Hours of study: 35 – 45 Hours
Enrolment Period: 1 Year
What is the BCO exam weighting?
| Exam Topics | Weightings |
|---|---|
| The Role of a Branch Compliance Officer | 6% |
| Mutual Funds Industry Regulation | 12% |
| Registration Requirements | 12% |
| Account Opening | 14% |
| Disclosure and Suitability Requirements | 24% |
| Mutual Funds Performance Evaluation | 8% |
| Dealing with Complaints | 6% |
| Sales Representatives Supervision and Control Systems | 18% |
What is the BCO exam structure?
| Structure | Information |
|---|---|
| Exams | 1 |
| Exam Format | Proctored (remote or in-person at a test centre) |
| Exam Duration | 2 hours |
| Question Format | Multiple Choice |
| Questions Per Exam | 80* |
| Attempts Allowed Per Exam | 3 |
| Passing Grade | 60% |
| Assignments | None |
* If you enrolled before July 5, 2023, your BCO exam will be 3 hours long and will consist of 90 questions.
What Continuing Education (CE) credits will you earn?
| Accreditation | Credits |
|---|---|
| CSF Mutual Funds | 10 |
| CSF Compliance | 10 |
| IPF SFPA | 2 |
| IPF SC | 5 |
| FSRA Life Insurance | 13 |
| ICS Life Insurance | 5 |
| AIC Life Insurance | 13 |
| ICBC Life Insurance | 13 |
| CIRO-MF Business Conduct - Other | 8 |
View CE credits for all CSI courses and all associations.
While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the chart may be subject to change.