Canadian Securities Institute, Moody's Analytics Training & Certification Services
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At CSI, the well-being of our valued learners and employees is our highest priority. Given the seriousness of the COVID-19 (Coronavirus) and the danger of contagion, effective March 16, 2020, we have suspended all in-person exams in Canada and internationally until further notice. Click here to read more about the precautionary actions we are taking during these difficult times.

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.