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?
| Alternative Assets and Private Equity | |
| Accreditation | Credits |
|---|---|
| ADVOCIS - Structured Learning CE | 3 |
| CIM - CIM Professional development | 3 |
| CIRO-ID - Professional Development | 3 |
| CIRO-MF - Professional Development | 3 |
| CSF - Mutual Funds | 3 |
| DFSA - Professional Development | 3 |
| IPF - SFPA | 3 |
| MTI - MTI | 3 |
| PFP - PFP Professional development | 3 |
| Alternative Strategies: Hedge Funds and Liquid Alts | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 6 |
| AIC - Life Insurance | 3 |
| CIM - CIM Professional development | 6 |
| CIRO-ID - Professional Development | 6 |
| CIRO-MF - Professional Development | 6 |
| CSF - Mutual Funds | 6 |
| DFSA - Professional Development | 6 |
| FSRA - Life Insurance | 3 |
| ICBC - Life Insurance | 3 |
| ICM - Life Insurance | 3 |
| ICS - Life Insurance | 3 |
| IPF - SFPA | 6 |
| MTI - MTI | 6 |
| PFP - PFP Professional development | 6 |
| Exempt Securities Market | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 1.5 |
| CFA Institute - CFA - PD | 1.5 |
| CFP - General CE | 1.5 |
| CIM - CIM Professional development | 1.5 |
| CIM - Professional Development | 1.5 |
| CIRO-ID - Professional Development | 1.5 |
| CIRO-MF - Professional Development | 1.5 |
| CSF - Mutual Funds | 1 |
| DFSA - Professional Development | 1.5 |
| IPF - SFPA | 1 |
| MTI - MTI | 1.5 |
| PFP - PFP Professional development | 1.5 |
| QAFP - General CE | 1.5 |
| Impediments to Wealth Accumulation | |
| 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 |
| ICBC - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| IPF - SFPA | 2 |
| MTI - MTI | 2 |
| PFP - PFP Professional development | 2 |
| International Investing | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 1.25 |
| CFP - General CE | 1.25 |
| CIM - CIM Professional development | 1.5 |
| CIRO-ID - Professional Development | 1.5 |
| CIRO-MF - Professional Development | 1.5 |
| CSF - Mutual Funds | 1 |
| DFSA - Professional Development | 1.5 |
| IPF - SFPA | 1 |
| PFP - PFP Professional development | 1.5 |
| Managing Your Client's Investment Risk | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 3.5 |
| CFP - General CE | 3.5 |
| CIM - CIM Professional development | 3.5 |
| CIRO-ID - Professional Development | 3.5 |
| CIRO-MF - Professional Development | 3.5 |
| CSF - Mutual Funds | 3 |
| DFSA - Professional Development | 3.5 |
| IPF - SFPA | 3 |
| PFP - PFP Professional development | 3.5 |
| Portfolio Solutions | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 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 |
| IPF - SFPA | 2 |
| PFP - PFP Professional development | 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.