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Canadian RI Fundamentals

For Advisors, Investment Specialists, and Individual Investors

This course provides investment professionals with a working knowledge of Canada's responsible investment marketplace. Responsible investment (RI) refers to the incorporation of environmental, social and governance factors (ESG) into the selection and management of investments.

A growing body of evidence shows that incorporating ESG factors into the investment process can reduce risk and enhance long-term financial returns. As a result, demand for responsible investment is growing at a rapid pace.

This course will provide you with the knowledge you need to talk about responsible investment with your clients, and enable you to offer advice about responsible investment products and services in Canada.

The course is administered by the Responsible Investment Association and is eligible for five CE credit hours from IIROC, IAFE, FPSC and 5 PDU credit hours from CSF and IQPF.


Course Curriculum


  Introduction
Available in days
days after you enroll

Frequently Asked Questions


How long does the course take?

The course can typically be completed in within 5 to 10 hours.

When does the course start and finish?
The course is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
After enrolling, you have unlimited access to this course until you complete it.
I lack financial expertise. Will I be able to succeed in the course?
This course provides an overview of the Canadian responsible investment marketplace. It does not require you to perform any calculations, nor does it require advanced financial training. The course is appropriate for anyone who is interested in learning more about responsible investment in Canada.
Is the Canadian RI Fundamentals course eligible for CE credits?
Yes, the course is eligible for five CE credits from IIROC, IAFE (Advocis), FPSC and 5 PDU credit hours from CSF and IQPF

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