Chief Financial Officers Qualifying Examination (CFO)

Hours of study: 50 – 60 Hours

Enrolment Period: 1 Year

What Continuing Education (CE) credits will you earn?

AccreditationCredits
CIM CIM Professional development40
PFP PFP Professional development30
CIM CIM Compliance10
MTI MTI30
CIWM CIWM Compliance3
CIWM CIWM Professional development15
IIROC Professional Development20
IIROC Compliance10

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.

What is the CFO exam weighting?

Exam Topics Weightings
The Canadian Investor Protection Fund, Capital Formula and Audit Requirements 32%
Inventory, Segregation and Insurance 24%
Carrying Arrangements and Related Companies  3%
Customer Accounts and Registered Account Plans 14%
Financing 7%
Custody, Settlement and Stock Record Balancing 7%
Securities and Capital Concentration and Foreign Exchange  8%
Underwriting Capital Rules 5%

What is the CFO exam structure?

Structure Information
Exams 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 3
Passing Grade 60%
Assignments None

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