Hours of Study: 20 – 30 Hours

Enrolment Period: 6 Months

What Continuing Education (CE) credits will you earn?

AccreditationCredits
CFP Financial Planning25
PFP Professional development25
ADVOCIS Structured Learning CE25
CIWM Professional development15
QAFP Financial Planning25

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?

Exam Topics Weighting
Types of Businesses, Review of Business, Disposition, Taxation of Business 6%
Protection and Valuation of Assets 20%
Ongoing Management of a Private Corporation 10%
Introduction to Farms 4%
Multi-Jurisdictional Succession and Foreign Asset Management 10%
Non-Traditional Asset Classes, International Investing 8%
Portfolio Solution Fundamentals 15%
Managing Investment Risk 15%
Trustee Investments 12%

What is the exam structure?

Structure Information
Number of Exams 1
Exam Format Online
Exam Duration 1.5 hours
Question Format Multiple-choice
Questions Per Exam 50
Attempts Allowed Per Exam 2
Passing Grade 70%
Assignments None

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