What Continuing Education (CE) credits will you earn?
CFP Financial Planning
PFP PFP Professional development
ADVOCIS Structured Learning CE
CIWM CIWM Professional development
QAFP Financial Planning
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?
Types of Businesses, Review of Business, Disposition, Taxation of Business
Protection and Valuation of Assets
Ongoing Management of a Private Corporation
Introduction to Farms
Multi-Jurisdictional Succession and Foreign Asset Management
Non-Traditional Asset Classes, International Investing