CIRO Institutional Securities Exam Study Plan

CIRO Institutional Securities Exam study plan on Mastery Exam Prep.

Use the topic map below to turn CIRO Institutional Securities Exam into a repeatable weekly process instead of a loose reading project.

30-day intensive track

  • Week 1: Managing institutional client relationships; Conflicts of interest and standards of conduct; Fixed income
  • Week 2: Equities; Securities analysis and investment theory
  • Week 3: Managed and other products; Execution and market integrity
  • Week 4: run mixed timed sets, review every miss, and re-drill the 2-3 topics that still produce hesitation.

60-day balanced track

  • Weeks 1-2: Managing institutional client relationships; Conflicts of interest and standards of conduct
  • Weeks 3-4: Fixed income; Equities
  • Weeks 5-6: Securities analysis and investment theory; Managed and other products
  • Weeks 7-8: Execution and market integrity

90-day part-time track

  • Weeks 1-2: Managing institutional client relationships; Conflicts of interest and standards of conduct
  • Weeks 3-4: Fixed income
  • Weeks 5-6: Equities
  • Weeks 7-8: Securities analysis and investment theory
  • Weeks 9-10: Managed and other products
  • Weeks 11-12: Execution and market integrity
  • Across the final two weeks: slow down, clean up note cards and rule sheets, then finish with timed mixed review rather than new content.

Final stretch

  • Run timed mixed sets in practice .
  • Review every miss and write a one-line rule: what controlled answer was better, and why?
  • Re-drill the weakest topic group instead of chasing random new questions.
  • Work toward roughly 90 seconds per question so timing pressure does not force bad decisions on exam day.