Hours of Study: 90 – 125 Hours

Enrolment Period: 1 Year

What is the exam weighting?

Exam Topics Weighting
Basics of Insurance
Risk and Insurance in Financial Planning 10%
The Insurance Industry 6%
Insurance as a Contract 10%
Group Insurance and Government Programs 10%
Retirement Planning
Retirement Planning 20%
Retirement Management 10%
Basics of Estate Planning
Intestacy 5%
Wills and Powers of Attorneys 10%
Probate and Forms of Property Ownership, Transfer 12%
Family Law 7%

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 100 (Approximately 75 Stand alone and 25 Case question)
Attempts Allowed Per Exam
Passing Grade 60%
Assignments None

What Continuing Education (CE) credits will you learn?

CSF Insurance of Persons10
CSF Mutual Funds10
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.

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