Canadian RI Fundamentals

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 market. 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.

On completion this course is eligible for 5 CE credit hours from FPSC, IIROC, and IAFE (“The Institute”), as well as 5 PDUs from the CSF and IQPF.

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 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.

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.

Get RI Certified!

Investment professionals who successfully complete the Canadian RI Fundamentals course are eligible to receive the Responsible Investment Specialist (RIS) designation. This course can also be combined with Concordia University’s SIPC program to earn a Responsible Investment Advisor Certification (RIAC) or Responsible Investment Professional Certificate (RIPC). Certification recipients receive listing in the RIA newsletter, a verifiable digital badge that can be added to their email signature, website and LinkedIn profiles, and a print-ready PDF certificate. Learn More.

Pricing – CAD$450

  • RIA members receive a 20% discount on course fees. This special discount may not be combined with other promotional offers.
  • RIA Members can access their coupon code by contacting us at

Group Rates

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



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