Budgeting, investments, insurance, retirement . . . and so much more!
 | Learn more about the profession |
The Institute is the only organization authorized to grant the financial planning diploma that leads to the F.Pl. designation. The starting point for a rewarding and people-oriented career.
| Find out why |
 | A student |
 |
 | Find my path |
 | Competency Guide for F.Pl. |
We offer several different training courses to meet your needs and help you advance your career.
| Learn more about our training courses |
The Institute has tools, videos, testimonials, and articles to support you in all areas of financial planning.
| Explore our resources |
I’m looking for:
 | Videos |
 | Articles |
 |
Budgeting, investments, insurance, retirement . . . and so much more!
| Learn more about the profession |
The Institute is the only organization authorized to grant the financial planning diploma that leads to the F.Pl. designation. The starting point for a rewarding and people-oriented career.
| Find out why |
| A student |
|
| Find my path |
| Competency Guide for F.Pl. |
We offer several different training courses to meet your needs and help you advance your career.
| Learn more about our training courses |
The Institute has tools, videos, testimonials, and articles to support you in all areas of financial planning.
| Explore our resources |
I’m looking for:
| Videos |
| Articles |
|
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.
$25 for the Knowledge Check tool
RSE Knowledge Check
This 35-question quiz allows you to assess your current knowledge in preparation for the Retail Securities Exam (RSE). Visualize your results and receive guidance to help you select the most beneficial courses for your learning journey.
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.
$95 per course
RSE1 Securities Regulation
This course helps you master Know Your Client obligations, suitability assessment, client risk profiles, account types, and key regulatory requirements to prepare effectively for the CIRO Retail Securities Exam.
RSE2 Working with Clients – Providing Advice
This course provides a practical and structured overview of trade execution, the Universal Market Integrity Rules (UMIR), and trading‑related compliance obligations, helping you prepare effectively for CIRO’s Retail Securities Exam.
RSE3 Investments – Financial Analysis
This course provides a practical and structured overview of financial analysis, including financial statement interpretation, key ratios, and securities and market evaluation, helping you prepare effectively for CIRO’s Retail Securities Exam.
RSE4 Investments – Portfolio Construction
This course explores portfolio construction and management, including asset allocation strategies, risk management principles, and portfolio theory, helping you prepare effectively for CIRO’s Retail Securities Exam.
RSE5 Investments – Equities and Fixed Income
This training addresses the features, risks, returns, and valuation methods of equity and fixed‑income securities. You will also learn to apply time value of money calculations to support informed investment decisions in preparation for CIRO’s Retail Securities Exam.
RSE6 Investments – Managed Products
This course introduces the main managed products, focusing on structures, fees, performance evaluation, and valuation methods. The course also covers suitability factors to deliver portfolio recommendations aligned with client profiles for CIRO’s Retail Securities Exam preparation.
RSE7 Investments – Making Recommendations and Communicating with Clients
This course enables you to make investment recommendations aligned with client objectives, constraints, and risk profiles. You will integrate basic tax planning, suitability, portfolio monitoring, and regulatory obligations to optimize outcomes while ensuring clear, compliant client communication.
Our practice questions allow you to consolidate your learning with exam-style questions and realistic virtual practice. They are the perfect tool to test your understanding, identify areas for improvement, and gain confidence before the exam.
$150 for the Practice Questions
RSE Practice questions
Prepare for the Retail Securities Exam (RSE) with practice questions designed to simulate a realistic virtual exam experience and reinforce your review of key topics.
This package includes all essential tools for complete, structured preparation for the RSE:
Choosing this package saves $90 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.
$750 for the CIRE Package
RSE Package
This study bundle includes everything you need to prepare for and successfully pass the Retail Securities Exam (RSE): a Knowledge Check too, seven courses, and Practice Questions.
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.
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Complete CIRE + RSE Package
This comprehensive package brings together all the essential tools and courses to help you effectively prepare for the Canadian Investment Regulatory Exam (CIRE) and the Retail Securities Exam (RSE).
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