CSI will be performing maintenance on June 22nd from 7:00 PM to 12:00 AM EST. Exam scheduling will be unavailable. Existing exam bookings will not be impacted. Please do not submit support tickets for scheduling issues during this time.

Hours of Study: 80 – 100 Hours

Enrolment Period: 1 Year

What Continuing Education (CE) credits will you earn?

AccreditationCredits
PFP Professional development45
CFP Financial Planning45
QAFP Financial Planning45

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.

What is the exam weighting (Common Law)?

Exam Topics Weighting
Estates, Trusts & Agencies 8%
Wills 20%
Intestate Succession 7%
Probate 5%
Estate Administration 20%
Introduction to Taxation of Estates & Trusts 10%
Legal Representation (Common Law) or The Administration of the Property of Others (Civil Code) 5%
Introduction to Investing 10%
Estate & Trust Accounting 15%

What is the exam weighting (Quebec Only)?

Exam Topics Weighting
Estates, Trusts & Agencies 8%
Wills 20%
Intestate Succession 7%
Estate Administration 20%
Introduction to Taxation of Estates & Trusts 11%
Legal Representation (Administration of the Property of Others in Quebec) 10%
Introduction to Investing 10%
Estate & Trust Accounting 14%

What is the exam structure?

Structure Information
Exam 1
Exam Format Online
Exam Duration 3 hours
Question Format Multiple-choice
Questions Per Exam 100
Attempts Allowed Per Exam 3
Passing Grade 60%
Assignments None

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