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: 135 – 200 Hours
Enrolment Period: 1 Year
What is the CSC® exam weighting?
| Exam One Topics | Weightings |
|---|---|
| The Canadian Investment Marketplace | 15% |
| The Economy | 13% |
| Features and Types of Fixed-Income Securities | 12% |
| Pricing and Trading of Fixed-Income Securities | 11% |
| Common and Preferred Share | 13% |
| Equity Transactions | 10% |
| Derivatives | 10% |
| Corporations and their Financial Statements | 8% |
| Financing and Listing Securities | 8% |
| Exam Two Topics | Weightings |
|---|---|
| Investment Analysis | 18% |
| Portfolio Analysis | 18% |
| Mutual Funds | 14% |
| Exchange-Traded Funds | 10% |
| Alternative Investments, Other Managed, and Structured Products | 16% |
| Canadian Taxation | 6% |
| Fee-Based Accounts and Working with the Retail Client | 8% |
| Working with the Institutional Client | 10% |
What is the CSC® exam structure?
| Structure | Information |
|---|---|
| Exams | 2 |
| Exam Format | Proctored (remote or in-person at a test centre) |
| Exam Duration | 2 hours |
| Question Format | Multiple Choice |
| Questions Per Exam | 100 |
| Attempts Allowed Per Exam | 3 |
| Passing Grade | 60% (Per Exam) |
| Assignments | None |
What Continuing Education (CE) credits will you earn?
| Accreditation | Credits |
|---|---|
| CSF Mutual Funds | 10 |
| CSF Compliance | 5 |
| IPF SFPAEXAM 2 | 15 |
| IPF SFPAEXAM 1 | 15 |
| IPF SCEXAM 1 | 5 |
| FSRA Life Insurance | 30 |
| ICM Life InsuranceEXAM 1 | 10 |
| ICS Life Insurance | 30 |
| ICM Life InsuranceEXAM 2 | 10 |
| AIC Life Insurance | 30 |
| ICBC Life Insurance | 30 |
| ADVOCIS Structured Learning CEEXAM 1 | 30 |
| ADVOCIS Structured Learning CEEXAM 2 | 30 |
| CFP General CEEXAM 1 | 30 |
| QAFP General CEEXAM 1 | 30 |
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.