9 Cheat Sheets
CIRE Blueprint · 2026
CIRE Element Cheat Sheets
One single-page cheat sheet per CIRE blueprint element. Each one follows the same format: numbered sections, the CIRO rule citations Fitch tests, exam traps with their fixes, and a memory-hooks strip for last-minute drilling. Print, share, and walk into Fitch Learning ready.
The Canadian Regulatory Environment
CIRO formed in 2023 from the merger of IIROC and the MFDA. The CIRE tests how CIRO interacts with the provincial securities commissions, CIPF, and the registration framework under NI 31-103. The rule …
Ethics, Conduct, and Standards
CIRO Rule 3100 is the standards-of-conduct rule that drives most ethics questions on the CIRE. Expect scenario-based questions applying the rule to a specific fact pattern. Memorize the rule structure…
Client Account Management
The largest single element on the CIRE. Covers the full lifecycle of a client account under CIRO Rule 3401 (KYC), the modernized suitability framework, account documentation (Rule 3700 trade confirmat…
The Canadian Capital Markets
The structure of Canadian securities markets — TSX, TSXV, Cboe, Nasdaq Canada, ATSs — and how order handling, best execution, and the Order Protection Rule work in a fragmented marketplace. T+1 settle…
Economic Concepts
The smallest of the foundational elements by mark count. Covers GDP measurement, business cycle, monetary and fiscal policy, the Bank of Canada's role, interest-rate transmission, and the basics of FX…
Investment Vehicles
Covers the legal and operational structures Canadians use to hold investments — taxable accounts, registered accounts (RRSP, TFSA, RRIF, RESP, RDSP, FHSA), trusts, segregated funds, and the basic stru…
Investment Products
The largest product-focused element on the CIRE. Covers equities (common, preferred, rights, warrants), fixed income (government, corporate, money market), pooled vehicles (mutual funds, ETFs, segrega…
Portfolio Management Fundamentals
The IPS, asset allocation framework, risk-return tradeoff, modern portfolio theory at a conceptual level, and the construction of portfolios for retail clients. Not as deep as a CFA Level 2 PM section…
Managing Risk
The smallest element on the CIRE by mark count, but tested every sitting. Covers risk categories (market, credit, liquidity, operational, regulatory, reputational), basic risk measures, and the risk-m…