🎯 CIRO Exam Prep — Outreach Package

To: Andrea Hazlewood, VP, Advisor Experience & Growth — andrea.hazlewood@richardsonwealth.com Subject: CIRO Exam Prep — Enterprise Beta Invitation for Richardson Wealth Dear Michael, I'm reaching out from Business Career College regarding a new exam readiness platform we've developed for CIRO's updated proficiency model. Richardson Wealth's reputation for empowering independent advisor teams — and your firm's continued growth across Canada — makes you exactly the kind of partner we had in mind when building this. **CIRO Exam Prep** is an adaptive, readiness-based preparation platform designed specifically for CIRO proficiency candidates and the firms that support them. Rather than tracking time spent or lessons completed, it measures demonstrated mastery and exam-aligned competency, giving firms clear signals of candidate readiness before exam day. **We're inviting 5–8 firms nationally to participate in an Enterprise Beta ahead of our March 2026 launch.** Beta participation includes: - Invite-only access for up to 5 CIRO candidates per firm - No cost during the beta period - Direct input into firm-facing oversight and reporting features - Priority onboarding at launch - Locked-in 25% Enterprise pricing for participating firms I've put together a preview site with additional details: 🔗 **[BCC CIRO Exam Prep Beta](https://bcc-ciroexamprep.pages.dev)** Password: **bcc2026** Business Career College has supported regulated licensing pathways for over 25 years. Our refreshed LLQP program launched in July with outstanding outcomes — 96% of learners would recommend it, and 9 in 10 feel more prepared for their provincial exam. Given Richardson Wealth's focus on Advisor Growth and Experience, I believe the firm-facing oversight tools — real-time readiness dashboards and candidate progress tracking — would be particularly valuable for your team. Would a brief 15-minute call make sense to explore whether Richardson Wealth would be a good fit for the beta? I'm available this week or next at your convenience. Warm regards, **Nick Palmieri** Chief Growth Officer Business Career College | We Know Training nick.palmieri@wkt.ca 1 (877) 934-5577

To: Jenni McIsaac, Chief Experience Officer — jmcisaac@canaccordgenuity.com Subject: CIRO Exam Prep — Enterprise Beta Invitation for Canaccord Genuity Dear Neal, Congratulations on your appointment as CCO for Canaccord Genuity's Canadian operations — an exciting time to be shaping compliance strategy at one of Canada's leading independent wealth management firms. I'm reaching out from Business Career College about a new exam readiness platform we've built for CIRO's updated proficiency model. **CIRO Exam Prep** is an adaptive, readiness-based preparation platform designed specifically for CIRO proficiency candidates and the firms that support them. Rather than tracking time or lesson completion, it measures demonstrated mastery and exam-aligned competency — giving compliance teams clear signals of candidate readiness before exam day. With 800+ advisors across Canada and a global footprint spanning 47 cities, Canaccord Genuity's onboarding volume makes standardized, measurable exam preparation particularly impactful. **We're inviting 5–8 firms nationally to participate in an Enterprise Beta ahead of our March 2026 launch.** Beta participation includes: - Invite-only access for up to 5 CIRO candidates per firm - No cost during the beta period - Direct input into firm-facing oversight and reporting features - Priority onboarding at launch - Locked-in 25% Enterprise pricing for participating firms Preview the platform here: 🔗 **[BCC CIRO Exam Prep Beta](https://bcc-ciroexamprep.pages.dev)** Password: **bcc2026** Business Career College has supported regulated licensing pathways for over 25 years. Our refreshed LLQP program launched in July with outstanding outcomes — 96% of learners would recommend it, and 9 in 10 feel more prepared for their provincial exam. Would a brief 15-minute call make sense to explore whether this fits Canaccord Genuity's needs? I'm available at your convenience. Warm regards, **Nick Palmieri** Chief Growth Officer Business Career College | We Know Training nick.palmieri@wkt.ca 1 (877) 934-5577

