Hours of Study: 10 hours

Enrolment Period: ends December 31, 2023

What is the quiz structure?

Structure Information
Quiz Format Online
Question Format Multiple Choice
Questions Per Quiz 20
Number of Quizzes 1 for each course
Passing Grade 60%
Attempts Allowed Unlimited

What Continuing Education (CE) credits will you earn?

- Course Level Accreditation -
AccreditationCredits
ADVOCIS - Structured Learning CE10
CFA Institute - CFA - SER10
CIM - CIM Compliance10
CIWM - CIWM Compliance10
IIROC - Compliance10
MFDA - Business Conduct - Other10
PFP - PFP Compliance10
Conflicts of Interest (CFR Series)
AccreditationCredits
ADVOCIS - Structured Learning CE2.5
AIC - Life Insurance2.5
CFA Institute - CFA - SER2.5
CFP - Practice Management2.5
CIM - CIM Compliance2.5
CIWM - CIWM Compliance2.5
CSF - Compliance 2
FSRA - Life Insurance2.5
ICBC - Life Insurance2.5
ICM - Life Insurance2.5
ICS - Life Insurance2.5
IIROC - Compliance2.5
MTI - MTI2.5
PFP - PFP Compliance2.5
QAFP - Practice Management2.5
Enhanced KYC and Suitability (CFR Series)
AccreditationCredits
ADVOCIS - Structured Learning CE3
CFA Institute - CFA - PD3
CFP - Practice Management3
CIM - CIM Compliance3
CIM - CIM Professional development3
CIWM - CIWM Compliance3
CIWM - CIWM Professional development3
CSF - Compliance 3
IIROC - Compliance3
IIROC - Professional Development3
PFP - PFP Compliance3
PFP - PFP Professional development3
QAFP - Practice Management3
Know Your Product (CFR Series)
AccreditationCredits
ADVOCIS - Structured Learning CE2.5
CFA Institute - CFA - SER2.5
CFP - Practice Management2.5
CIM - CIM Compliance2.5
CIWM - CIWM Compliance2.5
CSF - Compliance 2
IIROC - Compliance2.5
MTI - MTI2.5
PFP - PFP Compliance2.5
QAFP - Practice Management2.5
Overview of Client Focused Reforms and Relationship Disclosure (CFR Series)
AccreditationCredits
ADVOCIS - Structured Learning CE1.5
CFA Institute - CFA - PD1.5
CFP - Practice Management1.5
CIM - CIM Compliance1.5
CIWM - CIWM Compliance1.5
CSF - Compliance 2
IIROC - Compliance1.5
MTI - MTI1.5
PFP - PFP Compliance1.5
QAFP - Practice Management1.5
Protecting Older and Vulnerable Clients
AccreditationCredits
ADVOCIS - Structured Learning CE3
AIC - Life Insurance3
CFA Institute - CFA - PD3
CFP - Practice Management3
CIM - CIM Compliance3
CIM - CIM Professional development3
CIWM - CIWM Compliance3
CIWM - CIWM Professional development3
CSF - Compliance 3
FSRA - Life Insurance3
ICBC - Life Insurance3
ICM - Life Insurance3
ICS - Life Insurance3
IIROC - Compliance3
IIROC - Professional Development3
MFDA - Business Conduct - Other3
MTI - MTI3
PFP - PFP Compliance3
PFP - PFP Professional development3
QAFP - Practice Management3

View CE credits for all CSI courses and all associations.

Please note: 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 charts above may be subject to change.