Browse Exams — Mock Exams & Practice Tests

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.

On this page

IDSC prep works best when you train a supervisor habit:

  1. identify the risk theme
  2. choose the first correct action (document / escalate / restrict / remediate)
  3. state what evidence must be on file

How long should you study?

CSI estimates 60 – 75 hours of study for IDSC. A practical conversion:

Hours per weekTimeline
15–19 hrs/wk~30 days (intensive)
8–10 hrs/wk~60 days (balanced)
5–7 hrs/wk~90 days (part-time)

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

30-Day Intensive Plan (4 weeks)

WeekChapters / topicsWhat to do
1Ch. 1–3 (Supervision requirements + skills)Build your supervision structure map; drill “best next step” responses; start glossary.
2Ch. 4–6, 8 (Rules, gatekeeper, risk management, conflicts/disclosures)Memorize escalation cues; practice conflict + communication scenarios; build risk-control table.
3Ch. 7, 9 (Account opening + maintaining accounts)Master documentation quality and KYC/suitability review patterns; do daily short quizzes.
4Ch. 10–12 (Trading supervision + complaints + regulators)Drill complex product supervision cues; practice complaint/investigation workflow; finish with timed mixed sets.

60-Day Balanced Plan (8 weeks)

WeeksChapters / topicsWhat to do
1Ch. 1Supervisor role, objectives, evidence discipline; write your “what to document” checklist.
2Ch. 2–3Supervision structures + skills; practice coaching and escalation decisions.
3Ch. 4Canadian regulatory framework + AML/ATF + liabilities (concepts); build escalation map.
4Ch. 5–6Gatekeeper obligations + risk management framework; one timed mixed set.
5Ch. 7Account opening + updating; focus on documentation gaps and vulnerable client cues.
6Ch. 8–9Conflicts/disclosures + maintaining accounts; practice trade review triggers and exception thinking.
7Ch. 10Trading supervision and complex products; build “approval + monitoring” checklist.
8Ch. 11–12 + reviewComplaints + dealing with regulators; final mixed set + fix weak areas.

90-Day Part-Time Plan (12 weeks)

WeeksChapters / topicsWhat to do
1Ch. 1Role of supervisor + objectives + evidence.
2Ch. 2Supervision structures and best practices.
3Ch. 3Leadership + change + ethical decision making.
4Ch. 4Regulatory framework + AML/ATF + liabilities (concepts).
5Ch. 5Gatekeeper responsibilities and supervision implications.
6Ch. 6Risk management and control design.
7Ch. 7Account opening + documentation + vulnerable client cues.
8Ch. 8Conflicts + disclosures + sales communications supervision.
9Ch. 9Maintaining accounts + KYC/suitability + trade reviews.
10Ch. 10Institutional/trade desk supervision + complex products.
11Ch. 11Complaint handling workflow and escalation.
12Ch. 12 + reviewDealing with regulators + dispute resolution; two mixed sets and close gaps.

How to integrate the Mastery Securities app

  • Use Syllabus topic buttons to open targeted drills.
  • Keep a miss log with three fields: cue, rule/theme, first correct action.
  • 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/idsc/curriculum and https://www.csi.ca/en/learning/courses/idsc/exam-credits

Overview
Syllabus