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”.

Hours of study: 50 – 65 Hours

Enrolment Period: 1 Year

What is the PDO exam weighting?

Exam Topics Weightings
The Role of the Executive and Canada’s Regulatory Environment 6%
Industry Business Models 18%
The Distribution of Securities 8%
Ethical Decisions and Corporate Governance 12%
Senior Officer and Director Liability 16%
Risk Management in the Securities Industry 12%
Managing Risk in the Financial Sector 12%
Financial Compliance and the Consequences of Noncompliance 16%

What is the PDO 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 Questions
Attempts Allowed Per Exam 3
Passing Grade 60%
Assignments None

What Continuing Education (CE) credits will you earn?

CFP Practice Management30
ADVOCIS Structured Learning CE30
CIM Professional development40
PFP Compliance10
PFP Professional development30
CIM Compliance10
CIWM Compliance10
CIWM Professional development15
QAFP Practice Management30
CSF Compliance 10
CSF Mutual Funds10
CIRO-ID Compliance10
CIRO-MF Business Conduct - Other8
CIRO-MF Professional Development20
CIRO-ID Professional Development20

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.