Investment & Tax Planning - Quebec (ITP)

Hours of Study: 70 – 90 Hours

Enrolment Period: 1 Year

What Continuing Education (CE) credits will you earn?

AccreditationCredits
ADVOCIS Structured Learning CE45
CSF General Subjects 7
CSF Mutual Funds3

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. More detailed information on CE Credits is available.

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%

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