Smarten Up Institute Certificates and Designations - Letters Matter

SUI Certificates

Smarten Up Institute offers three levels of certification in varying fields of study in the financial industry. An explanation of our academic designations follows. For information on course content and schedules please visit the SUI Courses section of this website. 

Smart Certificate®
Smart Specialist Certificate®
Professional Certificate®
 
The full list of Academic Designations and eligible courses for each Designation are avaiable here. 

Smart Certificate

Students will receive a Smart Certificate upon:

  • successful completion of any one (1) course within a general category 
  • confirmed attendance of any six (6) Smart Talk® events

How to qualify:

  • complete the SUI course within 1 year
  • receive a passing grade of 60% for classroom, 75% for on-line
  • for instructor-led courses, students must attend at least 80% of the sessions and complete the course within 1 year
  • for Smart Talk®, students must confirm attendance at any six (6) events within 1 calendar year  

Smart Specialist Certificate 

Students will receive the Smart Specialist Certificate:

  • in recognition of category expertise upon completion of 72 hours of course work including requisite courses within a general category

How to qualify:

  • complete 72 hours of course work within a general category within 3 years
  • receive a passing grade of 60% in all classroom courses and 75% for on-line 
  • for instructor-led courses, students must attend at least 80% of the sessions  
Example:  A Smart Specialist Certificate in Exchange Trade Funds (Certified ETF Specialist - CETFS) is received upon successful completion of the following requisite courses as per the qualifying terms above:
  • Advanced ETFs
  • Science of ETFs
  • Leveraged ETFs in Canada - Trading and Risk Strategies

and any classroom or on-line optional courses to complete the 72 hours of course work requirement. The Specialist Certification is valid for 3 years. 36 hours of Continuing Education within a 3 year cycle is required to maintain the designation in good standing.


The full list of Academic Designations and eligible courses for each Designation are available here. 


Smart Professional Certificate

Students will receive the highly regarded Smarten Up Institute Smart Mentor Professional Certificate (SMPC) upon successful completion of the Smart Mentor Program

How to Qualify: 
  • complete the Smart Mentor program within 1 year
  • you must attend at least 80% of the sessions
  • you must receive a passing grade of 70% and successfully participate in a practicum panel review 
Applicants will undergo an intensive interview process conducted by SUI to determine the specific program for their dedicated year of study.


For more details on Smarten Up Institute designations, please contact us at (604) 608-6186 or email us at info@smartenupinstitute.com

The full list of Academic Designations and eligible courses for each Designation are avaiable here. 

Information on all certificates as reviewed by IIROC are listed on the IIROC website.
Once landed on the IIROC page, you must choose the Smart Certificate, the Smart Specialist Certificate or the Smart Professional Certificate on the drop down box and the details of the Certificate will be displayed.

EXAMPLE

  
 
 
Click here to view all records
 
Smart Certificate®
Certification Smart Certificate®
Acronym None
Issuing Organization Smarten Up Institute
Certification Status Currently offered and recognized by the issuing organization
Prerequisites/ Experience Required None
Educational Requirements Students receive a Smart Certificate™ upon successful completion of any one (1) course within a general category and confirmed attendance of any six (6) Smart Talk® events
Exam Type Classroom: a combination of Multiple Choice, True/False, and Applied Concept questions.

On Line: Multiple Choice and True/False

Continuing Education No
Investor Complaint Process No
Public Disciplinary Process No
Check Professional’s Status Online No