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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 Representative Training Program (30-day) (IRT)


Meet IIROC's 30-Day Training Requirements for New Investment Representatives

The Investment Representative Training Program fulfils the 30-day training requirement for new investment representatives joining IIROC member firms. The program ensures that new hires acquire the essential knowledge and practical skills needed to deal with clients in a discount brokerage or work as a sales assistant to an Investment Advisor in a full-service brokerage. The program is designed to be taught under the employer's supervision.

Who Should Enrol

  • Only new investment representatives directed by their employer should enrol in this program.