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The Canadian Investment Regulatory Organization (CIRO) has proposed changes to its proficiency rules including changes to the current mandatory courses offered by the Canadian Securities Institute (CSI). Under these proposed rules, subject to approval by the Canadian Securities Administrators (CSA), CIRO will be moving towards an assessment centric proficiency model for Approved Persons of Investment Dealers. For more information on CIRO’s proposed rules, please refer to the CIRO website. If you have any questions on how the proposed changes may impact you, please reach out to proficiency@ciro.ca.

About

Become licensed to supervise investment advisors who trade options with the Options Supervisors Course (OPSC). Through this course, you’ll gain a thorough understanding of the rules and regulations of exchange-traded options in Canada. This course will enable you to meet proficiency requirements to become a designated options supervisor or an alternate options supervisor.

What skills will you develop?

The OPSC covers the basics about options and strategies to be able to oversee options trading and options accounts. You’ll gain a thorough understanding of the responsibilities of an options supervisor and have the knowledge with which to carry them out.

Who should enrol?

Enrol in the OPSC if you want to:

  • Advance your career
  • Become an options-qualified supervisor
  • Become a designated options supervisor
  • Enhance your knowledge of options account supervision