What Continuing Education (CE) credits will you earn?
Accreditation
Credits
CIWM Professional development
9
PFP Professional development
20
CIM Professional development
20
QAFP General CE
20
CFP General CE
20
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
