Enrolment Period: 1 Year
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% |
What Continuing Education (CE) credits will you earn?
| Business Succession Planning | |
| Accreditation | Credits |
|---|---|
| ADVOCIS - Structured Learning CE | 4 |
| AIC - Life Insurance | 4 |
| CIM - CIM Professional development | 4 |
| CIRO-ID - Professional Development | 4 |
| CIRO-MF - Professional Development | 4 |
| CSF - Mutual Funds | 4 |
| DFSA - Professional Development | 4 |
| FSRA - Life Insurance | 4 |
| ICM - Life Insurance | 4 |
| ICS - Life Insurance | 4 |
| IPF - SFPA | 4 |
| MTI - MTI | 4 |
| PFP - PFP Professional development | 4 |
| Creating Client Awareness of Wealth Transfer Issues | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 2 |
| AIC - Life Insurance | 2 |
| CFP - General CE | 2 |
| CIM - CIM Professional development | 2 |
| CIRO-ID - Professional Development | 2 |
| CIRO-MF - Professional Development | 2 |
| DFSA - Professional Development | 2 |
| FSRA - Life Insurance | 2 |
| ICM - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| IPF - SFPA | 2 |
| PFP - PFP Professional development | 2 |
| Planned Charitable Giving for Estate Planning Purposes | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 2 |
| AIC - Life Insurance | 2 |
| CFP - General CE | 2 |
| CIM - CIM Professional development | 2 |
| CIRO-ID - Professional Development | 2 |
| CIRO-MF - Professional Development | 2 |
| CSF - Mutual Funds | 2 |
| DFSA - Professional Development | 2 |
| FSRA - Life Insurance | 2 |
| ICM - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| IPF - SFPA | 2 |
| PFP - PFP Professional development | 2 |
| Preparing Clients for the Inevitable | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 2.5 |
| AIC - Life Insurance | 2.5 |
| CFA Institute - CFA - PD | 2.5 |
| CFP - General CE | 2.5 |
| CIM - CIM Professional development | 2.5 |
| CIRO-ID - Professional Development | 2.5 |
| CIRO-MF - Professional Development | 2.5 |
| CSF - Mutual Funds | 3 |
| DFSA - Professional Development | 2.5 |
| FSRA - Life Insurance | 2.5 |
| ICM - Life Insurance | 2.5 |
| ICS - Life Insurance | 2.5 |
| IPF - SFPA | 3 |
| PFP - PFP Professional development | 2.5 |
| QAFP - General CE | 2.5 |
| Tax Planning for Wealth Transfer | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 3.5 |
| AIC - Life Insurance | 3.5 |
| CFP - General CE | 3.5 |
| CIM - CIM Professional development | 3.5 |
| CIRO-ID - Professional Development | 4.5 |
| CIRO-MF - Professional Development | 4.5 |
| CSF - Mutual Funds | 5 |
| DFSA - Professional Development | 4.5 |
| FSRA - Life Insurance | 3.5 |
| ICM - Life Insurance | 3.5 |
| ICS - Life Insurance | 3.5 |
| IPF - SFPA | 5 |
| PFP - PFP Professional development | 3.5 |
| Trusts as an Estate Planning Tool | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 2.5 |
| AIC - Life Insurance | 2.5 |
| CFP - General CE | 2.5 |
| CIM - CIM Professional development | 2.5 |
| CIRO-ID - Professional Development | 2.5 |
| CIRO-MF - Professional Development | 2.5 |
| CSF - Mutual Funds | 4 |
| DFSA - Professional Development | 2.5 |
| FSRA - Life Insurance | 2.5 |
| ICM - Life Insurance | 2.5 |
| ICS - Life Insurance | 2.5 |
| IPF - SFPA | 2 |
| PFP - PFP Professional development | 2.5 |
| Wealth Transfer and the Family | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 2.5 |
| AIC - Life Insurance | 2.5 |
| CFA Institute - CFA - PD | 2.5 |
| CFP - General CE | 2.5 |
| CIM - CIM Professional development | 2.5 |
| CIRO-ID - Professional Development | 2.5 |
| CIRO-MF - Professional Development | 2.5 |
| CSF - Mutual Funds | 2 |
| DFSA - Professional Development | 2.5 |
| FSRA - Life Insurance | 2.5 |
| ICM - Life Insurance | 2.5 |
| ICS - Life Insurance | 2.5 |
| IPF - SFPA | 2 |
| PFP - PFP Professional development | 2.5 |
| QAFP - General CE | 2.5 |
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.