To: Andrea Linger, VP, Practice Management — andrea.linger@raymondjames.ca Subject: CIRO Exam Prep — Enterprise Beta Invitation for Raymond James Ltd. Dear Jason, I'm reaching out from Business Career College regarding a new exam readiness platform we've built for CIRO's updated proficiency model. Raymond James Ltd.'s investment in advisor training and development — including your Women Canadian Advisors Network and structured onboarding programs — tells me your firm takes professional development seriously. That's exactly the kind of partner we're looking for. **CIRO Exam Prep** is an adaptive, readiness-based preparation platform designed specifically for CIRO proficiency candidates and the firms that support them. It measures demonstrated mastery and exam-aligned competency, giving compliance teams clear signals of candidate readiness before exam day — not just hours logged. **We're inviting 5–8 firms nationally to participate in an Enterprise Beta ahead of our March 2026 launch.** Beta participation includes: - Invite-only access for up to 5 CIRO candidates per firm - No cost during the beta period - Direct input into firm-facing oversight and reporting features - Priority onboarding at launch - Locked-in 25% Enterprise pricing for participating firms Preview the platform here: 🔗 **[BCC CIRO Exam Prep Beta](https://bcc-ciroexamprep.pages.dev)** Password: **bcc2026** Business Career College has supported regulated licensing pathways for over 25 years. Our refreshed LLQP program launched in July with outstanding outcomes — 96% of learners would recommend it, and 9 in 10 feel more prepared for their provincial exam. I'd welcome a brief 15-minute conversation to discuss whether Raymond James Ltd. would be a good fit for the beta. Would you have availability this week or next? Warm regards, **Nick Palmieri** Chief Growth Officer Business Career College | We Know Training nick.palmieri@wkt.ca 1 (877) 934-5577

To: Julie Seberras, Head, Practice Management — julie.seberras@manulife.ca Subject: CIRO Exam Prep — Enterprise Beta Invitation for Manulife Wealth *Note: Identify the right contact — likely VP, Practice Management or Director, Advisor Development within Manulife Wealth. The regional Managing Directors (e.g., Mary Helen Morra for Ontario/Atlantic) may also be a good entry point.*

To: Liz Lepore, VP, Advisor & Client Experience — liz.lepore@iaprivatewealth.ca Subject: CIRO Exam Prep — Enterprise Beta Invitation for iA Private Wealth Dear Liz, I'm reaching out from Business Career College regarding a new exam readiness platform we've developed for CIRO's updated proficiency model. iA Private Wealth's commitment to being "invested in you" — and your role leading Advisor & Client Experience — tells me you understand the difference that exceptional onboarding and development tools make for your 475+ advisory teams. **CIRO Exam Prep** is an adaptive, readiness-based preparation platform designed specifically for CIRO proficiency candidates and the firms that support them. It measures demonstrated mastery and exam-aligned competency — giving firms clear signals of candidate readiness before exam day, not just hours logged. **We're inviting 5–8 firms nationally to participate in an Enterprise Beta ahead of our March 2026 launch.** Beta participation includes: - Invite-only access for up to 5 CIRO candidates per firm - No cost during the beta period - Direct input into firm-facing oversight and reporting features - Priority onboarding at launch - Locked-in 25% Enterprise pricing for participating firms Preview the platform here: 🔗 **[BCC CIRO Exam Prep Beta](https://bcc-ciroexamprep.pages.dev)** Password: **bcc2026** Business Career College has supported regulated licensing pathways for over 25 years. Our refreshed LLQP program launched in July with outstanding outcomes — 96% of learners would recommend it, and 9 in 10 feel more prepared for their provincial exam. With $73 billion in assets under administration and the backing of iA Financial Group, the scale of iA Private Wealth's operations means even a modest improvement in candidate pass rates translates into significant time and cost savings. Would a brief 15-minute call make sense to explore the fit? I'm available at your convenience. Warm regards, **Nick Palmieri** Chief Growth Officer Business Career College | We Know Training nick.palmieri@wkt.ca 1 (877) 934-5577

