CSI will be performing system maintenance on Saturday May 11th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

What is the course syllabus?

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Lesson 1: Overview of Know Your Product and Product Due Diligence

Topics covered in this chapter are:

  • Introduction
  • Setting the Scene
  • Regulatory Initiatives
  • Relationship between KYP, KYC, and Suitability
  • Managed and Structured Products
  • Summary
  • Reflective Questions – Responses

Lesson 2: Know Your Product and Product Due Diligence Requirements 

Topics covered in this chapter are:

  • Introduction
  • Firm and Individual KYP Requirements
  • Know Your Product
  • Asking the Right Questions
  • Summary
  • Reflective Questions – Responses

Lesson 3: Practical Considerations and Note Taking

Topics covered in this chapter are:

  • Introduction
  • Practical Considerations
  • Note Taking
  • Consequences of Noncompliance
  • Summary
  • Reflective Questions – Responses
  • Asking The Right Questions