Program details are in English. Page labels are translated.
Licensing route
CIRO proficiency exams for investment dealer approved persons
Canadian Investment Regulatory Organization (CIRO); exams delivered with Fitch Learning
CIRO's assessment-based exams, in place since January 2026, for people seeking approval to work with an investment dealer, for example as a registered representative.
Good for: I have a finance degree and 15 years of experience abroad. Where can I restart?
Checked How we check information
At a glance
- Delivery
- Confirm delivery
- Cost
- Confirm cost with provider
- Who can access it
- Approval conditions set by CIRO and the sponsoring dealer.
- Intake
- Ongoing enquiries or individual applications
Approval also requires a sponsoring investment dealer; passing an exam alone does not authorize you to work.
01 / Start here
Your first steps
- Read CIRO's proficiency pages for the approval category you need.
- Email proficiency@ciro.ca with questions about how prior foreign credentials apply.
First exams under the new model launched January 2026; sitting schedule to confirm with CIRO.
Visit provider ↗ (opens in a new tab)02 / Check the fit
Requirements and limits
- Pass the CIRO exam for the approval category sought.
- CIRO says preparation courses are separate from the exams; syllabi, study guides and practice exams are published.
Approval conditions set by CIRO and the sponsoring dealer.
Important limits and details to confirm
- Approval also requires a sponsoring investment dealer; passing an exam alone does not authorize you to work.
- Students in old mandatory CSI courses have extensions only to December 31, 2026.
Location
- Canada-wide.
03 / Understand the commitment
Costs and possible funding
CIRO publishes an exam fee page; amounts not confirmed in this review.
No specific funding verified.
04 / Check with the provider
Sources and where to get help
Use the provider’s official starting page to ask about your situation. Published information was checked on October 23, 2026; the provider must confirm current availability and personal eligibility.