A live, expert-led program that brings your whole institution up to speed on tokenization, settlement, and supervision, grounded in Canadian regulation and how your bank actually operates. Built by the team developing 4orm Finance.
Every week, a working expert teaches live and takes your institution's questions in real time. Here's what's on this week.
How Canadian regulators classify digital assets, and how to structure an offering to stay onside.
Led by Michael Stevens, Partner, Emerging Technology, Fasken · 60 min · Live + Q&A
Six modules built for Canadian banking and credit-union teams. Every session is run live by a working institutional educator, with real-time Q&A, and ends in a hands-on activity — the calculator, the sandbox, a compliance scenario, the architecture map. The same six modules cover the CEO frame, the CFO model, the CTO integration, the CCO compliance map, and a hands-on cohort for your team to run an asset end-to-end together.
What a token actually is, what it isn't, why the distinction matters.
Distinguish a tokenized deposit, a stablecoin, and a tokenized real-world asset. Know the difference between blockchain finality and settlement finality. Understand why compliance rules live inside the token itself.
The regulatory moment. The competitive cost of standing still. What Project Samara unlocked.
Map the Canadian regulatory landscape (BoC, CIRO, CSA, OSFI, FINTRAC) and the moves each is making. Frame the cost of waiting. See where Canadian peers are positioned and where the network advantage compounds.
Five drivers. Your numbers. The year-1 and year-5 trajectory.
Walk the five-driver savings model with your institution's actual volume, average value, cost of funds, and compliance loaded cost. Stress-test every assumption live. Print the committee brief at the end of the session.
And where it doesn't. ISO 20022 / REST / SFTP. Swappable custody. No core replacement.
See the bounded integration domain and the adapter inventory (cash, custody, ledger, KYC, banking rails). Know exactly what your core team has to build — which is almost nothing. Walk the supervisory feed integration in real time.
Six trade-time gates. Six regulators. One supervisory feed. Incident drill included.
Map every obligation (FINTRAC LCTR/EFTR, OSFI B-13, CSA trade reporting, CIRO custody) to a 4orm capability. Walk an actual incident through the < 72-hour response flow. Leave with the audit-ready compliance package.
Cross-functional cohort of 5–12 from your institution. Mixed roles. Working session.
Tokenize a real-world asset (GIC, bond, deposit). Execute the trade. Settle atomically. File the FINTRAC report from the canonical ledger. Watch the supervisory feed update in real time. Every participant touches the platform — nobody just watches.
Most institutional training today is PowerPoint plus a multiple-choice test plus a certificate. It does not produce capability and the teams know it. Every 4orm Academy module is run live by a working educator, opens a real Q&A channel back to the platform team, and ends with a hands-on activity that the participants run themselves. The certificate at the end is real because the activity at the end is real.
A predictable weekly rhythm your whole institution can plan around. Built with Canadian regulators, securities lawyers, capital-markets advisors, and bank compliance teams.
Michael Stevens · Fasken
Settlement specialist
Forensics & compliance lead
KCS research desk
Submit a real institutional question and get a real answer. The thing no course offers.
Tokenize an asset, run a compliance check, walk an AML scenario. Learn by doing.
Decades of research point the same way: people finish, retain, and apply far more when learning is live, social, and hands-on.
A shared timeline and a real group turn intentions into finished programs.
Hands-on practice is the strongest path to retention, up to ~90%.*
Adults learn best when it's relevant to their work and tied to your real context.
Spaced reinforcement and active recall: the most evidence-backed methods.
From the branch floor to the boardroom, your people describe digital assets, tokenization, and risk the same way.
An auditable training record per seat: the trail you can point regulators and auditors to.
Leadership leaves able to make build-vs-partner and risk-appetite calls with confidence.
Bank & FI staff, from branch frontline to the leadership table.
Tokenization issuers & operators getting compliant and bankable.
The people teaching are the same people building, regulating, and advising on this market in Canada. Not pre-recorded lectures, not generic instructors.
Partner, Emerging Technology
Fasken
Michael leads the Emerging Technology practice at Fasken, advising Canadian banks, issuers and infrastructure providers on the regulatory pathway for tokenized assets, digital securities, and the CSA exempt-market regime. He has worked through every meaningful Canadian precedent in the space, including the NFT-as-new-asset-class question. In Academy sessions he teaches the legal frame, walks through CSA structuring options, and takes live questions from your CAMLO, GC, and capital-markets desk.
Qualified Canadian trust co. operators
How Canadian custody actually works for tokenized real-world assets, the mechanics behind segregated accounts, attestation, and qualified-custodian eligibility.
AML, blockchain forensics, supervisory specialists
How supervisors actually see (and don't see) tokenized flows, what FINTRAC expects, how blockchain forensics is used in Canadian investigations.
Short, working-expert teaching plus open Q&A, the cadence that builds habit and completion. 2-3 sessions per week per module.
Each module ends in the 4orm sandbox: tokenize an asset, run a compliance check, walk an AML scenario. The thing the lectures point at, in your hands.
An auditable competency record per seat your compliance team can rely on. CE credits where applicable.*
Canadian banks, credit unions, and tokenization issuers / projects. Roles from compliance and risk to capital markets and leadership.
Live, with replays. Live sessions are the spine because that's what produces completion (85-95% vs 3-15% for video-only).
Yes, auditable per seat with CE credits where applicable. Designed so your compliance team can point regulators at it.
Yes. Built around CSA, OSFI, CIRO, FINTRAC, Bank of Canada, PCMLTFA and the Stablecoin Framework. Not warmed-over U.S. material.
Yes, for the institution track. Sessions adapt to your institution's size, risk appetite, and operating model, and Q&A is live.
Working experts (Michael Stevens / Fasken on legal, custody and supervisory specialists, the 4orm team on settlement) plus the KCS research desk for the weekly market briefing.
*CE credits where applicable. Stats on adult-learning completion are from established adult-learning research; specific course outcomes will vary by cohort and institution.
Get the curriculum, pricing, and the next live session calendar. We'll walk it through with you in 25 minutes.
Book an Academy walkthrough →The 4orm regulated control plane is the perimeter inside which your bank issues, trades, settles, custodies, and reports on tokenized real-world assets. The waitlist is how we line up early Canadian institutions for the first cohort of pilots.