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.

What is the official IDSC exam format and structure?

CSI publishes IDSC exam structure on the official Exam & Credits page:

  • Exam format: Proctored (remote or in-person at a test centre)
  • Exam duration: 2 Hours
  • Question format: Multiple-choice
  • Questions per exam: 75
  • Passing grade: 60%
  • Attempts allowed: 3

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

What are the official topic weightings?

From CSI’s official weighting table:

  • Supervision Requirements and Skills — 19%
  • Rules, Responsibilities, and Risk Management — 24%
  • Account Opening and Documentation — 20%
  • Supervision and Client Accounts — 22%
  • Complaint Handling and the Consequences of Noncompliance — 15%

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

What should I prioritize first?

Prioritize the high-weight domains that also show up as scenarios:

  • rules/gatekeeper + risk management + conflicts/disclosures
  • account opening/documentation + vulnerable client cues
  • supervision of client accounts (trade reviews and exception thinking)
  • complaint handling and dealing with regulators (evidence preservation)

Do I need the official CSI materials?

Yes. Use this hub as a study map + practice layer, but rely on CSI’s official materials for the canonical reading.

How should I practice?

Short drills per topic, then a weekly mixed set. Review every miss and write a one-sentence “first action” rule:

“Given this risk, the first correct step is … because …”

Where do I find official policies (fees, timing, retakes)?

Use the official CSI links in Resources. Policies can change, so we avoid hard-coding beyond the published exam structure and weightings.