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Certificate in Quantitative Finance (CQF)
A globally recognized program for professionals advancing into quantitative finance, risk, and derivatives.
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CFSA: Preferred Credential for Personal Bankers
Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Meet CE Requirements Quickly and Easily
Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
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Drive Effective Client Conversations
Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
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Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
- Exams & Administration
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Canadian Securities Course CSC®
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Preparing to Take Your CSI Exam?
Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
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Credentials That Matter
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FCSI® – The Highest Honour in Financial Services
Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI (FCSI®).
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PFP® – The Premier Credential for Financial Planners
Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
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CIM® – The Recognized Credential for Investment Managers
Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
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CIWM – The Leading Credential for Wealth Managers
Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
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MTI® – Prestigious Credential for Trust & Wealth Managers
Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
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Firm Training Program
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Webinars to Boost Financial Literacy
During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
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CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
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CSI & Fitch Learning: Shaping the Future of Financial Learning Together
The CSI brand will continue, as will its stewardship of the industry’s renowned certifications and designations.
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Hours of Study: 100 – 145 Hours
Enrolment Period: 1 Year
What is the exam weighting ?
LLQP INSURANCE COURSE – END OF MODULE TEST WEIGHTINGS
LLQP INSURANCE COURSE – COMMON LAW
(Prerequisite Course to Qualify to Write the Provincial Life Licence Qualification Program (Llqp) Examination for All Provinces and Territories Excluding Quebec)
| EXAM STRUCTURE (LLQP Insurance Course – Common Law) (weightings are approximate) |
Weighting |
|---|---|
| Life Insurance – End-of-Module Test | |
| Assess the client’s needs and situation | 35% |
| Analyze the available products that meet the client’s needs | 30% |
| Implement a recommendation adapted to the client’s needs and situation | 25% |
| Provide customer service during the validity period of the coverage | 10% |
| Accident and Sickness – End-of-Module Test | |
| Assess the client’s needs and situation | 35% |
| Analyze the available products that meet the client’s needs | 30% |
| Implement a recommendation adapted to the client’s needs and situation | 25% |
| Provide customer service during the validity period of the coverage | 10% |
| Segregated Funds and Annuities – End-of-Module Test | |
| Assess the client’s needs and situation | 35% |
| Analyze the available products that meet the client’s needs | 30% |
| Implement a recommendation adapted to the client’s needs and situation | 25% |
| Provide customer service during the validity period of the coverage | 10% |
| Ethics and Professional Practice (For All Provinces & Territories except Quebec) – End-of-Module Test | |
| Integrate into practice the legal aspects of insurance and annuity contracts | 60% |
| Integrate into practice the rules governing the activities of life insurance | 40% |
LLQP INSURANCE COURSE – CIVIL CODE (QUEBEC)
(Prerequisite Course to Qualify to Write the Provincial Life Licence Qualification Program (Llqp) Examination for the Province of Quebec Only)
| EXAM STRUCTURE (LLQP Insurance Course – Civil Code) (weightings are approximate) |
Weighting |
|---|---|
| Life Insurance – End-of-Module Test | |
