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: 90 – 140 Hours

Enrolment Period: 1 Year

What is the IFC exam weighting?

Exam Topics Weightings
Introduction to the Mutual Funds Marketplace 13%
The Know Your Client Communication Process 19%
Understanding Investment Products and Portfolios 18%
The Modern Mutual Fund 5%
Analysis of Mutual Funds 10%
Understanding Alternative Managed Products 3%
Evaluating and Selecting Mutual Funds 16%
Ethics, Compliance, and Mutual Fund Regulation 16%

What is the IFC 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 100
Attempts Allowed Per Exam 3
Passing Grade 60%
Assignments None

What Continuing Education (CE) credits will you earn?

ICS Life Insurance5
FSRA Life Insurance30
ADVOCIS Structured Learning CE30
ICM Life Insurance10
AIC Life Insurance30
ICBC Life Insurance30
CSF Compliance 10
CSF Mutual Funds10

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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