Courses recognized by CIRO for Voluntary Participation in the Continuing Education Program

Current CoursesSatisfiesAdministered By
Advanced Investment StrategiesProfessional DevelopmentCSI
Investment Dealers Supervisors CourseProfessional DevelopmentCSI
Certified Investment Management Analyst® (CIMA) Certification ExaminationProfessional DevelopmentInvestments & Wealth Institute (IWI)
Derivatives Fundamentals and Options Licensing CourseProfessional DevelopmentCSI
QAFP ExaminationProfessional DevelopmentFP Canada
CFP ExaminationProfessional DevelopmentFP Canada
Financial Planning IIProfessional DevelopmentCSI
Chartered Financial Analyst Program (each level)Professional DevelopmentCFA Institute
Chief Compliance Officers Qualifying ExaminationProfessional DevelopmentCSI
Derivatives Fundamentals CourseProfessional DevelopmentCSI
Financial Planning Supplement (FPSU)Professional DevelopmentCSI
IQPF Professional Training Course (including the IQPF Exam)Professional DevelopmentInstitut quebecois de planification financiere
Partners, Directors and Senior Officers CourseProfessional DevelopmentCSI
Portfolio Management TechniquesProfessional DevelopmentCSI
Wealth Management EssentialsProfessional DevelopmentCSI
WME for Financial PlannersProfessional DevelopmentCSI
WME for Wealth ManagersProfessional DevelopmentCSI
WME for Investment ManagersProfessional DevelopmentCSI
Investment Management TechniquesProfessional DevelopmentCSI
700 Series of Personal Financial Planning CoursesProfessional DevelopmentCSI

Note: The courses listed above may only be used once to qualify for Voluntary Participation in CIRO’s CE program