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: Managed Account Trends and Regulatory Considerations

  • Explain the growth of discretionary management and understand the key differences between Managed and Discretionary Accounts.

Lesson 2: Rules and Procedures for Operating and Supervising a Managed Account

  • Describe the obligations that have been established by CIRO and what expectations are placed on supervisors.

Lesson 3: Fiduciary Duty and Discretionary Authority

  • Define fiduciary duty and understand how it applies to CIRO registrants.