Securities Training and CIRO Exam Preparation Tools

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

Assess Your Knowledge Before You Start

Knowledge Checks: $25 each

Before investing time and money in your preparation, take a moment to evaluate your current knowledge. Our self-assessment tools help you determine your level of readiness and target the content that is most relevant to your existing knowledge.

This is a simple and quick first step toward building an effective, personalized learning path.

Knowledge Checks can be purchased now, but their content is not yet available. It will be available soon, and registered participants will be notified by email.

Develop the Knowledge Required for the CIRE

CIRE Courses: $95 per course

These CIRE courses cover all topics evaluated on the Canadian Investment Regulatory Exam, including regulation, client relations, ethics, and financial products. Each course can be taken independently, at your own pace and according to your learning goals.

Complete CIRE Preparation at the Best Value

CIRE Package: $495

The CIRE Package includes all the essential tools for a complete, structured preparation for the Canadian Investment Regulatory Exam:

• CIRE Knowledge Check

• Four CIRE Courses

• CIRE Practice Questions

Choosing this package saves $60 compared to purchasing each item individually while providing a coherent learning path from initial assessment to exam-style practice.

💡 If you have already purchased a Knowledge Check tool separately, a $25 discount will automatically apply to the package.

Develop the Knowledge Required for the RSE

RSE Courses: $95 per course

These courses cover the key topics assessed on the Retail Securities Exam, including client relations, suitability assessment, characteristics of securities, managed products, and portfolio construction principles. Available online, they can be taken individually according to your progress and preparation needs.

These courses are not yet available, but registration is open now. Registered participants will receive an email once the course materials are accessible.

Courses offered:

• RSE1 Securities Regulations
• RSE2 Working with Clients – Providing Advice
• RSE3 Investments – Financial Analysis
• RSE4 Investments – Portfolio Construction
• RSE5 Investments – Equities and Fixed Income
• RSE6 Investments – Managed Products
• RSE7 Investments – Making Recommendations and Communicating with Clients

Each course provides 5 PDUs recognized by the Institute; the PDU category will be confirmed later.

Complete RSE Preparation at the Best Value

RSE Package: $750

This package includes all essential tools for complete, structured preparation for the RSE:

• RSE Knowledge Check

• Seven RSE Courses 

• RSE Practice Questions

Choosing this package saves $90 compared to purchasing each item individually while providing a coherent learning path from initial assessment to exam-style practice.

These courses are not yet available, but registration is open now. Registered participants will be notified by email once the course materials are accessible.

💡 If you have already purchased a Knowledge Check tool separately, a $25 discount will automatically apply to the package.

Practice in Realistic Conditions

Practice Questions: $150

Our practice question banks allow you to consolidate your learning with exam-style questions and realistic virtual practice. They are the perfect tools to test your understanding, identify areas for improvement, and gain confidence before the exam.

Practice question banks can be purchased now, but the content is not yet available. It will be available soon, and registered participants will be notified by email.

Complete Preparation for All Your CIRO Exams at the Best Value

Complete CIRE + RSE Package: $1,195

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):

• Knowledge Checks – CIRE and RSE

  • The CIRE Knowledge Check will be available very soon

  • The RSE Knowledge Check will be available soon (expected by March)

• Four CIRE courses – available now

• Seven RSE Courses – registration open now; materials will be accessible soon

• Practice Question Banks – CIRE and RSE

  • The CIRE practice questions will be available next week

  • The RSE practice questions will be available by March

By choosing this package, you save $175 compared to purchasing the items individually, while benefiting from a coherent learning path, from initial assessment to exam-style practice.

💡 If you have already purchased a Knowledge Check, a $25 discount will be automatically applied when purchasing the full package.