Enrolment Period: 1 Year

What Continuing Education (CE) credits will you earn?

- Course Level Accreditation -
AccreditationCredits
CSF - Insurance of Persons10
CSF - Mutual Funds10
IQPF - SFPA15
Business Succession Planning
AccreditationCredits
AIC - Life Insurance4
CFA Institute - CFA - PD4
CFP - Financial Planning4
CIM - CIM Professional development4
CIWM - CIWM Professional development4
ICBC - Life Insurance4
ICM - Life Insurance4
IIROC - Professional Development4
MFDA - Professional Development4
MTI - MTI4
PFP - PFP Professional development4
QAFP - Financial Planning4
Executive Compensation
AccreditationCredits
ADVOCIS - Structured Learning CE3
CFA Institute - CFA - PD3
CFP - Financial Planning3
CIM - CIM Professional development3
CIWM - CIWM Professional development3
FSRA - Life Insurance3
ICBC - Life Insurance3
ICM - Life Insurance3
ICS - Life Insurance3
IIROC - Professional Development3
MTI - MTI3
PFP - PFP Professional development3
QAFP - Financial Planning3
Financial Planning for Snowbirds
AccreditationCredits
ADVOCIS - Structured Learning CE5
AIC - Life Insurance4
AMP - Mortgage5
CFA Institute - CFA - PD5
CFA Institute - CIPM5
CFP - Financial Planning5
CIM - CIM Professional development5
CIWM - CIWM Professional development5
FSRA - Life Insurance4
ICBC - Life Insurance4
ICS - Life Insurance4
IIROC - Professional Development5
MFDA - Professional Development5
MTI - MTI5
PFP - PFP Professional development5
QAFP - Financial Planning5
Identifying a Private Client's Corporate Banking Needs
AccreditationCredits
ADVOCIS - Structured Learning CE3
CFA Institute - CFA - PD3
CFP - Practice Management3
CIM - CIM Professional development3
CIWM - CIWM Professional development3
IIROC - Professional Development3
MTI - MTI3
PFP - PFP Professional development3
QAFP - Practice Management3
International Taxation for Canadian Residents
AccreditationCredits
ADVOCIS - Structured Learning CE4
AIC - Life Insurance4
CFA Institute - CFA - PD4
CFP - Financial Planning4
CIM - CIM Professional development4
CIWM - CIWM Professional development4
FSRA - Life Insurance4
ICBC - Life Insurance4
ICS - Life Insurance4
MTI - MTI4
PFP - PFP Professional development4
QAFP - Product Knowledge 4
Protecting a Client's Small Business
AccreditationCredits
ADVOCIS - Structured Learning CE4
AIC - Life Insurance4
CFA Institute - CFA - PD4
CFP - Financial Planning4
CIM - CIM Professional development4
CIWM - CIWM Professional development4
FSRA - Life Insurance4
ICBC - Life Insurance4
ICM - Life Insurance4
ICS - Life Insurance4
IIROC - Professional Development4
MFDA - Professional Development4
MTI - MTI4
PFP - PFP Professional development4
QAFP - Financial Planning4
Tax Planning for Small Businesses
AccreditationCredits
ADVOCIS - Structured Learning CE1
AIC - Life Insurance1
CFA Institute - CFA - PD1
CFP - Financial Planning1
CIM - CIM Professional development1
CIWM - CIWM Professional development1
FSRA - Life Insurance1
ICBC - Life Insurance1
ICM - Life Insurance1
ICS - Life Insurance1
IIROC - Professional Development1
MFDA - Professional Development1
MTI - MTI1
PFP - PFP Professional development1
QAFP - Financial Planning1

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
Tests 1 Per Module
Test Format Online
Test Length May vary – typically 20 to 30 questions
Question Format Multiple Choice
Attempts Allowed Per Exam 3
Passing Grade 70%