Hours of Study: 70 – 90 Hours

Enrolment Period: 1 Year

What is the exam weighting?

Exam Topics Weighting
Investments and Portfolio Management 50%
Yield Curve 6%
Derivative Securities 6%
Asset Allocation & Performance Measurement 16%
Overview of the Financial Markets 12%
Segregated Funds 10%
Tax Planning 50%
Liability for Tax and other tax considerations 16%
Non-Arm’s Length transfers; Income Splitting and Attribution Rules 16%
Taxation Aspects of Personal Trusts 10%
Overview of Business Taxation 8%

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 General Subjects 7
CSF Mutual Funds3
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.

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