| Current Courses | Satisfies | Administered By |
|---|---|---|
| Advanced Investment Strategies | Professional Development | CSI |
| Investment Dealers Supervisors Course | Professional Development | CSI |
| Certified Investment Management Analyst® (CIMA) Certification Examination | Professional Development | Investments & Wealth Institute (IWI) |
| Derivatives Fundamentals and Options Licensing Course | Professional Development | CSI |
| QAFP Examination | Professional Development | FP Canada |
| CFP Examination | Professional Development | FP Canada |
| Financial Planning II | Professional Development | CSI |
| Chartered Financial Analyst Program (each level) | Professional Development | CFA Institute |
| Chief Compliance Officers Qualifying Examination | Professional Development | CSI |
| Derivatives Fundamentals Course | Professional Development | CSI |
| Financial Planning Supplement (FPSU) | Professional Development | CSI |
| IQPF Professional Training Course (including the IQPF Exam) | Professional Development | Institut quebecois de planification financiere |
| Partners, Directors and Senior Officers Course | Professional Development | CSI |
| Portfolio Management Techniques | Professional Development | CSI |
| Wealth Management Essentials | Professional Development |
CSI |
| WME for Financial Planners | Professional Development |
CSI |
| WME for Wealth Managers | Professional Development |
CSI |
| WME for Investment Managers | Professional Development |
CSI |
| Investment Management Techniques | Professional Development |
CSI |
| 700 Series of Personal Financial Planning Courses | Professional Development |
CSI |
Note: The courses listed above may only be used once to qualify for Voluntary Participation in CIRO’s CE program