OTBA IQOT study materials
OTBA IQOT study resources

OTBA IQOT study plan

OTBA IQOT · Give each week a clear focus.

8 weeks · About 7 hours per week

Week 1

Cannabis laws, regulations, and compliance

  • Map the federal, state, and local layers of cannabis regulation and label each layer with the agency that enforces it

  • Outline the state licensing categories (cultivator, processor, dispensary, transporter) and the compliance duties attached to each

  • List the documentation a licensed facility must retain and the retention period for each record type

  • Draft a one-page glossary of compliance terms (seed-to-sale, track-and-trace, dosage limit, serving size, batch) in your own words

Your checkpoint

A two-page regulatory map showing federal/state/local authority tiers, license types, and record-retention rules, self-graded against your state's published rules

Week 2

Cannabis laws, regulations, and compliance

  • Compare packaging and labeling requirements across medical and adult-use products, including warnings and child-resistance rules

  • Trace the seed-to-sale tracking workflow from harvest lot through sale and identify the checkpoints where errors trigger violations

  • Summarize advertising, signage, and marketing restrictions that apply to a licensed retailer

  • Write five practice scenarios in which a licensee must choose between a compliant and a non-compliant action, and justify each answer

Your checkpoint

A 15-question self-written compliance quiz with answer key and citations to rule sections you verified

Week 3

Cannabis plant biology, genetics, and cultivation

  • Diagram the cannabis life cycle from germination through senescence, labeling photoperiod and flowering triggers

  • Distinguish male, female, and hermaphroditic plants and explain why sex identification matters for compliance and yield

  • Explain the roles of macronutrients, micronutrients, pH, and substrate in plant health

  • Describe integrated pest management steps in order of least-to-most chemical intervention and note residue concerns

  • Compare photoperiod, autoflower, and greenhouse production models on cost, cycle time, and risk

Your checkpoint

An annotated cultivation cycle diagram plus a one-page nutrient and pH reference sheet checked against at least two sources

Week 4

Cannabis plant biology, genetics, and cultivation & Product processing, extraction, and manufacturing

  • Explain genotype versus phenotype and how breeding and selection shape cannabinoid and terpene profiles

  • Identify the main extraction methods (hydrocarbon, ethanol, CO2, solventless) and the safety hazards of each

  • Sequence the post-harvest steps of drying, curing, trimming, and storage and state the quality failure each step can cause

  • Describe how decarboxylation converts acidic cannabinoids to their neutral forms and why temperature and time matter

Your checkpoint

A comparison table of four extraction methods covering solvent, equipment, safety controls, and typical end products

Week 5

Product processing, extraction, and manufacturing & Laboratory testing, quality assurance, and product safety

  • Outline a batch manufacturing record from raw material intake to finished-good release

  • Explain how testing for potency, pesticides, heavy metals, microbials, residual solvents, and mycotoxins protects consumers

  • Interpret a certificate of analysis and flag which results would fail a release decision

  • Describe good manufacturing practice controls for sanitation, personnel, and equipment in a cannabis kitchen or lab

  • Explain how sampling plans and batch homogeneity affect whether a test result represents the lot

Your checkpoint

A mock certificate of analysis with a written release-or-reject decision memo explaining each flagged result

Week 6

Laboratory testing, quality assurance, and product safety & Cannabis pharmacology, cannabinoids, and terpenes

  • Explain the endocannabinoid system, CB1 and CB2 receptors, and how THC, CBD, and minor cannabinoids differ in effect

  • Compare inhalation, oral, sublingual, and topical routes on onset, duration, and bioavailability

  • Describe how terpenes contribute to aroma and the entourage concept, separating evidence from marketing claims

  • Outline how tolerance, dependence, and drug-interaction risks should be communicated to patients

  • Identify the stability and storage conditions that affect potency loss and product shelf life

Your checkpoint

A patient-facing one-page cannabinoid and terpene reference card written at an eighth-grade reading level and fact-checked against labeling rules

Week 7

Dispensary operations, patient/customer care, and sales

  • Build a patient intake script that captures condition, experience level, and medication use while staying within scope of practice

  • Apply the start-low-go-slow dosing framework to three patient profiles and justify each recommendation

  • Role-play three difficult conversations (overconsumption, refusal of sale, product complaint) and script compliant responses

  • Explain how to verify age and valid recommendation or ID at point of sale

  • Design a shelf layout and product education display that respects advertising restrictions

Your checkpoint

A written intake and counseling script with three worked patient scenarios and a refusal-of-sale protocol

Week 8

Business management, security, and inventory control & Cannabis laws, regulations, and compliance

  • Design an inventory control system covering receiving, cycle counts, reconciliation, and shrinkage investigation

  • List physical security, access control, and surveillance requirements typical of licensed facilities

  • Build a staffing and cash-handling procedure that satisfies audit and banking constraints

  • Review your weakest domain using practice-test results and close the top three knowledge gaps

  • Complete a timed full-length practice test and analyze every missed item by domain

Your checkpoint

A full-length timed practice test score report with a domain-by-domain error analysis and a remediation list

Milestones

Week 2: Score at least 80% on your own compliance quiz and correctly cite a rule for every answer

Week 4: Explain the full seed-to-sale and cultivation cycle aloud in under 10 minutes without notes, covering both domains 2 and 3

Week 6: Correctly classify at least 9 of 10 COA results as pass or fail and justify each in writing

Week 8: Achieve at least 75% overall on the timed practice test with no domain below 60%