Re-Enrolment to Meet IIROC’s 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 |
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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®) |