foundation

CIRE — Canadian Investment Regulatory Exam

Tier 0 · Regulatory foundation · Essentials $179 · Plus $249 · Pro $379

3 modules37 lessons1 year of access included
CA$179
  • Lifetime access
  • Learn on any device
  • Downloadable resources

Audience: new entrants. Tone: reassuring, demystifying, energizing.


Your entire career starts with one exam. Let's get you through it.

Here's something that would have sounded impossible a few years ago: today, the distance between you and Canada's investment dealer industry is a single exam. The CIRE — 110 multiple-choice questions, two hours, $475. No mandatory course. No gatekeeper. The regulator itself says you're free to self-study.

That's the good news. The honest news: "no mandatory course" doesn't mean easy. The CIRE is scenario-based — it tests whether you can think like a person who belongs in this industry: regulations, ethics, client obligations, product basics, all applied to situations rather than recited as definitions. And because you get three attempts per enrolment before a cooling-off period, walking in half-ready is expensive in both money and momentum.

So walk in ready.

What's in the CIRE program

  • The complete study guide (~23 pages of core instruction across 9 blueprint domains) — built directly from CIRO's official exam blueprint, covering every domain in proportion to its exam weight, with the 2026 rules (fees, attempts, exemptions, registration mechanics) verified and footnoted. Includes the things nobody tells beginners: what an "Approved Person" actually is, which category you're entering, and what happens administratively after you pass.
  • 200 original practice questions — scenario-styled like the real thing, tiered from foundational to advanced, with every single answer explained. You'll finish the bank knowing not just what the right answers are, but how the exam thinks.
  • A study plan that respects your life — most candidates prepare in 4–8 weeks alongside work. We show you how to structure it.
  • The CIRE cohort — everyone in it is writing the same exam you are, many of them career-changers and newcomers asking the exact questions you're afraid are too basic. (They never are.)

Who this is for

You, if: you're entering the investment dealer industry, changing careers into finance, arriving in Canada with financial experience earned elsewhere, or sitting at a bank branch looking at the advisory desk. No prerequisites. No prior finance education needed — the guide assumes intelligence, not vocabulary.

One check before you buy: if you've worked in the industry before, you may qualify for an exemption (experienced returnees and holders of certain U.S. qualifications can skip the CIRE). Our guide's first section helps you confirm your status before you spend a dollar on preparation you might not need. That's the kind of company we're trying to be.

After the CIRE

Passing makes you registrable in the entry category — order execution. The advising career most people actually want requires one more paper: the RSE. Most of our CIRE members roll straight into it while the study momentum is hot.

[Get the CIRE program] [Open a free sample first] [Read the new entrant's roadmap]


FOOTER LINE

Independent education provider. Not affiliated with or endorsed by CIRO. All practice questions are original works — none reproduced from any actual examination.


Editions & pricing (CAD, one-time · taxes extra)

Choose how you want to study for the CIRE:

  • Essentials — $179. The complete written system: the study guide, 200 original explained practice questions, the program forum, your exam-window cohort, cycle updates, and the Master Strategy Document.
  • Plus — $249. Everything in Essentials, plus the professionally narrated audiobook edition of the study guide (≈1–2 hours).
  • Pro — $379. Everything in Plus, plus the full instructor-led video walkthrough training — every topic on screen.

What every edition includes: the complete study guide · 200 original explained questions · the program forum · your exam-window cohort · cycle updates · the Master Strategy Document (the 10-credential roadmap).

This guide: ~10,505 words across 9 topics.

Ways to save: buy any program and the Alumni Ladder gives you 20% off every future program, permanently. Studying more than one? See the full catalog & bundles → — including the Complete System (all 10 programs, from $1,499) and 1-on-1 coaching.

Curriculum

Module 1Study Guide

16 lessons

The complete CIRE study guide, verified against issuer sources for the 2026 cycle.

1

Start here — overview

How to use this guide + the credential at a glance.

