Browse CSI Exams - Securities, Wealth, and Planning Study Hubs

CSI CPH Guide

Study guide hub for CSI Conduct and Practices Handbook Course (CPH) with current structure, weighting, route-fit notes, and exact web practice.

Use this page as the main guide home for the CSI Conduct and Practices Handbook Course on SecuritiesExamsMastery.com. CPH is the broad conduct and client-account behaviour lane: ethics, client discovery, account opening, suitability, product due diligence, trading conduct, complaints, and account maintenance all matter.

Use exact web practice when you want timed mixed review, current progress tracking on Web, and a cleaner handoff from reading into exam-mode repetition.

Exam snapshot

ItemValue
ProviderCSI
Official course nameConduct and Practices Handbook Course (CPH)
Current official exam structureProctored multiple-choice exam, 100 questions, 3 hours, 60% passing grade, 3 attempts
Highest-weight areaStandards of Conduct and Ethics, Ethical Decision Making, and Putting it All Together at 23%
Exact practice statusfull exam-specific web practice is live
Current route noteas of April 13, 2026, CSI says that effective January 1, 2026 CPH is no longer acceptable for CIRO approval with an Investment Dealer

Where CPH fits

If the candidate mainly needs…Better first instinct
broad conduct, suitability, account-opening, and client-account judgementCPH
branch supervision, rep monitoring, and control-system follow-throughBCO
chief compliance governance and enterprise program designCCO

How to use this hub well

  • Learn the first-correct-action discipline before you worry about speed.
  • Keep conduct, client discovery, suitability, and account maintenance in one frame, because CPH often rewards the better operational sequence, not just the technically true rule.
  • Use the review pages for rules and workflow, then use exact practice to train speed on the 100-question structure.
  • If your real need is branch supervision rather than representative conduct judgement, compare with BCO.

What stronger CPH answers usually do

  • identify the client-protection issue before they discuss product detail
  • choose the answer with the stronger disclosure, documentation, or escalation path when two answers look plausible
  • treat KYC, KYP, suitability, and complaints as connected conduct duties, not isolated rules
  • slow down on trading, maintenance, and complaint questions long enough to catch the operational sequence

In this section

Revised on Thursday, April 23, 2026