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Advisory Excellence in 2026: A Skills Blueprint by CIRO for the New Proficiency Model

The Canadian investment industry is on the brink of a major shift. With the new CIRO proficiency model coming into effect on January 1,...

Sep 223 min read

Advisory Excellence in 2026: A Skills Blueprint by CIRO for the New Proficiency Model

Advisory Excellence in 2026: A Skills Blueprint by CIRO for the New Proficiency Model

Boost Your Advisor Training Success

Starting strong in the financial advising world means more than just knowing numbers. It’s about mastering skills, building...

Business Development

Sep 204 min read

Boost Your Advisor Training Success

Boost Your Advisor Training Success

CIRO Cybersecurity Incident – Advisor Guide to Protecting Yourself

On August 11, 2025 , CIRO detected a cybersecurity incident involving unauthorized access to advisor registration data. While the...

Sep 94 min read

CIRO Cybersecurity Incident – Advisor Guide to Protecting Yourself

CIRO Cybersecurity Incident – Advisor Guide to Protecting Yourself

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