Fundamentals of Financial Planning (FOFP)

Hours of Study: 60 Hours

Enrolment Period: 1 Year

What Continuing Education (CE) credits will you earn?

AccreditationCredits
FSRA Life Insurance30
ADVOCIS Structured Learning CE30
ICM Life Insurance5
MTI MTI9
ICS Life Insurance10
CIM CIM Professional development40
ICBC Life Insurance30
AIC Life Insurance30
IIROC Professional Development20
MFDA Professional Development20

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.

What is the exam weighting?

Exam Topics Weighting
Getting to Know the Client and Assessing Financial Situation 23%
Family Law, Risk Management and Tax Planning 32%
Retirement Planning 30%
Estate Planning 15%
Total 100%

What is the exam structure?

Structure Information
Exam 1
Exam Format Proctored (remote or in-person at a test centre)
Exam Duration 1.5 hours
Question Format Multiple-choice
Questions Per Exam 60
Attempts Allowed Per Exam
Passing Grade 60%

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