CSI will be performing maintenance on June 22nd from 7:00 PM to 12:00 AM EST. Exam scheduling will be unavailable. Existing exam bookings will not be impacted. Please do not submit support tickets for scheduling issues during this time.

Hours of Study: 30 Hours

Enrolment Period: 1 Year

What Continuing Education (CE) credits will you earn?

AccreditationCredits
AMP Mortgage8
PFP Professional development15
CFP Practice Management5
QAFP Practice Management5

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. More detailed information on CE Credits is available.

What is the exam weighting?

Exam Topics Weighting
Overview: Business Development & Marketing Fundamentals 17%
Current State Analysis 30%
Business Development Opportunities 22%
Tools & Techniques for Achieving Business Objectives 15%
Timing, Resources, & Responsibilities 8%
Monitoring & Evalutaion 8%

What is the exam structure?

Structure Information
Exam 1
Exam Format Online
Exam Duration 3 hours
Question Format Multiple-choice
Questions Per Exam 60
Attempts Allowed Per Exam 3
Passing Grade 60%
Assignments None

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