Our Vision

We provide quality education to financial professionals
who serve the investing public.

To build a higher standard of education for financial professionals — ensuring investors are served by individuals with real knowledge, skill, and integrity.

At Smarten Up Institute (SUI), we believe Canadian investors deserve professionals who are not just compliant, but capable — ready to manage the increasing complexity of financial markets.

We are closing the gap between front, middle, and back offices, and training a new generation of leaders who understand risk, opportunity, and the real-world demands of the industry.

As markets change, SUI ensures individuals and firms are not just prepared — but positioned to lead.

Our Mission

• To raise the standard of expertise in Canada's financial industry. 
• To deliver practical, actionable knowledge professionals can apply immediately.
• To rebuild and advance critical skills lost through industry shifts and market cycles.
• To train the next generation of financial leaders.
• To ensure every investor is served by the best-educated professional — no matter their role.