A practical CCO 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.
CCO prep works best when you train program thinking, not memorization:
CSI estimates 50 – 60 hours of study for CCO. A practical conversion:
| Hours per week | Timeline |
|---|---|
| 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/cco/exam-credits
| Week | Focus | What to do |
|---|---|---|
| 1 | Role + structure + regulatory foundation (Ch. 1–4) | Build a governance + escalation map; memorize the compliance lifecycle and risk-based approach. |
| 2 | CCO skill requirements (Ch. 5–8) | Leadership + ethics + policies + monitoring; write “first correct action” rules and evidence checklists. |
| 3 | Implementation skills I (Ch. 9–12) | Account processes, recordkeeping, complaints, registration; drill workflows and documentation. |
| 4 | Implementation skills II + investigations/reporting (Ch. 13–16) | Trading/investment banking supervision; investigations + board reporting; finish with timed mixed sets. |
| Weeks | Chapters / topics | What to do |
|---|---|---|
| 1 | Ch. 1–2 | Compliance role + structure; responsibilities, reporting lines, governance documents. |
| 2 | Ch. 3–4 | Regulatory environment + risk management; build your risk assessment template. |
| 3 | Ch. 5–6 | Leadership + ethics; practice “best next step” under pressure. |
| 4 | Ch. 7–8 | Policies/procedures + monitoring; draft a monitoring plan outline and escalation criteria. |
| 5 | Ch. 9–10 | Account supervision + recordkeeping; focus on evidence, audit trails, and access/retention concepts. |
| 6 | Ch. 11–12 | Complaints + registration; build a triage workflow and “what to document” checklist. |
| 7 | Ch. 13–14 | Trading desk + investment banking supervision; conflict and information-flow controls. |
| 8 | Ch. 15–16 + review | Investigations + reporting; do mixed sets and close gaps using your miss log. |
One chapter per week, with review weeks for the heavy domains.
| Weeks | Chapters / topics |
|---|---|
| 1 | Ch. 1 |
| 2 | Ch. 2 |
| 3 | Ch. 3 |
| 4 | Ch. 4 |
| 5 | Ch. 5 |
| 6 | Ch. 6 |
| 7 | Ch. 7 |
| 8 | Ch. 8 |
| 9 | Ch. 9–10 |
| 10 | Ch. 11–12 |
| 11 | Ch. 13–14 |
| 12 | Ch. 15–16 + final review |
✅ Next: open the Syllabus and begin Topic 1.
Sources: https://www.csi.ca/en/learning/courses/cco/curriculum and https://www.csi.ca/en/learning/courses/cco/exam-credits