates
Earn a certificate for every track you complete.
Pass a track's final assessment and a certificate is issued and recorded to your advisor profile — a visible record of the competence behind the advice you give.
- Certificates appear on your advisor profile automatically
- Use them to show clients and partners what you're trained in
- Track renewal and continuing-education requirements in one place
Certified Tracks
Advisors: log in to see your courses.
Sign in to your advisor portal to view your assigned curriculum, track your progress through each module, and download the certificates you've earned.