The curriculum is typically broken down into specific operational and ethical areas: Conduct and Practices Handbook Course (CPH®) Curriculum
: Understanding the rules set by provincial securities administrators and the Canadian Investment Regulatory Organization (CIRO) . Conduct and Practices Handbook Course
: Learning standard trading units, order types, and prohibited activities. Key Course Modules The curriculum is typically broken down into specific
: Distinguishing between ethical dilemmas, values, and compliance. Conduct and Practices Handbook Course
: Mastering "Know Your Client" (KYC) and "Know Your Product" rules to ensure suitable investment recommendations.