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.

What credentials does this course lead to?

What careers does this course lead to?

  • Mutual Funds and Alternative Mutual Funds Sales Representative
  • Financial Planner
  • Bank or Trust Company Officer

How can I take my expertise further?

Looking beyond foundational knowledge? Through Fitch Learning you can build advanced expertise in:

  • Portfolio Strategy
  • Risk Derivatives
  • Global Financial Markets

Explore Career Map

Depending on the level of financial experience, 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 your understanding of the financial marketplace and navigate it successfully.

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