CIRO / OCRI
Issued Sep 2026
The Canadian Investment Regulatory Organization's exam for registration in the securities industry, covering regulatory conduct, compliance, and the duties of a registered representative.
Citi
Issued Aug 2026
Financial math fundamentals, pricing commodities, hedging and structuring securities, and managing risk across market trading desks.
Bank of America
Issued Aug 2026
Generating market insight, navigating live market dynamics, client-centric product recommendations, and improving workflow through automation.
IBM
Issued July 2026
Designing AI agents that use tools and reason through multi-step tasks: agent architecture, orchestration, and where autonomy earns its place.
Duke University
Issued June 2026
Cognitive biases, emotional decision-making, and how psychological factors systematically affect investment behaviour and market outcomes.
Bloomberg
Issued Apr 2026
Core financial market concepts: economics, currencies, fixed income, and equities through Bloomberg's terminal lens.
Bloomberg
Issued Apr 2026
ESG frameworks, sustainable investing principles, and how ESG data integrates into investment analysis.
Corporate Finance Institute (CFI)
Issued Mar 2026
Building and interpreting financial models, DCF valuation, comparable company analysis, and precedent transactions.
Corporate Finance Institute (CFI)
Issued Mar 2026
Fixed income, equities, derivatives, and how capital markets actually function at an institutional level.
Corporate Finance Institute (CFI)
Issued Mar 2026
Personal financial planning, portfolio construction, and wealth management frameworks.
Canadian Securities Institute
Issued Mar 2026
Foundational credential for the Canadian financial industry. Covers equities, fixed income, mutual funds, and regulatory frameworks.
