Prepare for Canadian securities licensing with blueprint-aligned study hubs for Canadian Securities Institute (CSI) programs. This vendor hub includes CSC Exam 1 & 2, CPH, BCO, CCO, IDSC, PDO, IFC, FP I & II, IMT Exam 1 & 2, AIS, PMT, WME Exam 1 & 2, WME-FP Exam 1 & 2, DFOL, and DFC, with more CSI-aligned coverage planned over time.
Mastery Exam Prep and Tokenizer Inc. are independent exam-prep providers and are not affiliated with, endorsed by, or sponsored by the Canadian Securities Institute (CSI), CIRO, or any regulator. “CSI” and “CSC” are trademarks of their respective owners. All other trademarks belong to their owners; use here is for identification only.
- AIS — Advanced Investment Strategies (Study Hub + Practice)
Prepare for CSI Advanced Investment Strategies (AIS) with a blueprint-aligned syllabus, comprehensive investment management cheat sheet (formulas + glossary), study plan, resources, and practice.
- BCO — Branch Compliance Officer’s Course (Study Hub + Practice)
Prepare for CSI Branch Compliance Officer’s Course (BCO) with official-weighted topics, a blueprint-aligned syllabus, compliance-focused cheat sheet (workflows + glossary), study plan, resources, and practice.
- CCO — Chief Compliance Officers Qualifying Examination (Study Hub + Practice)
Prepare for CSI Chief Compliance Officers Qualifying Examination (CCO) with official-weighted topics, a blueprint-aligned syllabus, a comprehensive compliance cheat sheet (workflows + glossary), study plan, resources, and practice.
- CPH — Conduct & Practices Handbook (Study Hub + Practice)
Prepare for the Conduct & Practices Handbook (CPH) with an official-weighted syllabus, compliance-focused cheat sheet (workflows + glossary), study plan, resources, and practice.
- CSC Exam 1 — Canadian Securities Course (Study Hub + Practice)
Prepare for the Canadian Securities Course (CSC) Exam 1 with a blueprint-aligned syllabus, comprehensive cheat sheet (formulas + glossary), study plan, resources, and exam-style practice.
- CSC Exam 2 — Canadian Securities Course (Study Hub + Practice)
Prepare for the Canadian Securities Course (CSC) Exam 2 with a blueprint-aligned syllabus, comprehensive cheat sheet (formulas + glossary), study plan, resources, and exam-style practice.
- DFC — Derivatives Fundamentals Course (Study Hub + Practice)
Prepare for CSI Derivatives Fundamentals Course (DFC®) with a blueprint-aligned syllabus, comprehensive derivatives cheat sheet (formulas + glossary), study plan, resources, and practice.
- DFOL — Derivatives Fundamentals (Study Hub + Practice)
Prepare for CSI Derivatives Fundamentals (DFOL) with a blueprint-aligned syllabus, comprehensive derivatives cheat sheet (formulas + glossary), study plan, resources, and practice.
- FP I — Financial Planning I (Study Hub + Practice)
Prepare for CSI Financial Planning I (FP I) with official weightings, a blueprint-aligned syllabus, comprehensive financial planning cheat sheet (formulas + glossary), study plan, resources, and practice.
- FP II — Financial Planning II (Study Hub + Practice)
Prepare for CSI Financial Planning II (FP II) with official weightings, a blueprint-aligned syllabus, comprehensive advanced planning cheat sheet (formulas + glossary), study plan, resources, and practice.
- IDSC — Investment Dealer Supervisors Course (Study Hub + Practice)
Prepare for CSI Investment Dealer Supervisors Course (IDSC): 75 multiple-choice questions in 2 hours, official-weighted syllabus, supervisor-focused cheatsheet, study plan, resources, and practice.
- IFC — Investment Funds in Canada (Study Hub + Practice)
Prepare for CSI Investment Funds in Canada (IFC) with a blueprint-aligned syllabus, comprehensive mutual funds cheat sheet (formulas + glossary), study plan, resources, and practice.
- IMT Exam 1 — Investment Management Techniques (Study Hub + Practice)
Prepare for CSI Investment Management Techniques (IMT) Exam 1 with a blueprint-aligned syllabus, comprehensive investment management cheat sheet (formulas + glossary), study plan, resources, and practice.
- IMT Exam 2 — Investment Management Techniques (Case-Based Study Hub + Practice)
Prepare for CSI Investment Management Techniques (IMT) Exam 2 with a vignette-style syllabus, case-focused cheat sheet (workflows + formulas + glossary), study plan, resources, and practice.
- PDO — Partners, Directors and Senior Officers (Study Hub + Practice)
Prepare for CSI Partners, Directors and Senior Officers (PDO) with official-weighted topics, a blueprint-aligned syllabus, executive-focused cheat sheet (workflows + glossary), study plan, resources, and practice.
- PMT — Portfolio Management Techniques (Study Hub + Practice)
Prepare for CSI Portfolio Management Techniques (PMT®) with official-weighted topics, a blueprint-aligned syllabus, comprehensive cheat sheet (formulas + glossary), study plan, resources, and practice.
- WME Exam 1 — Wealth Management Essentials (Study Hub + Practice)
Prepare for CSI WME Exam 1 (100 multiple-choice questions, 3 hours) with official-weighted topics, a blueprint-aligned syllabus, comprehensive cheat sheet (formulas + glossary), study plan, resources, and practice.
- WME Exam 2 — Wealth Management Essentials (Case-Based Study Hub + Practice)
Prepare for CSI WME Exam 2 (65 case-based multiple-choice questions, 3 hours) with official-weighted domains, a scenario-focused syllabus, comprehensive cheat sheet (formulas + glossary), study plan, resources, and practice.
- WME-FP Exam 1 — WME for Financial Planners (Study Hub + Practice)
Prepare for CSI WME-FP Exam 1 (60 multiple-choice questions, 1.5 hours) with official weightings, a blueprint-aligned syllabus, comprehensive cheat sheet (formulas + glossary), study plan, resources, and practice.
- WME-FP Exam 2 — WME for Financial Planners (Case-Based Study Hub + Practice)
Prepare for CSI WME-FP Exam 2 (65 case-based multiple-choice questions, 3 hours) with official weightings, a vignette-focused syllabus, comprehensive cheat sheet (formulas + glossary), study plan, resources, and practice.