CIRE Package

Course overview

PDUs 6 SFPA + 14 SC
Course type Online course
Duration 20 h
Price $495.00 plus taxes

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CIRE Package

Description

Prepare effectively for the Canadian Investment Regulatory Exam (CIRE) with this comprehensive study package, and save $60 (compared to buying everything separately). This package includes a Knowledge Check to assess your current understanding, four courses covering regulation, working with clients, financial analysis, and investments, as well as a Practice Questions bank to practice by replicating the real CIRE experience.

You will cover the fundamentals of regulatory frameworks, client relationships, ethics, market and company analysis, securities, managed products, and derivatives. Each component of the bundle is designed to strengthen your knowledge, develop diligence and professional ethics, and provide the confidence needed to pass the exam and thrive in the investment industry.

Activity recognition

FP Canada: 20 Financial Planning CE

Please note: The content of the Knowledge Check and the practice questions is not yet available. It will be available within the next few weeks. You may still register for the full set of CIRE courses and tools now.

Objectives

With the content of this package, you will be able to:

  • Understand the Canadian investment regulatory environment and professional standards in the securities industry
  • Identify, manage, and report client complaints while upholding ethical standards in practice
  • Analyze conflicts of interest and apply ethical decision-making in financial services
  • Comprehend how macroeconomic factors, industry trends, and company performance can provide investment insights
  • Recall the features, risks, and return potential of equities, fixed income, derivatives, and managed products
  • Build awareness of valuation techniques, trading strategies, and portfolio management considerations
  • Navigate regulatory requirements for disclosure, reporting, and investor protection
  • Implement investment strategies while adhering to legal, ethical, and professional obligations

Key competencies

By taking this course, you will develop essential expertise in these 2 areas of financial planning:

  1. Investment
  2. Finance

Additionally, this course supports the development of the transversal competency Diligence, by enabling participants to manage orders, accounts, and trades accurately, follow procedures and regulatory requirements, and verify the correctness and compliance of operations to ensure reliable, high-quality work.

Finally, it contributes to the development of the transversal competency Ethics, as it teaches how to apply conduct rules and regulatory obligations to act with integrity, protect clients, and prevent situations involving conflicts of interest or manipulative practices.

Who should attend

This bundle is intended for professionals who want to:

  • Prepare comprehensively for the CIRE
  • Assess their knowledge and identify areas for further review
  • Gain the confidence and skills needed to pass the exam and excel in the securities industry

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Course program

This package includes:

  • CIRE Knowledge Check
  • CIRE1 Securities Regulation in Canada
  • CIRE2 Working with Clients
  • CIRE3 Ethics in Client Relationships
  • CIRE4 Securities and Products
  • CIRE Practice Questions

Summary 

This package is the ideal solution to gain the knowledge, diligence, and professional ethics required to pass the CIRE and advance your career in the securities industry.

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