Courses recognized by IIROC for Voluntary Participation in the Continuing Education Program

Current Courses Satisfies Administered By
Advanced Estate Planning and Trust Strategies Professional Development CSI
Advanced Investment Strategies Professional Development CSI
Advanced Retirement Management Strategies Professional Development CSI
Branch Managers Course Professional Development CSI
Certified Investment Management Analysts Course Professional Development Investment Management Consultants Association
Commodities as Investments Professional Development CSI
Derivatives Fundamentals and Options Licensing Course Professional Development CSI
Fundamentals of Financial Planning Professional Development CSI
FPSC Level 1 Examination Professional Development Financial Planning Standards Council
CFP Examination Professional Development Financial Planning Standards Council
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 IIROC’s CE program