To: Danny Popescu, CEO — dpopescu@harbourfrontwealth.com Subject: CIRO Exam Prep — Enterprise Beta Invitation for Harbourfront Wealth Dear Wade, I'm reaching out from Business Career College regarding a new exam readiness platform we've developed for CIRO's updated proficiency model. Harbourfront's rapid growth and reputation for carefully selecting advisors based on high standards of excellence make proficiency preparation especially important — you want to ensure every new candidate meets the same standard your clients expect. **CIRO Exam Prep** is an adaptive, readiness-based preparation platform that measures demonstrated mastery and exam-aligned competency, giving compliance teams clear signals of candidate readiness before exam day. **We're inviting 5–8 firms nationally to participate in an Enterprise Beta ahead of our March 2026 launch.** Beta participation includes: - Invite-only access for up to 5 CIRO candidates per firm - No cost during the beta period - Direct input into firm-facing oversight and reporting features - Priority onboarding at launch - Locked-in 25% Enterprise pricing for participating firms Preview the platform here: 🔗 **[BCC CIRO Exam Prep Beta](https://bcc-ciroexamprep.pages.dev)** Password: **bcc2026** Business Career College has supported regulated licensing pathways for over 25 years. Our refreshed LLQP program launched in July — 96% of learners would recommend it, and 9 in 10 feel more prepared for their provincial exam. Would a brief 15-minute call make sense? I'd be happy to walk you through the platform and discuss how it could support Harbourfront's onboarding process. Warm regards, **Nick Palmieri** Chief Growth Officer Business Career College | We Know Training nick.palmieri@wkt.ca 1 (877) 934-5577

To: Joady Guyot, VP, Advisor Engagement — joady.guyot@cifinancial.com Subject: CIRO Exam Prep — Enterprise Beta Invitation for CI Assante Dear Joady, I'm reaching out from Business Career College regarding a new exam readiness platform we've developed for CIRO's updated proficiency model. Your role leading advisor training content and new hire development at CI Assante — including AT360 and your business coaching programs — tells me you're deeply invested in the quality of advisor preparation. That's exactly the kind of perspective we want shaping our Enterprise Beta. **CIRO Exam Prep** is an adaptive, readiness-based preparation platform designed specifically for CIRO proficiency candidates and the firms that support them. It measures demonstrated mastery and exam-aligned competency, giving your team clear signals of candidate readiness before exam day — moving beyond hours logged to actual preparedness. **We're inviting 5–8 firms nationally to participate in an Enterprise Beta ahead of our March 2026 launch.** Beta participation includes: - Invite-only access for up to 5 CIRO candidates per firm - No cost during the beta period - Direct input into firm-facing oversight and reporting features - Priority onboarding at launch - Locked-in 25% Enterprise pricing for participating firms Preview the platform here: 🔗 **[BCC CIRO Exam Prep Beta](https://bcc-ciroexamprep.pages.dev)** Password: **bcc2026** Business Career College has supported regulated licensing pathways for over 25 years. Our refreshed LLQP program launched in July with outstanding outcomes — 96% of learners would recommend it, and 9 in 10 feel more prepared for their provincial exam. I imagine the readiness dashboards and progress tracking would complement your existing advisor engagement programs well. Would a brief 15-minute call make sense to explore the fit? Warm regards, **Nick Palmieri** Chief Growth Officer Business Career College | We Know Training nick.palmieri@wkt.ca 1 (877) 934-5577

