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Description
Tailored for individuals servicing institutional accounts, this course builds on the foundation of CIRE by emphasizing the unique products, market structures, and regulatory considerations in institutional markets. It prepares candidates to demonstrate competency in trading practices, risk management, and the distinct obligations when dealing with sophisticated clients.
Previously, individuals typically completed CSI’s Canadian Securities Course® (CSC®) and the Conduct and Practices Handbook® (CPH®) to qualify as an RR, with the Wealth Management Essentials® (WME®) required as a post-approval requirement within 30 months of approval to maintain the licence.
Note: Passing CIRO’s exam(s) is only one part of the proficiency requirements. To become registered and practice, you must also be approved through a CIRO-regulated dealer and complete any required dealer training and CIRO Conduct Training. Some roles also have education and experience requirements.
* Flash cards available starting April 1, 2026.
** Remote proctored simulation exam available starting May 1, 2026.
ISE Course™
$699
180 Days (6 months) Online Access
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Securities Foundations Video Series
An introductory video series designed to give students foundational knowledge before they begin reading the CIRO course manuals. The series runs approximately 80 minutes in total and is included in all CIRO programs offered by SeeWhy Learning.
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SeeWhy Course Manual
A plain-language, comprehensive manual that uses the official syllabus as a framework and is enriched with simplified examples and SeeWhy’s proven memory aids.
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1,000+ Flash Cards*
Easy-to-use instant knowledge cards with clear, concise explanations, making it easy to learn, review, and retain essential concepts and terminology.
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2,000+ Exam Preparation Questions
A robust question bank with detailed explanations to test knowledge and reinforce understanding.
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Practice Question Take-up Videos
Each video tackles a specific question with a study coach guiding you step-by-step, sharing helpful tips and insights.
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Remote Proctored Simulation Exam**
A full-length simulated exam with instant results and a SeeWhy completion certificate, plus an Honours Crest for exceptional performance.
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Money Back Guarantee
The effectiveness of our study tools allows us to offer a no-hassle money back guarantee.*
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More about our Study Tools
Our study tools allow each unique individual to approach learning in a way that best suits them. Take control of your learning journey, making it more efficient, effective, and enjoyable
Flash Cards*
Easy-to-use instant knowledge cards with clear, concise explanations, making it easy to learn, review, and retain essential concepts and terminology.
Exam Preparation Questions
A robust question bank with detailed explanations to test knowledge and reinforce understanding.
Practice Question Take-up Videos
Each video tackles a specific question with a study coach guiding you step-by-step, sharing helpful tips and insights.
Remote Proctored Simulation Exam**
A full-length simulated exam with instant results and a SeeWhy completion certificate, plus an Honours Crest for exceptional performance.
Securities Foundations Video Series
An introductory video series designed to give students foundational knowledge before they begin reading the CIRO course manuals. The series runs approximately 80 minutes in total and is included in all CIRO programs offered by SeeWhy Learning.
SeeWhy Course Manual
A plain-language, comprehensive manual that uses the official syllabus as a framework and is enriched with simplified examples and SeeWhy’s proven memory aids.Recent Videos
Monetary & Fiscal Policy Part 2
Monetary & Fiscal Policy
