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

Course Formats

The DFC comes in two alternative bundling options. Please select one of the below options.

Expand All| Collapse All

Online, interactive version with hard-copy textbook

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

Online, interactive version with PDF textbook

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Re-enrolment to meet CIRO re-write requirements

Candidates who are required to meet the Proficiency and Education requirements for CIRO’s Rule 2600 Part II A 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.

Bundle & Save More

DFC with Futures Licensing Course Complete online version with hard-copy textbooks

The Futures Licensing Course (FLC) is designed to help you expand your service offering to include futures-based investment strategies. The second course in the two-step licensing program, the FLC meets regulatory proficiency requirements for advisors dealing with the public in futures and futures options contracts.

This is a bundle product, and you will be enrolled in the DFC course and FLC course at the same time.

DFC with Futures Licensing Course - Complete online versions with PDF textbooks

The Futures Licensing Course (FLC) is designed to help you expand your service offering to include futures-based investment strategies. The second course in the two-step licensing program, the FLC meets regulatory proficiency requirements for advisors dealing with the public in futures and futures options contracts.

This is a bundle product, and you will be enrolled in the DFC course and FLC course at the same time.

Discounts

CIRO member firms, financial institutions and other corporate entities who have agreements with CSI may be eligible for discounts on some courses. Selecting the name of your employer at the time of enrolment will ensure that applicable discounts appear at checkout.

Replacement Textbook

Expand All| Collapse All

Replacement Hard-copy Textbook

Only students currently enrolled in the course and course graduates may purchase a replacement hard-copy textbook.

Shipping & Handling

  • Printed course materials will ship within 5-10 business days of purchase
  • Electronic course materials will be available immediately upon purchase
  • Shipping costs vary by location & will be displayed on the final screen of check out
  • Shipping and handling fees will apply to all orders that include printed course materials

Request More Information

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

Promotion Check