Alert:
A nationwide postal strike or lockout began on November 15, 2024. Dealer Members must take steps to ensure that document delivery requirements prescribed under CIRO Rules continue to be met.
Alert:
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
In this section: