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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 more information, visit the CIRO Proficiency website.
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Chief Financial Officers Qualifying Examination (CFO)
About 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…CFO Exam & Credits
CFO Curriculum
What will you learn about? How will you learn? CSI’s online learning system helps you meet your study goals. You’ll benefit from: Learning objectives that keep you focused Textbook readings available in PDF, eBook, and printed format Online post-chapter review questions to assess your progress…CFO Careers
Explore Career Map Depending on the level of financial experience you have, 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 understand the financial marketplace and navigate…Main menu
CIRO Proficiency And Education Rule
Re-enrolment to Meet CIRO’s Proficiency And Education Rule 2600 Part A Candidates who are required to meet the Proficiency and Education requirements for CIRO’s Investment Dealer Rule 2600 outlined here may be eligible to enrol at a discounted rate. Eligible candidates will receive a 50% discounted rate…CIRO
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…PMHW Curriculum
What will you learn about? Successfully attract and engage with high net worth clients Form alliances with other professionals to serve the high net worth market Evaluate the profitability of servicing clients Help clients through various life transitions Develop an effective client discovery process Understanding…Leadership, Management & Compliance Courses
Leadership, Management & Compliance Courses Securities Sector Investment Dealer Supervisors Course (IDSC) Partners, Directors and Senior Officers Course (PDO) Options Supervisors Course (OPSC) Canadian Commodity Supervisors Exam (CCSE) Chief Compliance Officers Qualifying Exam (CCO) Chief Financial Officers Qualifying Exam (Cfo) Financial Services Industry: Business Drivers…
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