Important Update: Canada Post Strike & Shipping Guidelines. Learn More.

For all questions related to CIRO’s Proposed Proficiency Model, please visit CIRO’s webpage or email proficiency@ciro.ca.

What credentials does this course lead to?

What careers does this course lead to?

  • Mutual Funds and Alternative Mutual Funds Sales Representative
  • Financial Planner
  • Investment Representative
  • Investment Advisor
  • Bank or Trust Company Officer

Explore Career Map

Depending on the level of financial experience, our comprehensive Career Map can help guide you through the financial areas that will suit you best.

You can search by courses, credentials, or careers to better your understanding of the financial marketplace and navigate it successfully.

Request More Information

Would you like to keep informed about CSI's products and promotions?

Promotion Check