Hours of Study: 70 – 90 Hours

Enrolment Period: 1 Year

What is the exam weighting?

Exam Topics Weighting
Managing the Financial Planning Process 20%
Budgeting, Consumer Lending and Mortgages 15%
Taxation 15%
Investments 15%
Retirement 10%
Wills and Power of Attorney 15%
Risk Management and Life Insurance 10%

What is the exam structure?

Structure Information
Exam 1
Exam Format Proctored (remote or in-person at a test centre)
Exam Duration 3 hours
Question Format Multiple-choice
Questions Per Exam 80
Attempts Allowed Per Exam
Passing Grade 60%
Assignments None

What Continuing Education (CE) credits will you earn?

CSF Insurance of Persons10
CSF Mutual Funds10
FSRA Life Insurance30
ICM Life Insurance10
ICS Life Insurance10
ICBC Life Insurance10
AIC Life Insurance30
CIRO-MF Professional Development20
CIM Professional development40

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.