Hours of Study: 20 – 30 Hours

Enrolment Period: 6 Months

What Continuing Education (CE) credits will you earn?

CIWM Professional development15
PFP Professional development25
CFP Financial Planning25
QAFP Financial Planning25
ADVOCIS Structured Learning CE25

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
Creation, Kinds and Aspects of Trusts 10%
Perpetuities, Accumulation, Vesting 6%
Variation, Termination, Renunciation of Interests 6%
Appointment, Replacement, Removal, Resignation (Trustees and Executors) 10%
Powers and Duties of Trustees 14%
Compensation, & Indemnity’ Breach of Trust & Liability 12%
Will Challenges & Family Law 10%
Estate Debts, Claims and Legal Actions 12%
Identification of Beneficiaries/Special Circumstances 10%
Gifts and Legacies in Special Circumstances 10%

What is the exam structure?

Structure Information
Number of Exams 1
Exam Format Online
Exam Length 1.5 hours
Question Format Multiple Choice
Questions Per Exam 50
Attempts Allowed Per Exam 2
Passing Grade 70%
Assignments None

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