Complete Preparation for All Your CIRO Exams

Assess your knowledge before you begin

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.

$25 for the set of Knowledge Checks

RSE + CIRE Knowledge Check Package

This bundle includes two knowledge checks designed to help you assess your readiness for the Canadian Investment Regulatory Exam (CIRE) and the Retail Securities Exam (RSE). Visualize your results and receive guidance to help plan your learning journey.

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0 h
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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
  • 4 CIRE courses – available now
  • 7 RSE Courses – registration open now; materials will be accessible soon
  • Practice Question Banks – CIRE and RSE

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.

26 SC + 29 SFPA

CIRE + RSE Package

This comprehensive dual-exam bundle includes everything you need to prepare for and successfully pass the Canadian Investment Regulatory Exam (CIRE) and the Retail Securities Exam (RSE): two Knowledge Checks, eleven courses, and Practice Questions for both exams.

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55 h
Online course
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Other options for you

Canadian Investment Regulatory Exam (CIRE) These courses cover the essential concepts assessed on the exam, including the regulatory framework, client relationships, financial analysis, and investment products. Offered online, they adapt to your pace. arrow_forward

Retail Securities Exam (RSE) These courses cover the key concepts assessed on the RSE, including client relationships, suitability assessment, and the characteristics of securities. Offered online, they can be completed at your own pace. arrow_forward


Terms & Conditions

Cancellations and Refunds – Online (Asynchronous) Courses
No refund is granted once the course has been started. A full refund will be issued if the cancellation request is made within 30 days of the purchase date. No refund will be provided for cancellations made 31 days or more after the purchase.

Professional development Bundles
Professional development Bundles cannot be applied to securities courses.

Knowledge Check Tools
If you have purchased a Knowledge Check tool individually, and then purchase a package, a $25 discount will be automatically applied to the package. This discount is granted only once, even if you purchased multiple Knowledge Check tools before the package.

Completion Deadline
Registered participants have up to one year from the purchase date to complete their training.

Right of Cancellation by the Institute of Financial Planning
The Institute of Financial Planning reserves the right to cancel an online course if necessary. In such cases, participants who have not completed their training and are still within one year from the purchase date will be notified and will receive a full refund.