Hours of Study: 110 – 150 Hours

Enrolment Period: 1 Year

What is the exam weighting?

Exam Topics Weighting
Financial Planning Practice 10%
Savings Planning & Debt Management 10%
Investment and Tax Planning 10%
Retirement Planning 20%
Insurance Planning 10%
Financial Planning for Small Business 15%
Family Law 15%
Estate Planning 10%

What is the exam structure?

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

What Continuing Education (CE) credits will you earn?

AccreditationCredits
ICS Life Insurance30
FSRA Life Insurance30
ADVOCIS Structured Learning CE20
MTI20
CIM Professional development20
AIC Life Insurance30
CSF Mutual Funds10
CSF Insurance of Persons10
PFP Professional development20
CIWM Professional development20
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.

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