To: Dany Bélanger, Regional Advisor Experience Mgr — dany.belanger@peakgroup.com Subject: CIRO Exam Prep — Invitation bêta entreprise pour le Groupe financier PEAK Dear Robert, I'm reaching out from Business Career College regarding a new exam readiness platform we've developed for CIRO's updated proficiency model. As Canada's largest fully independent multidisciplinary dealer — with 1,500+ advisors coast to coast — PEAK Financial Group has a significant onboarding pipeline that could benefit from a modern, measurable approach to CIRO exam preparation. **CIRO Exam Prep** is an adaptive, readiness-based preparation platform designed specifically for CIRO proficiency candidates and the firms that support them. It measures demonstrated mastery and exam-aligned competency, giving firms clear signals of candidate readiness before exam day. **We're inviting 5–8 firms nationally to participate in an Enterprise Beta ahead of our March 2026 launch.** Beta participation includes: - Invite-only access for up to 5 CIRO candidates per firm - No cost during the beta period - Direct input into firm-facing oversight and reporting features - Priority onboarding at launch - Locked-in 25% Enterprise pricing for participating firms Preview the platform here: 🔗 **[BCC CIRO Exam Prep Beta](https://bcc-ciroexamprep.pages.dev)** Password: **bcc2026** Business Career College has supported regulated licensing pathways for over 25 years. Our refreshed LLQP program launched in July — 96% of learners would recommend it, and 9 in 10 feel more prepared for their provincial exam. I'd welcome a brief 15-minute conversation to explore whether PEAK would be a good fit for the beta. Would you have availability this week or next? *(N'hésitez pas à répondre en français si vous préférez — nous serions heureux de poursuivre la conversation dans la langue de votre choix.)* Warm regards, **Nick Palmieri** Chief Growth Officer Business Career College | We Know Training nick.palmieri@wkt.ca 1 (877) 934-5577

To: Nicholas Setacci, Director, L&D — nicholas.setacci@aviso.ca Subject: CIRO Exam Prep — Enterprise Beta Invitation for Aviso Wealth Dear Nicholas, I'm reaching out from Business Career College regarding a new exam readiness platform we've developed for CIRO's updated proficiency model. Your role leading Learning & Development at Aviso Wealth — with a focus on increasing time to proficiency and developing wealth management capabilities — makes you exactly the right person for this conversation. **CIRO Exam Prep** is an adaptive, readiness-based preparation platform designed specifically for CIRO proficiency candidates and the firms that support them. It measures demonstrated mastery and exam-aligned competency, giving L&D teams clear signals of candidate readiness before exam day. This directly supports your goal of reducing time to proficiency for new advisors. **We're inviting 5–8 firms nationally to participate in an Enterprise Beta ahead of our March 2026 launch.** Beta participation includes: - Invite-only access for up to 5 CIRO candidates per firm - No cost during the beta period - Direct input into firm-facing oversight and reporting features - Priority onboarding at launch - Locked-in 25% Enterprise pricing for participating firms Preview the platform here: 🔗 **[BCC CIRO Exam Prep Beta](https://bcc-ciroexamprep.pages.dev)** Password: **bcc2026** Business Career College has supported regulated licensing pathways for over 25 years. Our refreshed LLQP program launched in July with outstanding outcomes — 96% of learners would recommend it, and 9 in 10 feel more prepared for their provincial exam. I'd love to explore how CIRO Exam Prep could integrate with your existing L&D programs at Aviso. Would a brief 15-minute call make sense? Warm regards, **Nick Palmieri** Chief Growth Officer Business Career College | We Know Training nick.palmieri@wkt.ca 1 (877) 934-5577

