New Webcast: New Proficiency Model: Investment Dealer Walk Through

Overview

Proficiency plays a key role in CIRO’s mission to protecting investors, to providing efficient and consistent regulation, and to building confidence in Canada’s capital markets. The new Proficiency model aims to raise the proficiency bar; allow for greater currency, relevancy, and responsiveness to industry changes; enable greater alignment with firm training; and lower the cost of licensing and remove entry barriers for end-users.

Speakers

• Sherry Tabesh, Vice-President, Proficiency, CIRO
• Rita Kwok, Senior Proficiency Specialist, CIRO
• Kevin Poulton, Managing Director, Fitch Learning

Topics

In this session, presenters will:

• Present on the launch of the new proficiency model,
• Discuss the materials published that are important for the launch of the new model,
• Provide an overview of the portals that will support the delivery of the new exams, and
• Provide an overview of the system related updates in advance of the January 1, 2026 implementation date.

CE Credits

There will be 0.5 Compliance continuing education credits available under the Investment Dealer (formerly IIROC) CE program. This webcast is not eligible for MFD CE credit.

Register for the webcast.