Hours of Study: 40 – 50 Hours

Enrolment Period: 1 Year

What is the exam weighting?

Exam Topics Weighting
Financial Planning Process 8%
Financial Planning Practice 12%
Behavioural Finance 12%
Business Law 17%
Family Law 17%
Insurance Planning 22%
Financial Planning for Snowbirds 12%

What is the exam structure?

Structure Information
Exams 1
Exam Format Proctored (remote or in-person at a test centre)
Exam Duration 1.5 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
ICBC Life Insurance30
CIM Professional development20
ICS Life Insurance10
FSRA Life Insurance30
ADVOCIS Structured Learning CE30
ICM Life Insurance7
MTI20
AIC Life Insurance30
CIRO-ID Professional Development20
PFP Professional development20
CIRO-MF 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. More detailed information on CE Credits is available.

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