To: Steph Condra, EVP & Chief Experience Officer — scondra@wellington-altus.ca Subject: CIRO Exam Prep — Enterprise Beta Invitation for Wellington-Altus Dear Susan, Congratulations on your recent appointment as CCO at Wellington-Altus — it's clear the firm is building strong compliance leadership to match its exceptional growth trajectory. I'm reaching out from Business Career College regarding a new exam readiness platform we've developed for CIRO's updated proficiency model. Wellington-Altus has been a vocal advocate for thoughtful regulatory approaches — your firm's submission on CIRO's investor protection and directed commission model proposals demonstrates a real commitment to getting compliance right. We share that philosophy. **CIRO Exam Prep** is an adaptive, readiness-based preparation platform that measures demonstrated mastery and exam-aligned competency, giving compliance teams clear signals of candidate readiness before exam day — not just hours logged. **We're inviting 5–8 firms nationally to participate in an Enterprise Beta ahead of our March 2026 launch.** Beta participation includes: - Invite-only access for up to 5 CIRO candidates per firm - No cost during the beta period - Direct input into firm-facing oversight and reporting features - Priority onboarding at launch - Locked-in 25% Enterprise pricing for participating firms Preview the platform here: 🔗 **[BCC CIRO Exam Prep Beta](https://bcc-ciroexamprep.pages.dev)** Password: **bcc2026** Business Career College has supported regulated licensing pathways for over 25 years. Our refreshed LLQP program launched in July — 96% of learners would recommend it, and 9 in 10 feel more prepared for their provincial exam. Would a brief 15-minute call make sense to explore the fit? I'm available at your convenience. Warm regards, **Nick Palmieri** Chief Growth Officer Business Career College | We Know Training nick.palmieri@wkt.ca 1 (877) 934-5577

To: Frank Laferriere, SVP & COO — frank.laferriere@mandevilleinc.com Subject: CIRO Exam Prep — Enterprise Beta Invitation for Mandeville Private Client *Note: CCO name not publicly available. Consider calling firm directly at Burlington office or reaching out via LinkedIn to identify the right contact.*

To: Deborah McGrath, Chief Client Officer — dmcgrath@ventumfinancial.com Subject: CIRO Exam Prep — Enterprise Beta Invitation for Ventum Financial Dear Mark, I'm reaching out from Business Career College regarding a new exam readiness platform we've developed for CIRO's updated proficiency model. With Ventum's recent formation through the amalgamation of Echelon Wealth Partners and PI Financial — creating Canada's second-largest capital markets franchise outside the banks — the opportunity to standardize exam preparation across a larger, unified organization is significant. **CIRO Exam Prep** is an adaptive, readiness-based preparation platform that measures demonstrated mastery and exam-aligned competency, giving compliance teams clear signals of candidate readiness before exam day. **We're inviting 5–8 firms nationally to participate in an Enterprise Beta ahead of our March 2026 launch.** Beta participation includes: - Invite-only access for up to 5 CIRO candidates per firm - No cost during the beta period - Direct input into firm-facing oversight and reporting features - Priority onboarding at launch - Locked-in 25% Enterprise pricing for participating firms Preview: **[bcc-ciroexamprep.pages.dev](https://bcc-ciroexamprep.pages.dev)** | Password: **bcc2026** Business Career College has supported regulated licensing pathways for over 25 years — 96% of recent LLQP learners would recommend our programs, and 9 in 10 feel more prepared for their exam. Would a brief 15-minute call make sense to explore the fit? Warm regards, **Nick Palmieri** Chief Growth Officer Business Career College | We Know Training nick.palmieri@wkt.ca 1 (877) 934-5577

To: Barbara Pringle, SVP & CCO — bpringle@leedejonesgable.com Subject: CIRO Exam Prep — Enterprise Beta Invitation for Leede Jones Gable Dear Barbara, I'm reaching out from Business Career College regarding a new exam readiness platform we've developed for CIRO's updated proficiency model. As a national independent dealer with a strong legacy of impartial advice, Leede Jones Gable understands the importance of well-prepared professionals. CIRO's evolving proficiency requirements create an opportunity to give your candidates a measurable edge. **CIRO Exam Prep** is an adaptive, readiness-based platform that measures demonstrated mastery and exam-aligned competency — giving compliance teams clear signals of candidate readiness before exam day. **We're inviting 5–8 firms nationally to an Enterprise Beta ahead of our March 2026 launch:** - Up to 5 CIRO candidates per firm, no cost during beta - Direct input into firm-facing oversight features - Priority onboarding and locked-in 25% Enterprise pricing at launch Preview: **[bcc-ciroexamprep.pages.dev](https://bcc-ciroexamprep.pages.dev)** | Password: **bcc2026** Business Career College has supported regulated licensing pathways for over 25 years — 96% of recent LLQP learners would recommend our programs. Would a 15-minute call make sense? I'm available at your convenience. Warm regards, **Nick Palmieri** Chief Growth Officer Business Career College | We Know Training nick.palmieri@wkt.ca 1 (877) 934-5577

