What’s new in securities licencing?

Getting registered as a representative in the securities industry can be the first step towards a successful and fulfilling career in financial services.

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

FP Canada Institute securities licensing education – 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 around these same principles, 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 provides a personalized learning pathway.

CIRO Store

Preparing for registration as an Investment Representative (IR) or Registered Representative (RR)

The FP Canada Institute’s CIRO exam prep tools and securities licensing education give you the resources you need to successfully write the required exams to become registered 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 FP Canada Institute’s securities licensing education and CIRO exam prep tools are translated and adapted into French by the Institute of Financial Planning, which delivers French-language offerings nationwide, as well as English-language offerings in Quebec.

Institute of Financial Planning

The FP Canada Institute difference

Our unique environment means a one-of-a-kind approach. These 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 real-world applications of knowledge to help you develop a deep understanding and long-term retention of materials. You’ll learn from scenarios that are realistic and relatable, with a client-centric focus.

More information for employers  More information for individual learners  CIRO Store