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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.

As of January 1, 2026, new proficiency rules have been implemented for Approved Persons of Investment Dealers regulated by the Canadian Investment Regulatory Organization (CIRO). The new rules 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

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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