Hours of Study: 80 – 110 Hours

Enrolment Period: 1 Year

What is the exam weighting?

Exam Topics Weighting
Investment Fundamentals (50%)
Financial Asset Classes 6%
Risk & Return 16%
Money Market Instruments 6%
Fixed Income 12%
Equity 7%
Mutual Funds 3%
Personal Taxation Fundamentals (50%)
Introduction to Personal Tax Planning 6%
Calculating Total Income 23%
Maximizing Deductions 12%
Deferred Income Plans 9%

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 50
Attempts Allowed Per Exam
Passing Grade 60%

What Continuing Education (CE) credits will you earn?

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.