| Assess the client’s needs and situation | 35% |
| Analyze the available products that meet the client’s needs | 30% |
| Implement a recommendation adapted to the client’s needs and situation | 25% |
| Provide customer service during the validity period of the coverage | 10% |
| Accident and Sickness – End-of-Module Test | |
| Assess the client’s needs and situation | 35% |
| Analyze the available products that meet the client’s needs | 30% |
| Implement a recommendation adapted to the client’s needs and situation | 25% |
| Provide customer service during the validity period of the coverage | 10% |
| Segregated Funds and Annuities – End-of-Module Test | |
| Assess the client’s needs and situation | 35% |
| Analyze the available products that meet the client’s needs | 30% |
| Implement a recommendation adapted to the client’s needs and situation | 25% |
| Provide customer service during the validity period of the coverage | 10% |
| Ethics and Professional Practice (Quebec only) – End-of-Module Test | |
| Understand the legal framework governing insurance of persons | 20% |
| Integrate into practice the legal aspects of insurance and annuity contracts | 40% |
| Integrate into practice the rules governing the activities of representatives in insurance of persons | 40% |
LLQP INSURANCE COURSE – CANADA
(Prerequisite Course to Qualify to Write the Provincial Life Licence Qualification Program (Llqp) Examination for All Provinces and Territories Including Quebec)
| EXAM STRUCTURE (LLQP Insurance Course – Canada) (weightings are approximate) |
Weighting |
|---|---|
| Life Insurance – End-of-Module Test | |
| Assess the client’s needs and situation | 35% |
| Analyze the available products that meet the client’s needs | 30% |
| Implement a recommendation adapted to the client’s needs and situation | 25% |
| Provide customer service during the validity period of the coverage | 10% |
| Accident and Sickness – End-of-Module Test | |
| Assess the client’s needs and situation | 35% |
| Analyze the available products that meet the client’s needs | 30% |
| Implement a recommendation adapted to the client’s needs and situation | 25% |
| Provide customer service during the validity period of the coverage | 10% |
| Segregated Funds and Annuities – End-of-Module Test | |
| Assess the client’s needs and situation | 35% |
| Analyze the available products that meet the client’s needs | 30% |
| Implement a recommendation adapted to the client’s needs and situation | 25% |
| Provide customer service during the validity period of the coverage | 10% |
| Ethics and Professional Practice (For All Provinces & Territories except Quebec) – End-of-Module Test | |
| Integrate into practice the legal aspects of insurance and annuity contracts | 60% |
| Integrate into practice the rules governing the activities of life insurance | 40% |
| Ethics and Professional Practice (Quebec only) – End-of-Module Test | |
| Understand the legal framework governing insurance of persons | 20% |
| Integrate into practice the legal aspects of insurance and annuity contracts | 40% |
| Integrate into practice the rules governing the activities of representatives in insurance of persons | 40% |
LLQP INSURANCE COURSE – FINAL EXAM WEIGHTINGS
LLQP INSURANCE COURSE – COMMON LAW (FINAL EXAM WEIGHTINGS)
(Prerequisite Course to Qualify to Write the Provincial Life Licence Qualification Program (Llqp) Examination for All Provinces and Territories Excluding Quebec)
| EXAM STRUCTURE (LLQP Insurance Course – Common Law) (weightings are approximate) |
Weighting |
|---|---|
| Life Insurance – LFI | |
| Assess the client’s needs and situation | 9% |
| Analyze the available products that meet the client’s needs | 7% |
| Implement a recommendation adapted to the client’s needs and situation | 6% |
| Provide customer service during the validity period of the coverage | 4% |
| Accident and Sickness – ASI | |
| Assess the client’s needs and situation | 9% |
| Analyze the available products that meet the client’s needs | 7% |
| Implement a recommendation adapted to the client’s needs and situation | 6% |
| Provide customer service during the validity period of the coverage | 4% |
| Segregated Funds and Annuities – SFA | |
| Assess the client’s needs and situation | 9% |
| Analyze the available products that meet the client’s needs | 7% |
| Implement a recommendation adapted to the client’s needs and situation | 6% |
| Provide customer service during the validity period of the coverage | 4% |
