Alert:
A nationwide postal strike or lockout may occur as early as November 3, 2004. Dealer Members must take steps to ensure that document delivery requirements prescribed under CIRO Rules continue to be met.
Alert:
A nationwide postal strike or lockout may occur as early as November 3, 2004. Dealer Members must take steps to ensure that document delivery requirements prescribed under CIRO Rules continue to be met.
Current Courses | Satisfies | Administered By |
---|---|---|
Advanced Investment Strategies | Professional Development | CSI |
Investment Dealers Supervisors Course | Professional Development | CSI |
Certified Investment Management Analyst® (CIMA) Certification Examination | Professional Development | Investments & Wealth Institute (IWI) |
Derivatives Fundamentals and Options Licensing Course | Professional Development | CSI |
QAFP Examination | Professional Development | FP Canada |
CFP Examination | Professional Development | FP Canada |
Financial Planning II | Professional Development | CSI |
Chartered Financial Analyst Program (each level) | Professional Development | CFA Institute |
Chief Compliance Officers Qualifying Examination | Professional Development | CSI |
Derivatives Fundamentals Course | Professional Development | CSI |
Financial Planning Supplement (FPSU) | Professional Development | CSI |
IQPF Professional Training Course (including the IQPF Exam) | Professional Development | Institut quebecois de planification financiere |
Partners, Directors and Senior Officers Course | Professional Development | CSI |
Portfolio Management Techniques | Professional Development | CSI |
Wealth Management Essentials | Professional Development | CSI |
WME for Financial Planners | Professional Development | CSI |
WME for Wealth Managers | Professional Development | CSI |
WME for Investment Managers | Professional Development | CSI |
Investment Management Techniques | Professional Development | CSI |
700 Series of Personal Financial Planning Courses | Professional Development | CSI |
Note: The courses listed above may only be used once to qualify for Voluntary Participation in CIRO’s CE program
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