Hours of Study: 70 – 90 Hours

Enrolment Period: 1 Year

What is the exam weighting?

Exam Topics Weighting
Understanding and communicating with the Client 15%
Micro and Macro Economics 4%
The Financial Planning Process 7%
Fundamental Concepts 6%
Finance Applications 15%
Constructing and Analyzing Personal Financial Statements 17%
Types of Consumer Credit 7%
Debt Affordability & Credit Management 16%
Borrowing to Invest 2%
Financing: Automobile, Housing, Post Secondary Education 11%

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 90
Attempts Allowed Per Exam
Passing Grade 60%
Assignments None

What Continuing Education (CE) credits will you earn?

AccreditationCredits
CSF Insurance of Persons10
CSF Mutual Funds10
CIRO-MF Professional Development10
ADVOCIS Structured Learning CE45

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.