Course packages purpose-built for CIRO’s new exam requirements

Based on real-world scenarios, we prepare your financial professionals for actual situations with actual clients. We’ve designed our securities licensing education and exam prep tools specifically for the new CIRO proficiency regime and the new CIRE and RSE exams. This ensures financial services employees gain practical, real-life education that helps them effectively deliver on their roles.

Our packages include:

  • The FP Canada™ Knowledge Check—an up-front quiz to assess learner knowledge and design personalized learning pathways
  • A just-in-time approach to give learners access to what they need when they need it, reducing the time and effort required for study
  • Real-world examples and case studies that increase relevance, improve retention, and promote higher engagement for more efficient and effective learning

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

 

Digital delivery that works for your teams

  • Our courses are available online for self-directed learning on our robust learning management system
  • Practice questions mimic actual exams with customized learner feedback so learners deepen their knowledge as they go
  • We provide firms with on-demand tracking and analytics, so you gain instant insight into the progress of all learners on your team

Proven excellence in adult learning

Our courses are created by industry experts in financial services, adult education, and practice support, so you know they’re targeted and effective. And we focus on real-world application to develop the skills and competencies your employees can actually use, moving beyond rote memorization to performance-based learning and on the job application.

With exceptional Net Promoter Scores (NPS), the FP Canada Institute is backed by hundreds of learners and thousands of learning hours.

 
 

We’re here for you

We hope you’re as excited as we are about this full suite of tools that can strengthen your future investment associates’ and advisors’ ability to deliver quality services to clients. Contact us if you have questions.

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