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As part of our continous efforts to provide a stable and secure learning environment, we are performing system maintenance on Saturday June 20 from 8 a.m. ET to 12 p.m. ET. During this period, you will not have access to your myCSI student account.

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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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 Proficiency website.

The Derivatives Fundamentals and Options Licensing Course is an introduction to the complex world of forwards, futures, swaps, options and their applications. This course gives students more advanced and specific information on the rules, regulations and practices associated with dealing in exchange traded options.

What skills will you develop?

After completing the course, students will understand the similarities and differences between the various types of derivative products and the advantages and disadvantages of using options versus forwards and exchange-traded versus over-the-counter derivatives in different situations. By having a broad perspective on all types of derivatives with a specialty in options, investment professionals will be able to provide their clients with informed and holistic advice, recommendations and execution.

Who should enrol?

  • A retail or institutional investment professional seeking in-depth knowledge of options strategies and their applications.

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