Hours of Study: 60 – 75 Hours

Enrolment Period: 1 Year

What is the exam weighting?

Exam Topics Weighting
Understanding Underlying Markets 27%
Pricing of Forward Based Contracts 9%
Advanced Trading Techniques Using Derivatives 29%
Advanced Risk Management Techniques Using Derivatives 27%
Using Derivatives to Structure Investment Products 8%

What is the exam structure?

Structure Information
Exam 1
Exam Format Proctored (remote or in-person at a test centre)
Exam Duration 3 hours
Question Format Multiple-choice
Questions Per Exam 100
Attempts Allowed Per Exam
Passing Grade 60%
Assignments None

What Continuing Education (CE) credits will you earn?

- Course Level Accreditation -
AccreditationCredits
ADVOCIS - Structured Learning CE20
CFA Institute - CFA - PD20
CIM - CIM Professional development20
CIRO-ID - Professional Development20
CIRO-MF - Professional Development20
CIWM - CIWM Professional development20
MTI - MTI20
PFP - PFP Professional development20
Advanced Risk Management Techniques Using Derivatives
AccreditationCredits
CFA Institute - CFA - PD12
CFP - Product Knowledge 12
CIM - CIM Professional development12
CIRO-ID - Professional Development12
CIRO-MF - Professional Development12
CIWM - CIWM Professional development12
PFP - PFP Professional development12
QAFP - Product Knowledge 12
Advanced Trading Techniques Using Derivatives
AccreditationCredits
CFA Institute - CFA - PD20
CFP - Product Knowledge 20
CIM - CIM Professional development20
CIRO-ID - Professional Development20
CIRO-MF - Professional Development20
CIWM - CIWM Professional development20
PFP - PFP Professional development20
QAFP - Product Knowledge 20
Pricing of Forward-based Contracts
AccreditationCredits
CFA Institute - CFA - PD3
CFP - Product Knowledge 3
CIM - CIM Professional development3
CIRO-ID - Professional Development3
CIRO-MF - Professional Development3
CIWM - CIWM Professional development3
PFP - PFP Professional development3
QAFP - Product Knowledge 3
Understanding Underlying Markets
AccreditationCredits
CFA Institute - CFA - PD13
CFP - Product Knowledge 13
CIM - CIM Professional development13
CIRO-ID - Professional Development13
CIRO-MF - Professional Development13
CIWM - CIWM Professional development13
PFP - PFP Professional development13
QAFP - Product Knowledge 13
Using Derivatives to Structure Investment Products
AccreditationCredits
CFA Institute - CFA - PD2
CFP - Product Knowledge 2
CIM - CIM Professional development2
CIRO-ID - Professional Development2
CIRO-MF - Professional Development2
CIWM - CIWM Professional development2
PFP - PFP Professional development2
QAFP - Product Knowledge 2

View CE credits for all CSI courses and all associations.

While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the chart may be subject to change.

As an added feature, the ADMS course allows students to earn CE credits from a variety of jurisdictions, including CIRO, by completing the quizzes at the end of each section of the course. Students can earn CE credits gradually rather than having to wait until completing the final course examination.

Request More Information

Would you like to keep informed about CSI's products and promotions?

Promotion Check