What’s new in securities licencing?

For many professionals, registration as a securities representative can be the first step towards a successful and fulfilling career in financial services.

On January 1, 2026, the Canadian Investment Regulatory Organization (CIRO) introduced a new proficiency model for securities registration. Individuals are no longer required to complete mandatory coursework before writing the exams, which now assess what candidates know and can do.

Securities licensing education from the FP Canada Institute – do more than pass. Thrive.

The FP Canada Institute, a division of FP Canada™ and a leader in financial services education, offers exclusive securities licensing education and CIRO exam prep tools designed to meet this proficiency approach, helping candidates prepare to demonstrate their knowledge and ace the CIRE and RSE exams.

We offer personalized learning paths, modular courses and comprehensive practice questions to help you excel on your CIRO exams and succeed with clients.

 

Courses and Study Bundles

Find individual courses and study bundles in the CIRO Store, including the FP Canada Knowledge Check that assesses learner knowledge and designs a personalized learning pathway.

CIRO Store

Preparing for registration as an Investment Representative or Registered Representative

The FP Canada Institute’s CIRO exam prep tools and securities licensing education give you the resources you need to successfully write the exams you need for registration as an Investment Representative (IR) or Registered Representative (RR):

  • The Canadian Investment Regulatory Exam, required for all individuals seeking registration as an IR or RR, covers the basics of financial markets and securities regulation in Canada, and the foundational knowledge required to trade in securities
  • Individuals pursing RR registration must also pass the Retail Securities Exam, which focuses on the knowledge and competencies required to assess suitability and make securities recommendations to clients

Courses created by financial professionals for financial professionals

Whether it’s a first foray into financial services or someone who has been working in the industry for years, learners can get their career into gear with the FP Canada Institute. We provide the professional, intuitive, and engaging securities licensing education needed to take financial services careers to the next level.

The English version is available in Quebec, and the adapted French language version is available throughout Canada, both through the Institute of Financial Planning.

Institute of Financial Planning

The FP Canada Institute difference

Our unique environment means a one-of-a-kind approach. Our education and CIRO exam prep tools were created in-house by experts in financial services, adult education, and practice support, delivering an original program built specifically to help you conquer the CIRE and RSE. We’re not using off-the-shelf content; our education is purpose-built.

We focus on helping you build practical skills through real client scenarios, strengthening your problem-solving and thinking abilities. This approach ensures you not only understand the required concepts but can apply them confidently when working with clients.

More information for employers  More information for individual learners  CIRO Store