Canadian RI Training

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The Canadian RI Fundamentals course is for Advisors, Investment Specialists, and individual investors who want to enhance their knowledge of responsible investment (RI). It provides learners with practical knowledge of Canada’s RI marketplace. The course equips investment professionals with the knowledge they need to discuss environmental, social and governance (ESG) issues with Canadian retail clients, and the tools to offer advice about retail RI products in Canada.

Course Format

Canadian RI Fundamentals is a completely self-paced, online course – you decide when you start and when you finish. The course can typically be completed within 5 to 10 hours.  After enrolling, you have unlimited access to this course until you complete it.

The course contains seven modules:  

  • Introduction to Responsible Investment (RI)
  • RI Strategies
  • RI in Action
  • RI Funds
  • RI Trends
  • RI and Performance
  • Integrating RI Into Your Practice 

Once you have studied the material, you will take a multiple choice exam composed of 40 questions. You must score a minimum of 75% to pass the course. The course content provides an overview of the Canadian responsible investment marketplace; it does not require you to perform calculations, nor does it require advanced training in financial analysis. The course is suitable for anyone who is interested in learning more about responsible investment in Canada.

CE Credits

The course is eligible for the following CE credits:

  • 5 IIROC CE credit hours
  • 5 IAFE (Advocis) CE credit hours
  • 5 FPSC CE credit hours 
  • 5 CSF PDU credit hours
Earn a Financial Designation

RIS Wall Certificate TemplateInvestment professionals who successfully complete the Canadian RI Fundamentals course are eligible to receive the Responsible Investment Specialist (RIS) designation. Recipients receive a wall certificate, listing on the RIA website, and the right to use the RIS logo and designation behind their names. Learn more about the RIS and our other financial designations here


RIA Members receive a discount on the Canadian RI Fundamentals course. Group discounts are also available. Pricing is as follows: 

  • $450 each for Non-Members 
  • $350 each for RIA Members
  • $300 each for RIA Members (Group Rate 10+)
  • $250 each for RIA Members (Group Rate 25+)
  • $200 each for RIA Members (Group Rate 50+)

RIA Members require a coupon code to receive their discounted rate. To receive the coupon code or ask about group rates, please send an email to [email protected].  

Register for Canadian RI Fundamentals Inscrivez-vous au cours Fondements de l’IR canadien


The following organizations have trained their investment teams with the Canadian RI Fundamentals course: 

Kindred Credit Union
Assiniboine Credit Union


Our Sustaining Members

Addenda Capital
Thomson Reuters

IA Clarington

Associate Members

Duca Credit Union
CIBC Mellon
FTSE Russell
Libro Credit Union
First Calgary Financial
State Street Global Advisors
Mackie Research
Investors Group
Mackenzie Investments
HighView Financial Group
CI Investments
Russell Investments
TD Bank Group
Franklin Templeton
Leede Jones Gable Inc.
Jarislowsky Fraser
The CUMIS Group
The Co-operators
Connor, Clark & Lunn Private Capital
CIBC Wood Gundy
Vigeo Eiris
BMO Global Asset Management
Aequitas NEO Exchange Inc.
Fiera Capital
Encasa Financial
Bullion Management Group Inc.
Global Alpha Capital Management
Vancity Credit Union
Servus Credit Union
Groupe Investissement Responsable
Guardian Ethical Management
ClearBridge Investments
La Caisse d’économie solidaire Desjardins
Assiniboine Credit Union
Amundi Asset Management
Alterna Savings
Kindred Credit Union
Phillips, Hager & North Investment Management

Supporting Members

Stewart Investors
Greenchip Financial
RE Royalties
Purpose Capital
Evolve ETFs
Etho Capital
Starboard Wealth Planners
The Smallwood Harvey Financial Group
Cash Management Group | Canaccord Genuity
The Wooding Group
Blue Heron Advisory Group