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Partners, Directors and Senior Officers Course (PDO)


Prepare For a Leadership Position

Become a leader in your firm with the help of the Partners, Directors and Senior Officers Course (PDO). Designed to strengthen your understanding of procedures, rules and practices that are essential to managing an investment dealer, mutual fund dealer firm or exempt market dealer, portfolio manager, scholarship plan dealer, the PDO will prepare you to take your career to the next level. 

Advance Your Career

Newly-appointed executives (considered to be "mind and management") and Directors (on a Board or similar position) of an investment dealer are required to complete the Partners, Directors and Senior Officers Qualifying Examination in order for your appointment to be approved. The PDO is also one step towards meeting the securities commissions and MFDA requirements to become a chief compliance officer. 

Earn CE Credits

Fulfill 12 hrs of CE Compliance or 30 hrs of CE Professional Development 

Who Should Enrol

Enrol in the PDO if you:

  • Want to become a executive, partner, director, senior officer or compliance officer