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As of January 1, 2026, new proficiency rules will be implemented for Approved Persons of Investment Dealers regulated by the Canadian Investment Regulatory Organization (CIRO). The new rules will include changes to the current requirement for mandatory courses offered by the Canadian Securities Institute (CSI).

Under the new rules, CIRO will be moving towards an assessment centric proficiency model for Approved Persons of Investment Dealers. For more information on CIRO’s new Proficiency Rules, please refer to the CIRO Proficiency Website.

If you have any questions on how the changes may impact you, please reach out to [email protected].

Important :

This course is not available for sale.

About

Meet CIRO’s 30-Day Training Requirements for New Investment Representatives. The Investment Representative Training Program fulfils the 30-day training requirement for new investment representatives joining CIRO dealer members. The program ensures that new hires acquire the essential knowledge and practical skills needed to deal with clients in a discount brokerage or work as a sales assistant to an Investment Advisor in a full-service brokerage. The program is designed to be taught under the employer’s supervision.

Who should enrol?

Only new investment representatives directed by their employer should enrol in this program.

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