This four-part program explores all aspects of brokerage operations. This program is offered through correspondence and requires a mentor at your brokerage.

There’s no exam to complete the CSIP program. Contact the IBAO when you have completed all the courses.

Complete 4 Modules

Format: Correspondence

Work at your own pace with the assistance of a mentor (manager or owner) from your brokerage. At the end of each module, you'll have multiple choice and short answer questions as review of the content. A certificate will be issued once IBAO has been notified by your mentor confirming that all modules and requirements have been completed.

$165 per module
$660 for all four modules

COVID-19 UPDATE: Exams remain paper based and are held at brokerages on designated dates/times. Students are required to obtain their own proctor and space in their brokerage for their exam. To ensure the safety of all involved, please ensure public health advisories are maintained—exams should be held in a space with sufficient social distancing between test takers and proctors, sanitization of the room should be completed prior to the exam and masks should be worn by all parties at all times. IBAO is unable to support requests for off-site exam locations at this time. For questions, please contact

Register online

Register by form

Download the registration form, fill out all necessary details including study format and method of payment, and return to



Facilitators: Brokerage Mentor
Materials: Included