CCO Study Plan (30 / 60 / 90 Days)

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:

  • identify risk → choose the right control
  • know what evidence must exist
  • know when to escalate and who must be informed
  • communicate clearly to management and the board

How long should you study?

CSI estimates 50 – 60 hours of study for CCO. 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/cco/exam-credits


30-Day Intensive Plan (4 weeks)

WeekFocusWhat to do
1Role + structure + regulatory foundation (Ch. 1–4)Build a governance + escalation map; memorize the compliance lifecycle and risk-based approach.
2CCO skill requirements (Ch. 5–8)Leadership + ethics + policies + monitoring; write “first correct action” rules and evidence checklists.
3Implementation skills I (Ch. 9–12)Account processes, recordkeeping, complaints, registration; drill workflows and documentation.
4Implementation skills II + investigations/reporting (Ch. 13–16)Trading/investment banking supervision; investigations + board reporting; finish with timed mixed sets.

60-Day Balanced Plan (8 weeks)

WeeksChapters / topicsWhat to do
1Ch. 1–2Compliance role + structure; responsibilities, reporting lines, governance documents.
2Ch. 3–4Regulatory environment + risk management; build your risk assessment template.
3Ch. 5–6Leadership + ethics; practice “best next step” under pressure.
4Ch. 7–8Policies/procedures + monitoring; draft a monitoring plan outline and escalation criteria.
5Ch. 9–10Account supervision + recordkeeping; focus on evidence, audit trails, and access/retention concepts.
6Ch. 11–12Complaints + registration; build a triage workflow and “what to document” checklist.
7Ch. 13–14Trading desk + investment banking supervision; conflict and information-flow controls.
8Ch. 15–16 + reviewInvestigations + reporting; do mixed sets and close gaps using your miss log.

90-Day Part-Time Plan (12 weeks)

One chapter per week, with review weeks for the heavy domains.

WeeksChapters / topics
1Ch. 1
2Ch. 2
3Ch. 3
4Ch. 4
5Ch. 5
6Ch. 6
7Ch. 7
8Ch. 8
9Ch. 9–10
10Ch. 11–12
11Ch. 13–14
12Ch. 15–16 + final review

How to integrate the Mastery Securities app

  • Use the Syllabus topic buttons to open targeted drills.
  • Keep a miss log with four fields: cue, risk/control, first correct action, evidence.
  • 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/cco/curriculum and https://www.csi.ca/en/learning/courses/cco/exam-credits