Gobeil & Associates

Good luck to all the candidates writing the CFP and QAFP exams this week!

Planning on becoming a Registered Representative and not sure where to begin?

Click the link to see a sample question from our new CIRO Study Packages.

What is the Canadian Investment Regulatory Exam? What is the Canadian Investment Regulatory Exam? Since 1999, Gobeil & Associates has provided study packages for more than 20,000 successful can...

Are you planning on becoming a Registered Representative?

We have been helping people pass financial exams since 1999.

We can help you too!

Your Path to a Career as a Registered Representative Since 1999, Gobeil & Associates has provided study packages for more than 20,000 successful candidates for The Certified Financial Planner® Examina...

Are you planning on becoming a Registered Representative?

Check out our new Study Packages for the CIRO Examinations!

Since 1999 Gobeil & Associates has provided study aids for candidates for the The Certified Financial Planner® Examination, The Qualified Associate Financial Planner™ Exam and the Applied Financial Planning Certification Examination™.

Let us help you too.

CIRO Study Packages from Gobeil & Associates CIRO Examinations Study Packages from Gobeil & Associates Since 1999, Gobeil & Associates has provided study packages for more than 20,000 succ...

Are you planning on becoming a Registered Representative?

Check out our new Study Packages for the CIRO Examinations!

Since 1999 Gobeil & Associates has provided study aids for candidates for the The Certified Financial Planner® Examination, The Qualified Associate Financial Planner™ Exam and the Applied Financial Planning Certification Examination™.

Let us help you too.

Gobeil's Study Packages for CIRO Examinations If you or your colleagues are required to obtain accreditation as Registered Representatives, please read on. The Canadian Investment Regulator...

Your Path to a Career as a Registered Representative

Your path to a career as a Registered Representatives, whether as an investment advisor, mutual fund sales representative, or portfolio manager has changed.

The Canadian Investment Regulatory Organization regulates Registered Representatives who are licensed to advise clients and execute trades in securities or mutual funds.

CIRO has transitioned from a course-focused model to an exam-based proficiency framework. You will not have to complete mandatory courses as prerequisites to exams.

You will find comprehensive materials from CIRO for each of the registration categories:

- Detailed Syllabi outlining learning outcomes, cognitive taxonomy levels, topic scopes, and weightings.
- Practice Examinations replicating the format, length, and level of difficulty of the official exams.
- Guide for Studying offering strategies for self-study, criteria for selecting third-party providers, and recommendations for peer and tutor support.

You will benefit from this assessment-focused model:

- Flexibility Study at your own pace and concentrate on areas that require the most attention.
- Cost-Effectiveness Eliminate unnecessary course fees and invest only in resources that meet your needs.
- Transparency Use the published syllabi and practice exams to align preparation directly with exam requirements.
- Professional Relevance Engage with content that mirrors real-world scenarios and regulatory expectations.

Remember juggling late-evening client calls, weekend family commitments, and the looming pressure of CIRO registration exams. Now you can choose the best study journey for your learning style, time commitment, and experience.

Since 1999, Gobeil & Associates has provided study packages for more than 20,000 successful candidates for The Canadian Certified Financial Planner® Examination. This expertise is being applied in developing study packages for the Canadian Investment Regulatory Exam and The Retail Securities Exam.

The Study Packages for these two Exams are now available.

The Canadian Investment Regulatory Exam measures foundational knowledge of the CIRO Investment Dealer and Partially Consolidated Rules that entry-level dealing representatives must demonstrate to register under CIRO’s assessment-centric proficiency model.

The Retail Securities Exam measures the foundational knowledge, practical skills and professional behaviors that entry-level dealing representatives must demonstrate to register under CIRO’s assessment-centric proficiency model.

For further information on our CIRO Exam Study Packages, visit https://cirostudyaids.ca/

David R. Gobeil, MSc, CPA, CA, CFP®

CIRO - Study Package Details Canadian Investment Regulatory Exam Retail Securities Exam Institutional Securities Exam CIRO Exam Study Packages How to write the CIRO exams ...

https://www.gobeilstudy.ca/blog/89100-how-to-study-for-the-cfp-exam-in-canada

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See Why Gobeil Study Packages are the Best for Writing Your CFP Exam in Canada You will find that preparing for the Certified Financial Planner®️ (CFP) exam in Canada is no easy task. As an aspiring financial planner, you nee...

Studying 📚 for the CFP exam? Check out the 5 tips and tricks for studying for the exam. https://linktr.ee/gobeils

We have been quiet on social media these past few months. We have been working on updating the software, the Mac versions of the PFP Manual and now the new Writing Techniques course.

And did you know you can now write the CFP exam at one of 3 different exam sessions yearly?

Looking forward to sharing new information with you shortly.

In the meantime please check our website for the newest version of the software at

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