PDO — Partners, Directors and Senior Officers (Study Hub + Practice)

The Partners, Directors and Senior Officers (PDO) exam is an executive-level securities industry requirement focused on risk management, regulation, governance, and compliance consequences. It rewards candidates who can recognize risk and choose the right next step: document, escalate, supervise, remediate, or restrict activity.

Official exam format (CSI): 1 exam, 80 multiple-choice questions, 2 hours, proctored, passing grade 60%.

Use this hub as your structured prep path:

• Start with the Overview to understand the exam’s scope and weighting.
• Follow the Study Plan for 30/60/90‑day schedules.
• Work the Syllabus as your objective checklist.
• Use the Cheatsheet for high-yield frameworks and terminology (glossary included).
• Train speed using Practice.

Select a section below to begin.

In this section

• PDO Cheatsheet — High-Yield Rules, Workflows, Decision Tables & Glossary
  Last-mile PDO review: executive role and regulatory environment, industry business models, distribution, ethics/governance, director/officer liability, risk management, capital compliance, and consequences of noncompliance—plus a large glossary.
• PDO FAQ — Common Questions (Executive Oversight, Risk, Compliance)
  Frequently asked questions for CSI Partners, Directors and Senior Officers (PDO): exam format, official topic weightings, what to prioritize, and how to practice efficiently.
• PDO Overview — Exam Format, Weighting, and How to Study
  PDO overview (official CSI structure): 80 multiple-choice questions in 2 hours, topic weightings, what gets tested, and a practical study strategy.
• PDO Practice — Targeted Drills by Topic
  Practice PDO with topic-targeted drills mapped to the official CSI weightings and chapter syllabus.
• PDO Resources — Official CSI Links
  Authoritative PDO resources from the Canadian Securities Institute (CSI): course page, official curriculum, and exam credits (structure + weightings).
• PDO Study Plan (30 / 60 / 90 Days)
  A practical PDO 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.
• PDO Syllabus — Learning Objectives by Topic
  Blueprint-aligned learning objectives for CSI Partners, Directors and Senior Officers (PDO), organized by topic with quick links to targeted practice.