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| Exam Topics | Weightings |
|---|---|
| Client Discovery | 10% |
| Tax Planning | 8% |
| Retirement Planning | 17% |
| Estate Planning | 20% |
| Foundations of Investment Management | 20% |
| Retirement Planning Income and Products | 16% |
| Practice Management for Mutual Fund Representatives | 9% |
| Structure | Information |
|---|---|
| Exams | 1 |
| Exam Format | Proctored (remote or in-person at a test centre) |
| Exam Duration | 2 hours |
| Question Format | Multiple Choice |
| Questions Per Exam | 100 |
| Attempts Allowed Per Exam | 3 |
| Passing Grade | 60% |
| Assignments | None |