| Ethics and Professional Practice (For All Provinces & Territories except Quebec) – EPP | |
| Integrate into practice the legal aspects of insurance and annuity contracts | 12% |
| Integrate into practice the rules governing the activities of life insurance | 10% |
LLQP INSURANCE COURSE – CIVIL CODE (QUEBEC)
(Prerequisite Course to Qualify to Write the Provincial Life Licence Qualification Program (Llqp) Examination for the Province of Quebec Only)
| EXAM STRUCTURE (LLQP Insurance Course – Civil Code) (weightings are approximate) |
Weighting |
|---|---|
| Life Insurance – LFI | |
| Assess the client’s needs and situation | 9% |
| Analyze the available products that meet the client’s needs | 7% |
| Implement a recommendation adapted to the client’s needs and situation | 6% |
| Provide customer service during the validity period of the coverage | 4% |
| Accident and Sickness – ASI | |
| Assess the client’s needs and situation9 | 9% |
| Analyze the available products that meet the client’s needs | 7% |
| Implement a recommendation adapted to the client’s needs and situation | 6% |
| Provide customer service during the validity period of the coverage | 4% |
| Segregated Funds and Annuities – SFA | |
| Assess the client’s needs and situation | 9% |
| Analyze the available products that meet the client’s needs | 7% |
| Implement a recommendation adapted to the client’s needs and situation | 6% |
| Provide customer service during the validity period of the coverage | 4% |
| Ethics and Professional Practice (Quebec only) – EPPQ | |
| Understand the legal framework governing insurance of persons | 5% |
| Integrate into practice the legal aspects of insurance and annuity contracts | 8% |
| Integrate into practice the rules governing the activities of representatives in insurance of persons | 9% |
LLQP INSURANCE COURSE – CANADA
(Prerequisite Course to Qualify to Write the Provincial Life Licence Qualification Program (Llqp) Examination for All Provinces and Territories Including Quebec)
| EXAM STRUCTURE (LLQP Insurance Course – Canada) (weightings are approximate) |
Weighting |
|---|---|
| Life Insurance – LFI | |
| Assess the client’s needs and situation | 8% |
| Analyze the available products that meet the client’s needs | 7% |
| Implement a recommendation adapted to the client’s needs and situation | 6% |
| Provide customer service during the validity period of the coverage | 4% |
| Accident and Sickness – ASI | |
| Assess the client’s needs and situation | 8% |
| Analyze the available products that meet the client’s needs | 7% |
| Implement a recommendation adapted to the client’s needs and situation | 6% |
| Provide customer service during the validity period of the coverage | 4% |
| Segregated Funds and Annuities – SFA | |
| Assess the client’s needs and situation | 8% |
| Analyze the available products that meet the client’s needs | 7% |
| Implement a recommendation adapted to the client’s needs and situation | 6% |
| Provide customer service during the validity period of the coverage | 4% |
| Ethics and Professional Practice (For All Provinces & Territories except Quebec) – EPP | |
| Integrate into practice the legal aspects of insurance and annuity contracts | 6% |
| Integrate into practice the rules governing the activities of life insurance | 6% |
| Ethics and Professional Practice (Quebec only) – EPPQ | |
| Understand the legal framework governing insurance of persons | 5% |
| Integrate into practice the legal aspects of insurance and annuity contracts | 4% |
| Integrate into practice the rules governing the activities of representatives in insurance of persons | 4% |
How is the exam administered?
| Exam Administration | Information |
|---|---|
| Exams | One final exam covering all of the course material. |
| Exam Format | Proctored (remote or in-person at a test centre) |
| Exam Duration | 3 hours |
| Question Format | Multiple-choice Questions |
| Questions Per Exam | 100 Questions |
| Attempts Allowed Per Exam | 3 |
| Passing Grade | 60% |
| Assignments | None |
What Continuing Education (CE) credits will you earn? *
LLQP Insurance Course (Common Law)
| Accident and Sickness Insurance | |
| Accreditation | Credits |
|---|---|
| ADVOCIS - Structured Learning CE | 20 |
| CFA Institute - CFA - PD | 20 |
| CFP - General CE | 20 |
| CIM - CIM Professional development | 20 |
| CIRO-ID - Professional Development | 20 |
| CIRO-MF - Professional Development | 20 |
| CIWM - CIWM Professional development | 20 |
| DFSA - Professional Development | 20 |
