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Re-Enrolment to Meet IIROCís Proficiency and Education Rule 2900 Part II A

Candidates who are required to meet the Proficiency and Education requirements for IIROC’s Rule 2900 Part II A outlined here may be eligible to enrol at a discounted rate. Eligible candidates will receive a 50% discounted rate of the applicable price on the online course enrolment. Additional items such as printed textbooks or study tools are not discounted.

For candidate who are current IIROC member-firm employees

In order to qualify for the discount candidates must:

  • have successfully completed one of the regulatory courses listed below within the past 10 years
  • be required to re-enrol in the same course to fulfill Rule 2900 Part II A re-write requirements.

If you qualify, hit the back button on your browser and select a version of your course. Your discount will be applied automatically on checkout. You can also contact our customer service department at 1-866-866-2601.

For candidates who are not current employees of an IIROC member-firm

In order to qualify for the discount candidates must:

  • have successfully completed one of the regulatory courses listed below within the past 10 years
  • have an authorized representative of an IIROC member firm confirm that they are required to re-enrol in the same course in order to fulfill Rule 2900 Part II A re-write requirements

To enroll, complete the Course Re-enrolment Rule 2900 Form, have an authorized representative complete the verification, and submit the form to CSI by mail or fax.

Regulatory Courses
Advanced Investment Strategies (AIS)
Branch Managers Course (BMC)
Canadian Commodity Supervisors Examination (CCSE)
Canadian Securities Course (CSC®)
Chief Compliance Officers Course (CCO)
Chief Financial Officers Examination (CFO)
Conduct and Practices Handbook Course (CPH)
Derivatives Fundamentals Course (DFC)
Derivatives Fundamentals and Options Licensing Course (DFOL)
Effective Management Seminar (EMS)
Futures Licensing Course (FLC)
Investment Management Techniques (IMT)
New Entrants Course (NEC)
Options Licensing Course (OLC)
Options Supervisors Course (OPSC)
Partners, Directors and Senior Officers Course (PDO)
Portfolio Management Techniques (PMT)
Trader Training Course (TTC)
Wealth Management Essentials Course (WME®)