CSI will be performing maintenance on June 22nd from 7:00 PM to 12:00 AM EST. Exam scheduling will be unavailable. Existing exam bookings will not be impacted. Please do not submit support tickets for scheduling issues during this time.


The Branch Compliance Officer’s Course (BCO) is designed for individuals who supervise mutual funds sales representatives. It meets requirements under the CIRO rules for a branch manager. After completing the course, participants will have acquired the competencies to effectively manage and supervise all aspects of a financial institution’s mutual fund dealings within an operating branch.

What skills will you develop?

Course participants gain the skills and knowledge required to effectively manage and supervise an operating branch of a mutual fund dealer related to a financial institution, to coordinate and administer compliance requirements, and help them ensure that clients receive quality service and informed advice when considering the purchase or redemption of mutual funds.

Who should enrol?

Enrol in the BCO if you’re a financial services professional who wishes to meet the branch manager proficiency requirements in order to assume a supervisory compliance function of a financial institution mutual fund dealer.

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