CSI will be performing system maintenance on Saturday May 11th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

Enrolment Period: 60 days


What is the CIWM exam structure?

Structure Information
Exam 1
Exam Format Based on a client-scenario. Mix of online tests and wealth plan that must be submitted
Exam Duration Over the course of 60 days.
Attempts Allowed Per Exam 1
Passing Score 60%

What is the CIWM exam weighting?

Exam Topics Weighting
Part 1: Client Discovery 20%
Part 2: Creation of Wealth Plan 60%
Part 3: Effective Communication 20%

What Continuing Education (CE) credits will you earn?

CIM Professional development20
ICS Life Insurance20
ICBC Life Insurance20
PFP Professional development20
ADVOCIS Structured Learning CE20
CFA Institute CFA - PD20
CFA Institute CIPM20
FSRA Life Insurance20
CFP Financial Planning20
QAFP Financial Planning20
CIRO-ID Professional Development20
CIRO-MF Professional Development20
AIC Life Insurance20

View CE credits for all CSI courses and all associations.

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