CPH® 2025: Stay Ahead of the Latest Regulatory Standards

Embrace the Evolving World of Canadian Securities Compliance

The Conduct and Practices Handbook (CPH) is being refreshed for 2025 to align with the newest CIRO (Canadian Investment Regulatory Organization) directives, enhanced provincial regulations, and the latest industry best practices. This updated resource provides you with clear, comprehensive insights into the rules and ethics that shape the future of Canadian securities compliance.

How Is This 2025 Update Different?

1. Newest CIRO Rules and Amendments
   Dive into recently enacted changes for 2025, including updates to client‐focused reforms, registration requirements, and anti‐money laundering obligations. We break these down into manageable segments and offer real‐world examples of how they apply to your day‐to‐day conduct.

2. 10 FREE Sample Questions per Page
   Reading about new policies is one thing, but applying them is another. Hone your skills and confirm your understanding with targeted, exam‐style sample questions designed to keep you current with the latest 2025 compliance environment.

3. Vast Question Bank and Practice Quizzes
   Beyond the in‐page samples, our extensive quizzes reinforce each segment, ensuring you master how to implement 2025 rules into practical, ethical decision‐making and client interactions.

4. Community‐Driven and Open Source
   As regulations evolve rapidly, our open‐source platform on GitHub welcomes your feedback. Collaborate with peers to clarify ambiguous guidelines, submit new practice scenarios, and keep this guide robust and up‐to‐date.

Topics Covered for 2025

We align with the official CPH 2025 curriculum, presenting relevant changes and enhancements, including:

• CIRO 2025 Directives and Provincial Regulatory Updates
• Refreshed Registration Classifications (including new requirements for certain roles)
• Ethical Conduct and Client‐Focused Reforms 2.0 (suitability, conflicts, KYC enhancements)
• Handling of Client Accounts (electronic communication rules, complaint escalation)
• Compliance Models (revised reporting, digital record keeping, e-signature guidelines)
• Advanced AML/ATF Measures for 2025 (heightened due diligence, beneficial ownership scrutiny)
• Enforcement Trends (insider trading, social media monitoring, data privacy)

Each topic is organized to highlight what’s new for 2025, guiding you through critical revisions and practical applications.

Why Contribute?

• Real‐Time Adaptability: With 2025 changes still rolling out, your experiences and case studies provide invaluable clarity for fellow learners.
• Continuous Improvement: Submit corrections, pose questions, and alert the community to emerging best practices.
• Grow Your Own Expertise: Explaining changing regulations to others solidifies your own understanding and readiness for the exam.

Next Steps for Your CPH® 2025 Success

1. Review Each Chapter: Familiarize yourself with areas that have undergone significant updates, paying close attention to newly introduced rules or requirements.
2. Practice Regularly: Test your knowledge with free sample questions on each page, then move on to our quiz bank for deeper reinforcement of the 2025 changes.
3. Collaborate on GitHub: Present new real‐life examples or clarify evolving rules, ensuring everyone stays aligned with current standards.
4. Stay Compliant: Whether you’re new to CPH or refreshing your credentials, embracing these 2025 updates keeps you at the forefront of securities compliance in Canada.

Lead the Way with Updated Compliance Expertise

As the Canadian securities landscape continues to evolve, it’s vital to keep pace with the latest regulations and guidelines. Harness this comprehensive and continually updated resource to develop and maintain a strong compliance mindset—equipping you for success in both the CPH 2025 exam and in meeting the needs of a rapidly changing financial environment.

Disclaimer:
This resource complements, but does not replace, official CSI or CIRO materials. CSI does not endorse or warrant the accuracy of third‐party content. Always consult the latest CIRO and provincial regulations to verify compliance requirements.