Important: Some users may be experiencing difficulties accessing the Learning Platform; our team is investigating and working on a resolution. We apologize for any inconvenience this may cause.
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.
What credentials does this course lead to?
- Personal Financial Planner (PFP®)
- Chartered Investment Manager (CIM®)
- Estate & Trust Professional (MTI®)
- Certificate in Financial Services Advice
- Certificate in Investment Dealer Compliance
- Certificate in Advanced Investment Advice
- Certificate in Fixed Income Trading and Sales
- Certificate in Equity Trading and Sales
- Certificate in Advanced Mutual Fund Advice
- Certificate in Personal Banking
- Certificate in Quantitative Finance (CQF)
What careers does this course lead to?
- Mutual Funds and Alternative Mutual Funds Sales Representative
- Financial Planner
- Bank or Trust Company Officer
How can I take my expertise further?
Looking beyond foundational knowledge? Through Fitch Learning you can build advanced expertise in:
- Portfolio Strategy
- Risk Derivatives
- Global Financial Markets
Explore Career Map
Depending on the level of financial experience, our comprehensive Career Map can help guide you through the financial areas that will suit you best.
You can search by courses, credentials, or careers to better your understanding of the financial marketplace and navigate it successfully.