DMTP
Dealer Member Training Program for CIRO Registrants
CIRO’s guidance on Dealer Member Training makes one thing clear: member firms are responsible for ensuring registrants are properly trained—not only at onboarding, but as roles evolve and regulatory expectations expand.
Learnedly’s Dealer Member Training Program (DMTP) was purpose-built to help firms meet that obligation with confidence.
Two Streams
DMTP:
Retail
Aligned to the Retail Registered Representative Competency Profile
Need a corporate solution?
Great! We offer progress and completion reporting, and the ability to create a customized version of our DMTP.
Send us a note and let’s work together to start your Dealer Member Training Program today:
hello@learnedly.com
DMTP:
Institutional
Aligned to the Institutional Registered Representative Competency Profile
Each program delivers comprehensive coverage of the applicable competency profile, while also incorporating regulatory training that firms are already expected to provide—but rarely find in one place.
What Makes Learnedly’s DMTP Different?
Learnedly’s DMTP goes deeper into the compliance topics. In addition to the full RR competency curriculum, DMTP includes comprehensive training on:
Anti-Money Laundering (AML)
Anti-Bribery and Corruption
Client Focused Reforms (KYC, KYP, Suitability, Conflicts of Interest, Vulnerable Clients)
Cybersecurity Awareness
Fraud Awareness
ESG Investment Fund Disclosure and Greenwashing
Ethics, gatekeeping, and market integrity
Insider Trading, Tipping, and Market Abuse
Privacy Legislation (PIPEDA and Québec)
This ensures registrants receive training that reflects how CIRO actually supervises firms—not how course catalogs are traditionally organized.
Solutions for Dealer Firms
Progress and completion reporting
Integrate dealer content for a seamless learning experience
Features:
Format: Online, on-demand
Content style: Video, text and interactive
Language: English (French forthcoming)
Enrollment period: 6 months
Price: $400