CSI will be performing system maintenance on Saturday May 11th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

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?

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

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.