Securities Training and CIRO Exam Preparation Tools

A comprehensive offering that goes beyond the exam to prepare you to serve your clients effectively from the very start of your career.

 
 

The Solution to Pass Your CIRO Exams... and Thrive.

On January 1, 2026, the Canadian Investment Regulatory Organization (CIRO) adopted a new proficiency model based on competencies for registration as an Investment Representative (IR) or Registered Representative (RR). There are no longer mandatory courses before taking the exams; what matters now is your mastery of the required knowledge and skills.

Exams You Need to Pass to Become a Representative

To register as an IR or RR, CIRO requires you to pass exams that validate the essential knowledge and skills needed to work in the securities sector. The Institute of Financial Planning offers tools and courses designed to prepare you in a targeted and efficient way.

CIRE

Canadian Investment Regulatory Exam


Mandatory for anyone seeking registration as an IR or RR. It covers the basics of financial markets and securities regulation in Canada, as well as the fundamental knowledge required to trade securities.

  • 4 CIRE Courses
  • 1 Knowledge Check
  • 1 Bank of CIRE Practice Questions

See the courses and tools

RSE

Retail Securities Exam


Required in addition to the CIRE for anyone seeking registration as an RR. It focuses on the skills and knowledge needed to assess suitability and provide recommendations to clients.

  • 7 RSE Courses
  • 1 Knowledge Check
  • 1 Bank of RSE Practice Questions

See the courses and tools

 

Complete CIRE + RSE Package

The best value: you save $175


This full package brings together all the essential courses and tools to effectively prepare you for the Canadian Investment Regulatory Exam (CIRE) and the Retail Securities Exam (RSE):

  • 2 Knowledge Checks – CIRE + RSE
  • 4 CIRE courses – available now
  • 7 RSE Courses – registration open now; materials will be accessible soon
  • 2 Practice Question Banks – CIRE + RSE

See the package

The approach proposed by the Institute

1

Self-assessment

Assess your knowledge with personalized Knowledge Check tools.

2

Learning

Take modular courses that cover all aspects of the CIRO securities exams.

3

Practice

Test your knowledge with realistic question banks.

Assess your knowledge before you begin

$25 for the complete set of Knowledge Checks

Before investing time and money in your preparation, take a moment to assess where you stand. Our Knowledge Checks are designed to help you determine your level of readiness and identify the most relevant content based on your current understanding.

Choose the complete set of Knowledge Checks (CIRE + RSE) to get a comprehensive overview of your knowledge in a single step, and effectively target the areas you need to focus on.

View the complete set of Knowledge Checks

 

Becoming a registered representative in the securities industry can be the first step toward an exciting career in financial services!

Developed by the FP Canada InstituteTM, these courses and exam preparation tools are adapted into French by the Institute of Financial Planning for nationwide distribution across Canada. The courses are also offered in English by the Institute in Québec; outside Québec, English-language courses are available directly through the FP Canada Institute.