Client Discovery (CLDI) Quiz & Credits

Hours of Study: 7 Hours

Enrolment Period: 1 Year

What Continuing Education (CE) credits will you earn?

Assessing the Client's Financial Situation
AccreditationCredits
AIC - Life Insurance2
CSF - Mutual Funds2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
MFDA - Professional Development2
Getting to Know the Clients
AccreditationCredits
AIC - Life Insurance3
CSF - Mutual Funds3
FSRA - Life Insurance3
ICBC - Life Insurance3
ICM - Life Insurance3
ICS - Life Insurance3
MFDA - Professional Development3
Understanding Behavioural Finance
AccreditationCredits
AIC - Life Insurance2
CSF - Mutual Funds2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
MFDA - Professional Development2

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 charts above may be subject to change.

What is the quiz structure?

Structure Information
Exams 1 Per Module
Exam Format Online
Exam Duration Will vary depending on length of exam
Question Format Multiple Choice
Questions Per Exam May vary – typically 20 to 30 questions
Attempts Allowed Per Exam 3
Passing Grade 70%