IDSC — Investment Dealer Supervisors Course (Study Hub + Practice)

The Investment Dealer Supervisors Course (IDSC) is designed for tier-one supervision. It focuses on building practical supervisory judgment: supervision structures and skills, rules and gatekeeper responsibilities, risk management, account opening/documentation, supervision of client accounts (including institutional/trading supervision themes), and complaint handling/regulators.

Official exam format (CSI): 1 exam, 75 multiple-choice questions, 2 hours, proctored, passing grade 60%. (CSI notes the course is formerly BMC.)

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 rules, workflows, and terminology (glossary included).
• Train speed using Practice.

Select a section below to begin.

In this section

• IDSC Cheatsheet — High-Yield Rules, Workflows, Decision Tables & Glossary
  Last-mile IDSC review: supervision structures and skills, gatekeeper duties, risk management, account opening/documentation, conflicts/disclosures, trade reviews, complex product supervision, complaints/regulators—plus a large glossary.
• IDSC FAQ — Common Questions (Supervision, Rules, Risk, Complaints)
  Frequently asked questions for CSI Investment Dealer Supervisors Course (IDSC): exam format, official topic weightings, what to prioritize, and how to practice efficiently.
• IDSC Overview — Exam Format, Weighting, and How to Study
  IDSC overview (official CSI structure): 75 multiple-choice questions in 2 hours, topic weightings, what gets tested, and a practical study strategy.
• IDSC Practice — Targeted Drills by Topic
  Practice IDSC with topic-targeted drills mapped to the official CSI weightings and chapter syllabus.
• IDSC Resources — Official CSI Links
  Authoritative IDSC resources from the Canadian Securities Institute (CSI): course page, official curriculum, and exam credits (structure + weightings).
• 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.
• IDSC Syllabus — Learning Objectives by Topic
  Blueprint-aligned learning objectives for CSI Investment Dealer Supervisors Course (IDSC), organized by topic with quick links to targeted practice.