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As part of our continous efforts to provide a stable and secure learning environment, we are performing system maintenance on Saturday June 20 from 8 a.m. ET to 12 p.m. ET. During this period, you will not have access to your myCSI student account.

Effective January 1, 2026, the proficiency rules applicable to Investment Dealer Approved Persons with CIRO have changed. This course is no longer acceptable for the purposes of CIRO approval with an Investment Dealer.

For more information, visit the CIRO Proficiency website.

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Effective January 1, 2026, the proficiency rules applicable to Investment Dealer Approved Persons with CIRO have changed. This course is no longer acceptable for the purposes of CIRO approval with an Investment Dealer.

For details, including transition guidance for current CSI learners, visit the CIRO Proficiency website.

In a complex and evolving financial landscape, professionals must stay knowledgeable and compliant with the changing rules and regulations as laid out by the provincial securities administrators and the Canadian Investment Regulatory Organization (CIRO). The Conduct and Practices Handbook Course (CPH®) helps demystify the regulatory environment, providing you with a clear and current understanding of the rules, regulations, practices and ethics that will guide you through your career as an investment advisor or representative.

What skills will you develop?

  • Demonstrated commitment to ethical practice and decision making
  • A keen understanding of standards of conduct
  • Deeper knowledge of securities rules and legislation

Who should enrol?

Enrol in the CPH® if you:

  • Are a financial services professional
  • Want a broader understanding of regulations governing securities professionals

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