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At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

Investment Advisor Training Program (90-day)


Developed by CSI, 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.

The program focuses on basic knowledge and applied education, including online, interactive diagnostic tools, to help students understand and retain course content.

Meet IIROC's 90-Day Investment Advisor Training Requirements
The Investment Advisor Training Program meets IIROC's general knowledge requirements for training investment advisors and is designed to be completed within 90 days.

Who Should Enrol

  • Only individuals directed by their employer should enrol in this program.