To: Mason Tang, COO & Head of Client Experience — mtang@alignedcapitalpartners.com Subject: CIRO Exam Prep — Enterprise Beta Invitation for Aligned Capital Partners Dear Mason, I'm reaching out from Business Career College regarding a new exam readiness platform we've developed for CIRO's updated proficiency model. Aligned Capital's commitment to "common-sense compliance" and your investments in digital education tools for advisors tell me ACPI is already thinking about modern approaches to advisor development. We'd love to be part of that. **CIRO Exam Prep** is an adaptive, readiness-based preparation platform that measures demonstrated mastery and exam-aligned competency — giving firms clear signals of candidate readiness before exam day. It's built with the same philosophy you apply at ACPI: solve real problems, build trust, and improve outcomes. **We're inviting 5–8 firms nationally to an Enterprise Beta ahead of our March 2026 launch:** - Up to 5 CIRO candidates per firm, no cost during beta - Direct input into firm-facing oversight and reporting features - Priority onboarding and locked-in 25% Enterprise pricing at launch Preview: **[bcc-ciroexamprep.pages.dev](https://bcc-ciroexamprep.pages.dev)** | Password: **bcc2026** Business Career College has supported regulated licensing pathways for over 25 years — 96% of recent LLQP learners would recommend our programs, and 9 in 10 feel more prepared for their provincial exam. Would a brief 15-minute call make sense? I'm available at your convenience. Warm regards, **Nick Palmieri** Chief Growth Officer Business Career College | We Know Training nick.palmieri@wkt.ca 1 (877) 934-5577

To: Gillian Kunza, CEO/CCO & Co-Founder — gkunza@designedwealthmanagement.ca Subject: CIRO Exam Prep — Enterprise Beta Invitation for Designed Securities Dear Gillian, I'm reaching out from Business Career College regarding a new exam readiness platform we've developed for CIRO's updated proficiency model. As someone who built Designed Securities from the ground up — and who wears both the CEO and CCO hats — you understand better than most the challenge of ensuring candidates meet the highest standards while running a growing firm. Your "client and advisor first" philosophy resonates with our approach. **CIRO Exam Prep** is an adaptive, readiness-based preparation platform that measures demonstrated mastery and exam-aligned competency — giving firms clear signals of candidate readiness before exam day, not just hours logged. **We're inviting 5–8 firms nationally to an Enterprise Beta ahead of our March 2026 launch:** - Up to 5 CIRO candidates per firm, no cost during beta - Direct input into firm-facing oversight and reporting features - Priority onboarding and locked-in 25% Enterprise pricing at launch Preview: **[bcc-ciroexamprep.pages.dev](https://bcc-ciroexamprep.pages.dev)** | Password: **bcc2026** Business Career College has supported regulated licensing pathways for over 25 years — 96% of recent LLQP learners would recommend our programs, and 9 in 10 feel more prepared for their provincial exam. For a firm like Designed Securities — newer, innovative, and committed to top-level technology — early access to a modern exam prep platform could be a real differentiator when attracting advisors. Would a brief 15-minute call make sense? I'd love to show you the platform. Warm regards, **Nick Palmieri** Chief Growth Officer Business Career College | We Know Training nick.palmieri@wkt.ca 1 (877) 934-5577