Corporate training
Compliance training for your whole team
Group enrolment for CIRO investment dealers and investment fund dealers, with one invoice and completion records for your files.
Billing
One invoice to your firm
Accounts
We enrol every learner
Records
Completion records for your files
Benefits for firms
What your firm gets
Consistency
Consistent training across branches
Every learner completes the same structured course, wherever they work.
Tracking
Completion tracking
We track progress and quiz results for each learner. [CONFIRM: reporting format]
Billing
One invoice
Group enrolments are billed to your firm on a single invoice.
Onboarding
Group onboarding
Send us a list of learners and we set up and enrol each account.
How it works for firms
Group enrolment on your normal invoice cycle.
Three steps from choosing a course to certified learners. Nothing in the process needs a corporate card or a separate procurement route.
01
Choose your courses
Pick DMTP, Supervisory Framework or both for new approvals and supervisory staff. Both courses can go on one request.
OUTPUT — COURSE SHORTLIST
02
Request a group invoice
Tell us how many learners you have. We confirm pricing, send one invoice to your firm, and create and enrol each learner’s account.
OUTPUT — INVOICE AND LEARNER ACCOUNTS
03
Track progress and certify
Learners sign in to their own student dashboard. Certificates are issued automatically on completion, and we provide completion records for your files.
OUTPUT — CERTIFICATE AND COMPLETION RECORD
Module quizzes
Knowledge checks with a set pass mark at the end of each module.
Certificates
Issued automatically on completion and kept in the learner’s account.
Student dashboard
My Courses, My Grades and My Certificates in one learner view.
Manual enrolment
Seats set up by our team against your firm’s invoice.
Regulatory context
Why firm training matters under CIRO's proficiency model
Under CIRO’s proficiency model, which took effect on January 1, 2026, Dealer Members must provide training to newly approved Registered Representatives and Investment Representatives within 90 days of approval, and keep records of the training they provide.
A dealer may use an external provider to deliver that training, but the dealer remains responsible for providing and overseeing it. Our courses are designed to support that responsibility; they do not replace your firm’s own supervision and record keeping.
SOURCE — CIRO GUIDANCE NOTE GN-2600-25-002, DEALER MEMBER TRAINING FOR REGISTERED REPRESENTATIVES AND INVESTMENT REPRESENTATIVES
Which course fits which role
Matching courses to roles
DMTP
Dealer Member Training Program
Newly approved institutional Registered Representatives and Investment Representatives at investment dealers. Training managers use it to support the firm’s training obligation for new approvals.
SF
Supervisory Framework
Supervisors, branch managers, compliance officers and chief compliance officers at investment dealers and investment fund dealers. [CONFIRM: intended roles]
Request a quote
Tell us about your team
Share a few details and we will reply with group pricing and next steps, usually within [CONFIRM: response time, for example two business days].
- Group pricing for your headcount
- Single invoice to your firm
- Onboarding handled for you
Prefer email? Write to [CONFIRM: email address].
FAQ
Frequently asked questions
Can’t find what you need? Contact us and we will reply within [CONFIRM: response time].
Is there a minimum number of learners for group enrolment?
[CONFIRM: minimum group size].
Can we pay by invoice?
Yes. Group enrolments are invoiced to your firm. [CONFIRM: payment terms, for example net 30].
How are learners added?
Send us a list of names and work email addresses. We create the accounts and enrol each learner, and each learner receives an email with sign-in instructions.
What completion records do we receive?
[CONFIRM: report format and frequency, for example a completion report by learner with dates and quiz results, sent on request].
Can we add learners later?
Yes. Contact us and we will add them to your firm’s group. [CONFIRM: pricing for added seats].
Talk to us
Questions about training your team?
We can walk you through the courses and the enrolment process.
