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For all questions related to CIRO’s Proposed Proficiency Model, please visit CIRO’s webpage or email proficiency@ciro.ca.

Study Tools

Save 10% when you buy any two of the following study tools, save 15% when you buy any three of the following study tools.

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DFOL Check

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The DFOL Check is a series of online practice questions intended to help you assess your readiness to take the DFOL exam. Sign up today and you can:

  • Focus your efforts. Test your overall knowledge and discover which course topics may require more study time.
  • Determine your readiness. Practice questions show you how well you performed in all subject areas.
  • Manage time constraints. Experience the pressure of taking the exam within the allotted time.

Financial Investment Calculations Toolkit

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Are you overwhelmed by financial investment calculations? Do you feel like you need a tune-up on basic math skills? You're not alone.

The CSI Financial Investment Calculations Toolkit is the ideal package for learners who need to perform calculations related to financial services.

Learn how to use a financial calculator to perform calculations common to financial services, both for your CSI courses and on the job.

You'll be introduced to essential financial math concepts, and be shown how to perform calculations step-by-step. Also included are practice questions to self-assess your financial investment calculations skills.

Financial Statement and Ratios e-Tutorial

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The new Financial Statement and Ratios e-Tutorial will introduce important concepts that appear in CSI courses, and which are commonly used in the financial services industry.

You'll learn the fundamentals of financial statement analysis, including a step-by-step demonstration of how a financial statement is created. You'll also review the basics of financial ratios, which are used to evaluate the potential success and investment-worthiness of a company.

It is also a useful refresher course for students who have not encountered these concepts in some time.

Macro- and Microeconomics e-Tutorial

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Having difficulty understanding the relationship between supply and demand? Or the difference between a peak and trough? Build essential business economics knowledge you need with CSI's new Macro- and Microeconomics e-Tutorial.

This e-Tutorial offers an overview of two areas of economics, Macroeconomics which focus on topics such as interest rates and inflation, the business cycle, monetary policy and fiscal policy.
Microeconomics which focus on specific topics such as supply and demand and industry cycles.

The new Macro- and Microeconomics e-Tutorial is a useful refresher course for individuals who have not encountered these concepts in some time.

Financial Planning Calculations E-tutorial

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The Financial Planning Calculations E-tutorial is the ideal study tool to tune up your financial planning calculations skills. Discover essential financial planning math concepts with practice questions to self-assess your financial investment calculations skills.

The Financial Planning Calculations E-tutorial is an invaluable resource whether new to a financial planning role or currently a financial planning student wanting to develop or rebuild a sense of comfort with performing financial planning calculations.

The toolkit explains how to calculate several key financial planning-related concepts, such as budget planning, credit planning, investment planning, tax planning, retirement planning, insurance planning.

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