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?

AccreditationCredits
ADVOCIS Structured Learning CE45

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.