Estate Planning For High Net Worth Clients (EPHW)

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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
MFDA - Professional Development20
Business Succession Planning
AccreditationCredits
CFA Institute - CFA - PD4
CFP - Financial Planning4
CIM - CIM Professional development4
ICM - Life Insurance4
IIROC - Professional Development4
MFDA - Professional Development4
MTI - MTI4
PFP - PFP Professional development4
QAFP - Financial Planning4
Creating Client Awareness of Wealth Transfer Issues
AccreditationCredits
AIC - Life Insurance2
CFA Institute - CFA - PD2
CFP - Financial Planning2
CIM - CIM Professional development2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
IIROC - Professional Development2
MFDA - Professional Development2
PFP - PFP Professional development2
QAFP - Financial Planning2
Planned Charitable Giving for Estate Planning Purposes
AccreditationCredits
AIC - Life Insurance2
CFA Institute - CFA - PD2
CFP - Financial Planning2
CIM - CIM Professional development2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
IIROC - Professional Development2
MFDA - Professional Development2
PFP - PFP Professional development2
QAFP - Financial Planning2
Preparing Clients for the Inevitable
AccreditationCredits
AIC - Life Insurance2.5
CFA Institute - CFA - PD2.5
CFP - Financial Planning2.5
CIM - CIM Professional development2.5
FSRA - Life Insurance2.5
ICBC - Life Insurance2.5
ICM - Life Insurance2.5
ICS - Life Insurance2.5
IIROC - Professional Development2.5
PFP - PFP Professional development2.5
QAFP - Financial Planning2.5
Tax Planning for Wealth Transfer
AccreditationCredits
AIC - Life Insurance3.5
CFA Institute - CFA - PD3.5
CFP - Financial Planning3.5
CIM - CIM Professional development3.5
FSRA - Life Insurance3.5
ICBC - Life Insurance3.5
ICM - Life Insurance3.5
ICS - Life Insurance3.5
IIROC - Professional Development4.5
MFDA - Professional Development4.5
PFP - PFP Professional development3.5
QAFP - Financial Planning3.5
Trusts as an Estate Planning Tool
AccreditationCredits
AIC - Life Insurance2.5
CFA Institute - CFA - PD2.5
CFP - Financial Planning2.5
CIM - CIM Professional development2.5
FSRA - Life Insurance2.5
ICBC - Life Insurance2.5
ICM - Life Insurance2.5
ICS - Life Insurance2.5
IIROC - Professional Development2.5
MFDA - Professional Development2.5
PFP - PFP Professional development2.5
QAFP - Financial Planning2.5
Wealth Transfer and the Family
AccreditationCredits
AIC - Life Insurance2.5
CFA Institute - CFA - PD2.5
CFP - Financial Planning2.5
CIM - CIM Professional development2.5
FSRA - Life Insurance2.5
ICBC - Life Insurance2.5
ICM - Life Insurance2.5
ICS - Life Insurance2.5
IIROC - Professional Development2.5
MFDA - Professional Development2.5
PFP - PFP Professional development2.5
QAFP - Financial Planning2.5

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.

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%