Hours of study: 40 – 55 Hours

Enrolment Period: 1 Year

What is the CPH® exam weighting?

Exam Topics Weightings
Standards of Conduct and Ethics, Ethical Decision Making, and Putting it All Together 23%
The Canadian Regulatory Framework 12%
Working with Clients 13%
Client Discovery and Account Opening 13%
Product Due Diligence, Recommendations, and Advice 13%
Trading, Settlement, and Prohibited Activities 13%
Maintaining Client Accounts and Relationships 13%

What is the CPH® 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

What Continuing Education (CE) credits will you earn?

CSF General Subjects 5
CSF Compliance 15
ICM Life Insurance3
PFP Compliance3
CIWM Professional development10
PFP Professional development30
CIWM Compliance3
CFP Practice Management30
QAFP Practice Management30

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.

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