| PFP - PFP Professional development | 20 |
| Life Insurance | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 20 |
| CFA Institute - CFA - PD | 20 |
| CFP - General CE | 20 |
| CIM - CIM Professional development | 20 |
| CIRO-ID - Professional Development | 20 |
| CIRO-MF - Professional Development | 20 |
| CIWM - CIWM Professional development | 20 |
| DFSA - Professional Development | 20 |
| PFP - PFP Professional development | 20 |
| Segregated Funds and Annuities | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 20 |
| CFP - General CE | 20 |
| CIM - CIM Professional development | 20 |
| CIRO-ID - Professional Development | 20 |
| CIRO-MF - Professional Development | 20 |
| CIWM - CIWM Professional development | 20 |
| DFSA - Professional Development | 20 |
| PFP - PFP Professional development | 20 |
LLQP Insurance Course (Civil Code)
| Accident and Sickness Insurance | |
| Accreditation | Credits |
|---|---|
| ADVOCIS - Structured Learning CE | 20 |
| CFP - General CE | 20 |
| CIM - CIM Professional development | 20 |
| CIRO-ID - Professional Development | 20 |
| CIRO-MF - Professional Development | 20 |
| CIWM - CIWM Professional development | 20 |
| DFSA - Professional Development | 20 |
| PFP - PFP Professional development | 20 |
| Life Insurance | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 20 |
| CFA Institute - CFA - PD | 20 |
| CFP - General CE | 20 |
| CIM - CIM Professional development | 20 |
| CIRO-ID - Professional Development | 20 |
| CIRO-MF - Professional Development | 20 |
| CIWM - CIWM Professional development | 20 |
| DFSA - Professional Development | 20 |
| MTI - MTI | 20 |
| PFP - PFP Professional development | 20 |
| Segregated Funds and Annuities | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 20 |
| CFP - General CE | 20 |
| CIM - CIM Professional development | 20 |
| CIRO-ID - Professional Development | 20 |
| CIRO-MF - Professional Development | 20 |
| CIWM - CIWM Professional development | 20 |
| DFSA - Professional Development | 20 |
| MTI - MTI | 20 |
| PFP - PFP Professional development | 20 |
LLQP Insurance Course (Canada)
| Accident and Sickness Insurance | |
| Accreditation | Credits |
|---|---|
| ADVOCIS - Structured Learning CE | 20 |
| CFA Institute - CFA - PD | 20 |
| CFP - General CE | 20 |
| CIM - CIM Professional development | 20 |
| CIRO-ID - Professional Development | 20 |
| CIWM - CIWM Professional development | 20 |
| DFSA - Professional Development | 20 |
| PFP - PFP Professional development | 20 |
| Life Insurance | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 20 |
| CFA Institute - CFA - PD | 20 |
| CFP - General CE | 20 |
| CIM - CIM Professional development | 20 |
| CIRO-ID - Professional Development | 20 |
| CIWM - CIWM Professional development | 20 |
| DFSA - Professional Development | 20 |
| MTI - MTI | 20 |
| PFP - PFP Professional development | 20 |
| Segregated Funds and Annuities | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 20 |
| CFP - General CE | 20 |
| CIM - CIM Professional development | 20 |
| CIRO-ID - Professional Development | 20 |
| CIWM - CIWM Professional development | 20 |
| DFSA - Professional Development | 20 |
| MTI - MTI | 20 |
| PFP - PFP Professional development | 20 |
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.
* This is an introductory, foundational course and does not qualify for continuing education with the Insurance Council of British Columbia.
Course Assessment
Each module has a mandatory end-of-module test that you must complete successfully before you can book your final exam. You are permitted three attempts to pass each test. You need a minimum score of 60% on each end-of-module test and also on the final exam to pass the course. The final exam covers all of the course material.
If you plan to sit for a provincial LLQP examination for a life insurance license, you must first complete all the modules required within the LLQP Insurance Course.
Successful completion of the LLQP Insurance Course entitles you to write the provincial LLQP exam in order to obtain a life insurance license. Make certain to enrol in the LLQP course that meets your licensing requirements.
You have up to one year after successfully completing all the modular exams to sit for the corresponding provincial licensing exams. However, it is recommended that you sit for the corresponding LLQP exam as soon as possible after successful completion of the course so that your knowledge and understanding of the subject matter is fresh and current.