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?
| Attracting Clients in the High Net Worth Market | |
| Accreditation | Credits |
|---|---|
| ADVOCIS - Structured Learning CE | 2 |
| AIC - Life Insurance | 2 |
| CIM - CIM Professional development | 2 |
| CIRO-ID - Professional Development | 2 |
| CIRO-MF - Professional Development | 2 |
| DFSA - Professional Development | 2 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2 |
| ICM - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| MTI - MTI | 2 |
| PFP - PFP Professional development | 2 |
| Behavioural Finance | |
| 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 |
| ICBC - Life Insurance | 2 |
| ICM - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| PFP - PFP Professional development | 2 |
| Dealing with Affluent Clients | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 1 |
| AIC - Life Insurance | 1 |
| CFP - General CE | 1 |
| CIM - CIM Professional development | 1 |
| CIRO-ID - Professional Development | 1 |
| CIRO-MF - Professional Development | 1 |
| DFSA - Professional Development | 1 |
| FSRA - Life Insurance | 1 |
| ICBC - Life Insurance | 1 |
| ICM - Life Insurance | 1 |
| ICS - Life Insurance | 1 |
| PFP - PFP Professional development | 1 |
| Dealing with Family Dynamics | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 1.5 |
| AIC - Life Insurance | 1.5 |
| CFP - General CE | 1.5 |
| CIM - CIM Professional development | 1.5 |
| CIRO-ID - Professional Development | 1.5 |
| CIRO-MF - Professional Development | 1.5 |
| DFSA - Professional Development | 1.5 |
| FSRA - Life Insurance | 1.5 |
| ICBC - Life Insurance | 1.5 |
| ICM - Life Insurance | 1.5 |
| ICS - Life Insurance | 1.5 |
| PFP - PFP Professional development | 1.5 |
| Evaluating Client Profitability | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 0.5 |
| AIC - Life Insurance | 0.5 |
| CIM - CIM Professional development | 0.5 |
| CIRO-ID - Professional Development | 0.5 |
| CIRO-MF - Professional Development | 0.5 |
| DFSA - Professional Development | 0.5 |
| FSRA - Life Insurance | 0.5 |
| ICBC - Life Insurance | 0.5 |
| ICM - Life Insurance | 0.5 |
| ICS - Life Insurance | 0.5 |
| MTI - MTI | 0.5 |
| PFP - PFP Professional development | 0.5 |
| Final Test - Succession Planning for Advisors | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 1 |
| CIM - CIM Professional development | 1 |
| CIRO-ID - Professional Development | 1 |
| CIWM - CIWM Professional development | 1 |
| DFSA - Professional Development | 1 |
| MTI - MTI | 1 |
| PFP - PFP Professional development | 1 |
| Leveraging Professional Relationships | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 0.5 |
| AIC - Life Insurance | 0.5 |
| CFP - General CE | 0.5 |
| CIM - CIM Professional development | 0.5 |
| CIRO-ID - Professional Development | 0.5 |
| CIRO-MF - Professional Development | 0.5 |
| DFSA - Professional Development | 0.5 |
| FSRA - Life Insurance | 0.5 |
| ICBC - Life Insurance | 0.5 |
| ICM - Life Insurance | 0.5 |
| ICS - Life Insurance | 0.5 |
| PFP - PFP Professional development | 0.5 |
| Life Stages and Transitions | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 1 |
| AIC - Life Insurance | 1 |
| CFP - General CE | 1 |
| CIM - CIM Professional development | 1 |
| CIRO-ID - Professional Development | 1 |
| CIRO-MF - Professional Development | 1 |
| DFSA - Professional Development | 1 |
| FSRA - Life Insurance | 1 |
| ICBC - Life Insurance | 1 |
| ICM - Life Insurance | 1 |
| ICS - Life Insurance | 1 |
| PFP - PFP Professional development | 1 |
| Objectives Based Approach to Client Discovery | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 1.5 |
| AIC - Life Insurance | 1.5 |
| CFP - General CE | 1.5 |
| CIM - CIM Professional development | 1.5 |
| CIRO-ID - Professional Development | 1.5 |
| CIRO-MF - Professional Development | 1.5 |
| DFSA - Professional Development | 1.5 |
| FSRA - Life Insurance | 1.5 |
| ICBC - Life Insurance | 1.5 |
| ICM - Life Insurance | 1.5 |
| ICS - Life Insurance | 1.5 |
| PFP - PFP Professional development | 1.5 |
View CE credits for all CSI courses and all associations.
Please note: 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.