Personal Financial Services Advice (PFSA)

Hours of Study: 50 – 70 Hours

Enrolment Period: 1 Year

What Continuing Education (CE) credits will you earn?

AccreditationCredits
ICBC Life Insurance30
FSRA Life Insurance30
ICS Life Insurance5
MTI MTI30
CIM CIM Professional development40
CSF Compliance 10
CSF Mutual Funds10
AIC Life Insurance30
MFDA Professional Development10
MFDA Business Conduct - Other10

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 Weightings
Building Relationships 15%
Communication and Collaboration 7%
Micro & Macroeconomics 10%
Personal Financial Statements 14%
Financial Math; Time Value of Money 13%
Needs Based Sales Approach 8%
Recommending Solutions 8%
Ethics in Bank Advisory Services 5%
Know Your Client and Risk Management 15%
Regulatory Organizations and Banking 5%

What is the exam structure?

Structure Information
Exams 1
Exam Format Online
Exam Duration 90 minutes
Question Format Multiple-choice
Questions Per Exam 60
Attempts Allowed Per Exam 2
Passing Grade 60%
Assignments None

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