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”.

What is CIRO?

As of January 1, 2023 the Investment Industry Regulatory Organization of Canada (IIROC) and the Mutual Fund Dealers Association of Canada (MFDA) have combined to form the Canadian Investment Regulatory Organization (CIRO). CIRO is the national self-regulatory organization that oversees all investment dealers, mutual fund dealers, and trading activity on Canada’s debt and equity marketplaces and is carrying on the regulatory functions of IIROC and the MFDA.

Any references to IIROC and MFDA on the website and other course materials remain, and refer to CIRO.

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What courses meet Investment Dealer proficiency requirements?

The following are the CSI courses that meet the proficiency requirements for Investment Dealer approved person categories regulated by CIRO.
Please note that these categories may have additional non-proficiency related requirements.

What courses meet Mutual Fund Dealer proficiency requirements?

The following are the CSI courses that meet the proficiency requirements for Mutual Fund Dealer positions set by the Canadian Securities Administrators.
Please note that these positions may have additional non-proficiency related requirements.

The following are the CSI courses that meet the proficiency requirements for Mutual Fund Dealer positions set by CIRO.
Please note that these positions may have additional requirements.