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BCO Study Plan (30 / 60 / 90 Days)

A practical BCO study plan you can follow: 30-day intensive, 60-day balanced, and 90-day part-time schedules aligned to official topic weightings and a repeatable syllabus → practice loop.

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BCO prep works best when you train branch supervisor habits:

  • spot what’s missing (KYC, disclosure, evidence, approvals)
  • choose the first correct step (hold, request, document, escalate)
  • explain why the alternative options increase compliance risk

How long should you study?

CSI estimates 35 – 45 hours of study for BCO. A practical conversion:

Hours per weekTimeline
10–12 hrs/wk~30 days (intensive)
5–7 hrs/wk~60 days (balanced)
3–5 hrs/wk~90 days (part-time)

Source: https://www.csi.ca/en/learning/courses/bco/exam-credits

30-Day Intensive Plan (4 weeks)

WeekFocusWhat to do
1Role + regulation + registration (Ch. 1–3)Build escalation map; drill regulatory vocabulary and registration checks; start glossary.
2Account opening (Ch. 4)Master forms + KYC completeness + update triggers; do daily short quizzes.
3Disclosure + suitability (Ch. 5–6)Focus here (largest weighting): evidence, Fund Facts delivery, suitability rationale, leverage red flags.
4Performance + complaints + supervision/controls (Ch. 7–10)Drill performance comms + complaint workflow; build branch checklist; finish with timed mixed sets.

60-Day Balanced Plan (8 weeks)

WeeksChapters / topicsWhat to do
1Ch. 1–2BCO role + branch workflow; regulators, standards of conduct, AML/telemarketing cues.
2Ch. 3Registration process + restrictions; build your monitoring dashboard list.
3–4Ch. 4Account opening forms, KYC completeness, AML/FATCA/POA, update triggers; one timed set/week.
5–6Ch. 5–6Disclosure evidence + suitability (including leverage); drill scenarios daily.
7Ch. 7–8Performance comms + complaint handling; build “first action” rules.
8Ch. 9–10 + reviewSupervision + control systems; final mixed set and fix weak areas.

90-Day Part-Time Plan (12 weeks)

WeeksChapters / topicsWhat to do
1Ch. 1Role, branch structure, head office relationship, training documentation.
2Ch. 2Regulation + AML + conduct standards + DNCL.
3Ch. 3Registration requirements and monitoring.
4–5Ch. 4Account opening + KYC completeness and updates.
6–7Ch. 5Disclosure workflow + evidence retention.
8–9Ch. 6Suitability + leverage supervision; write “defensible rationale” templates.
10Ch. 7Performance evaluation + communications pitfalls.
11Ch. 8Complaints workflow and escalation.
12Ch. 9–10 + reviewSales practice supervision + control systems; two mixed sets and close gaps.

How to integrate the Mastery Securities app

  • Use Syllabus topic buttons to open targeted drills.
  • Keep a miss log with three fields: cue, rule/theme, first correct action.
  • Once a week, do a timed mixed set and review until you can justify the best answer in one sentence.

✅ Next: open the Syllabus and begin Topic 1.

Sources: https://www.csi.ca/en/learning/courses/bco/curriculum and https://www.csi.ca/en/learning/courses/bco/exam-credits

Overview
Syllabus