This is a reminder that the 2nd CE cycle for mutual fund representatives ends on November 30, 2025.

All registered mutual fund representatives are required to complete their CE credit requirements by this deadline in accordance with CIRO Rule 900.

Key Points:

  • Deadline: November 30, 2025
  • Requirements:
    • Total MF CE Credits required: 30
    • Business Conduct credits (including 2 Ethics): 8
    • Professional Development Credits: 20
    • Compliance Credits (through CIRO): 2

Action Required:

  • Please log into the CERTS system and confirm you have completed and recorded all required CE credits before the due date.
  • Ensure all certificates have been uploaded to your profile on CERTS.
  • Failure to obtain the required CE credits by November 30, 2025, may affect your registration status.

Assistance and Guidance:

  • If you have not yet earned your Compliance CE credits through CIRO, please make this a priority as these credits are uploaded by CIRO and may take several weeks to show on your CERTS profile.
  • If you are looking for specific credits, the Dynamic Funds – Education Zone is an excellent resource and allows you to search for course, webinars, etc. that provide specific MF CE credits

Thank you for your attention to this important matter.

If you have any questions, please contact your Regional Compliance Officer.