RSE Study Plan (30 / 60 / 90 Days)

Treat RSE like a workflow + product-fit exam. Prep improves fastest when you use one repeatable loop:

Read -> turn it into rules -> drill scenarios -> review misses -> repeat.

Start timed drilling here: RSE web practice. Use the full RSE guide as your topic-by-topic coverage map between timed sets.

CIRO’s current Guide for Studying makes the same central point here as on CIRE: start with the syllabus, then use weighting and learning outcomes to structure the work. That means a good RSE plan is not a flat product-survey plan. It is a KYC-first, recommendation-first plan.

Before you start

• read the live CIRO syllabus once before building any calendar
• treat the current official format as 120 multiple-choice questions in 3 hours
• make sure you can separate:
  • KYC facts from product facts
  • product knowledge from recommendation judgment
  • recommendation judgment from monitoring and reporting duties

30-Day Intensive Plan (4 weeks)

60-Day Balanced Plan (8 weeks)

90-Day Part-Time Plan (12 weeks)

How to review misses well

For RSE, most bad misses come from one of five causes:

• wrong KYC reading because you missed the dominant client constraint
• wrong product screen because you forgot cost, liquidity, structure, or risk
• wrong recommendation logic because you picked something plausible instead of the best fit
• wrong monitoring answer because you treated the recommendation as the end of the relationship
• wrong execution or integrity answer because you ignored what happens after the recommendation

Write each miss note in one sentence: what the dominant client fact was, what the better action was, and what weaker alternative you should have eliminated.

Final 7-10 days (mocks + pacing)

Your job in the last stretch is to remove avoidable misses and tighten timing.

• Run 2-4 timed mock exams in RSE web practice.
• After each mock, review every miss and write a one-sentence rule: what the client constraint was, what the better recommendation or next step was, and what you would document.
• Re-drill your top 3 weak areas for 2-3 days, then run another mixed set or mock.

Timing target: the official format is 120 questions in 3 hours, or about 90 seconds per question. That is enough time to think, but not enough time to rebuild the whole suitability analysis on every question. Your process needs to become automatic:

1. extract KYC facts
2. screen products or actions against those facts
3. choose the best fit
4. move on

Readiness benchmark (avoid memorizing)

• If you can pass 3-4 different mock exams at 75%+ while staying within time, you are likely close to ready.
• If English is your second language, extra volume can still help reading speed and pattern recognition.

Next: work through the full RSE guide and use this plan to decide which chapters deserve the next timed block.