Preview
2

Part 1 — Credential Overview & Strategic Positioning

3

Part 2 — Exam Blueprint & Logistics

4

Part 3 — Eligibility, Prerequisites & Registration Path

5

Part 4 — Complete Domain-by-Domain Study Content

6

Part 5 — Real-World Application Use Cases

7

Part 6 — Structured Study Plan (7 Weeks)

8

Part 7 — Exam-Day Strategy & Question-Attack Techniques

9

Part 8 — How to Use the Companion Question Bank

10

Overview — how to use this 2026 layer

11

PART A — CURRENT AS OF 2026 (supersedes stale figures in the base guide)

12

PART B — ASSUMED / PREREQUISITE KNOWLEDGE (the syllabus does not spell these out)

13

PART C — DEEPENED DOMAIN CONTENT (worked math, edge cases, traps)

14

PART D — BEYOND-SYLLABUS ANGLES (integration, real-world, current events, traps)

15

2026 Currency Change-Log (what changed, from → to)

16

Sources

Module 2Audio & Video Course — Listen or Watch

17 lessons

Listen or watch the full course, episode by episode — the same curriculum as the study guide, in audio and video, with a read-along transcript.

17

Episode 1 — Welcome and the 2026 Regulatory Earthquake

Watch the video, listen to the audio, or read the transcript — same lesson, three ways.

18

Episode 2 — The Blueprint: One Hundred and Ten Questions in One Hundred and Twenty Minutes

Watch the video, listen to the audio, or read the transcript — same lesson, three ways.

19

Episode 3 — Who Must Write, Who Is Exempt, and the Seven Steps to Exam Day

Watch the video, listen to the audio, or read the transcript — same lesson, three ways.

20

Episode 4 — Transition Rules and Grandfathering: The 2026 Fine Print

Watch the video, listen to the audio, or read the transcript — same lesson, three ways.

21

Episode 5 — Element One: The Regulatory Framework, or Who Regulates What

Watch the video, listen to the audio, or read the transcript — same lesson, three ways.

22

Episode 6 — Element Two: Prospective Client Relationships

Watch the video, listen to the audio, or read the transcript — same lesson, three ways.

23

Episode 7 — Element Three: Scope of the Client Relationship

Watch the video, listen to the audio, or read the transcript — same lesson, three ways.

24

Episode 8 — Element Four: Client Complaints Handling

Watch the video, listen to the audio, or read the transcript — same lesson, three ways.

25

Episode 9 — Element Five: Market and Company Analysis

Watch the video, listen to the audio, or read the transcript — same lesson, three ways.

26

Episode 10 — Element Six: Market Integrity, Trade Execution and Settlement

Watch the video, listen to the audio, or read the transcript — same lesson, three ways.

27

Episode 11 — Element Seven: Securities and Investment Products

Watch the video, listen to the audio, or read the transcript — same lesson, three ways.

28

Episode 12 — Element Eight: Derivatives — Six Questions, Remember Level Only

Watch the video, listen to the audio, or read the transcript — same lesson, three ways.

29

Episode 13 — Element Nine: Conflicts of Interest and Ethics

Watch the video, listen to the audio, or read the transcript — same lesson, three ways.

30

Episode 14 — The Seven-Week Study Plan

Watch the video, listen to the audio, or read the transcript — same lesson, three ways.

31

Episode 15 — Exam-Day Strategy: The Finale

Watch the video, listen to the audio, or read the transcript — same lesson, three ways.

32

Full Video Course — Part 1

The complete course as one continuous video.

33

Full Video Course — Part 2

The complete course as one continuous video.

Module 3Practice Question Bank

4 lessons

200 original, explained practice questions — tiered foundational → advanced.

34

Practice Quiz — Foundational (80 questions)

60 foundational questions with explained answers. Pass mark 70%.

35

Practice Quiz — Intermediate (120 questions)

100 intermediate questions with explained answers. Pass mark 70%.

36

Practice Quiz — Advanced (47 questions)

40 advanced questions with explained answers. Pass mark 70%.

37

Enhanced Practice Questions — 2026 (50)

Fresh, 2026-current practice questions covering the enhancement material.