Effective January 1, 2026, the proficiency rules applicable to Investment Dealer Approved Persons with CIRO have changed. This course is no longer acceptable for the purposes of CIRO approval with an Investment Dealer.
For more information, visit the CIRO Proficiency website.
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?
| Accreditation | Credits |
|---|---|
| CSF Compliance | 10 |
| IPF SFPA | 5 |
| IPF SC | 5 |
| ICM Life Insurance | 3 |
| PFP Compliance | 10 |
| CIWM Professional development | 10 |
| CIWM Compliance | 10 |
| ADVOCIS Structured Learning CE | 30 |
| CFP General CE | 10 |
| QAFP General CE | 10 |
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.