CSI will be performing system maintenance on Saturday May 11th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.


The Investment Advisor Training Program significantly enhances a firm’s internal training program by adding comprehensive content that helps its staff gain the practical knowledge and skills required to work effectively in an advisory or sales capacity within the securities industry.

What skills will you develop?

The Investment Advisor Training Program meets CIRO’s general knowledge requirements for training investment advisors and is designed to be completed within 90 days. Students enhance their ability to provide investment advice to clients, respecting investment, retirement, and estate planning objectives.

Who should enrol?

Only individuals directed by their employer should enrol in this program.

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