Browse Exams — Mock Exams & Practice Tests

IDSC Study Plan (30 / 60 / 90 Days)

A practical IDSC 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.

On this page

IDSC prep works best when you train a supervisor habit:

  1. identify the risk theme
  2. choose the first correct action (document / escalate / restrict / remediate)
  3. state what evidence must be on file

How long should you study?

CSI estimates 60 – 75 hours of study for IDSC. A practical conversion:

Hours per week Timeline
15–19 hrs/wk ~30 days (intensive)
8–10 hrs/wk ~60 days (balanced)
5–7 hrs/wk ~90 days (part-time)

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

30-Day Intensive Plan (4 weeks)

Week Chapters / topics What to do
1 Ch. 1–3 (Supervision requirements + skills) Build your supervision structure map; drill “best next step” responses; start glossary.
2 Ch. 4–6, 8 (Rules, gatekeeper, risk management, conflicts/disclosures) Memorize escalation cues; practice conflict + communication scenarios; build risk-control table.
3 Ch. 7, 9 (Account opening + maintaining accounts) Master documentation quality and KYC/suitability review patterns; do daily short quizzes.
4 Ch. 10–12 (Trading supervision + complaints + regulators) Drill complex product supervision cues; practice complaint/investigation workflow; finish with timed mixed sets.

60-Day Balanced Plan (8 weeks)

Weeks Chapters / topics What to do
1 Ch. 1 Supervisor role, objectives, evidence discipline; write your “what to document” checklist.
2 Ch. 2–3 Supervision structures + skills; practice coaching and escalation decisions.
3 Ch. 4 Canadian regulatory framework + AML/ATF + liabilities (concepts); build escalation map.
4 Ch. 5–6 Gatekeeper obligations + risk management framework; one timed mixed set.
5 Ch. 7 Account opening + updating; focus on documentation gaps and vulnerable client cues.
6 Ch. 8–9 Conflicts/disclosures + maintaining accounts; practice trade review triggers and exception thinking.
7 Ch. 10 Trading supervision and complex products; build “approval + monitoring” checklist.
8 Ch. 11–12 + review Complaints + dealing with regulators; final mixed set + fix weak areas.

90-Day Part-Time Plan (12 weeks)

Weeks Chapters / topics What to do
1 Ch. 1 Role of supervisor + objectives + evidence.
2 Ch. 2 Supervision structures and best practices.
3 Ch. 3 Leadership + change + ethical decision making.
4 Ch. 4 Regulatory framework + AML/ATF + liabilities (concepts).
5 Ch. 5 Gatekeeper responsibilities and supervision implications.
6 Ch. 6 Risk management and control design.
7 Ch. 7 Account opening + documentation + vulnerable client cues.
8 Ch. 8 Conflicts + disclosures + sales communications supervision.
9 Ch. 9 Maintaining accounts + KYC/suitability + trade reviews.
10 Ch. 10 Institutional/trade desk supervision + complex products.
11 Ch. 11 Complaint handling workflow and escalation.
12 Ch. 12 + review Dealing with regulators + dispute resolution; 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/idsc/curriculum and https://www.csi.ca/en/learning/courses/idsc/exam-credits

Overview
Syllabus