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

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

Welcome to CIRO.ca!

You can find the Canadian Investment Regulatory Organization (CIRO) at CIRO.ca with our fresh look and feel.

The following sections of the legacy mfda.ca and iiroc.ca sites have been migrated to ciro.ca:

  • Enforcement
  • Hearings
  • Consultations
  • A unified member directory (Dealers We Regulate)
  • Advisor Report

We will continue moving items off MFDA and IIROC in 2024. Stay tuned for future updates.