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| 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% |
| 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 |
| Accreditation | Credits |
|---|---|
| ICS Life Insurance | 5 |
| ICM Life Insurance | 10 |
| IPF SFPA | 15 |
| IPF SC | 5 |
| AIC Life Insurance | 20 |
| CSF Compliance | 10 |
| CSF Mutual Funds | 10 |
| ICBC Life Insurance | 30 |
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.