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 |
3 |
| Passing Grade |
60% |
| Assignments |
None |
What Continuing Education (CE) credits will you earn?
| Accreditation | Credits |
|---|
| CSF Mutual Funds | 10 |
| FSRA Life Insurance | 30 |
| ICM Life Insurance | 10 |
| ICS Life Insurance | 10 |
| AIC Life Insurance | 30 |
| CIRO-MF Professional Development | 10 |
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.
