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Hours of Study: 25 – 50 Hours

Enrolment Period: 6 Months

What is the exam weighting?

Exam Topics Weighting
Understanding the Client’s Business Needs 35%
Proposing Business Solutions 40%
Managing the Client’s Loan Portfolio 25%

What is the exam structure?

Structure Information
Exam 1
Exam Format Online
Exam Duration 45 minutes
Question Format Multiple-choice
Questions Per Exam 20
Attempts Allowed Per Exam 3
Passing Grade 60%
Assignments None

What Continuing Education (CE) credits will you earn?

CSF Insurance of Persons10
CSF Mutual Funds10
FSRA Life Insurance30
ICM Life Insurance10
ICS Life Insurance10
ICBC Life Insurance10
AIC Life Insurance30
CIRO-MF Professional Development20
CIM Professional development40

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. More detailed information on CE Credits is available.

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