Practice Management In High Net Worth Segment (PMHW)

CE Finder Tool

Explore courses to fulfill your continuing education requirements.

Get Started

Enrolment Period: 1 Year

What Continuing Education (CE) credits will you earn?

- Course Level Accreditation -
AccreditationCredits
CSF - General Subjects 3
CSF - Insurance of Persons3
CSF - Mutual Funds4
MFDA - Professional Development10
Attracting Clients in the High Net Worth Market
AccreditationCredits
ADVOCIS - Structured Learning CE2
AIC - Life Insurance2
CFA Institute - CFA - PD2
CFP - Practice Management2
CIM - CIM Professional development2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
IIROC - Professional Development2
MFDA - Professional Development2
PFP - PFP Professional development2
QAFP - Practice Management2
Behavioural Finance
AccreditationCredits
ADVOCIS - Structured Learning CE2
AIC - Life Insurance2
CFA Institute - CFA - PD2
CFP - Practice Management2
CIM - CIM Professional development2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
IIROC - Professional Development2
MFDA - Professional Development2
PFP - PFP Professional development2
QAFP - Practice Management2
Dealing with Affluent Clients
AccreditationCredits
ADVOCIS - Structured Learning CE1
AIC - Life Insurance1
CFA Institute - CFA - PD1
CFP - Practice Management1
CIM - CIM Professional development1
FSRA - Life Insurance1
ICBC - Life Insurance1
ICM - Life Insurance1
ICS - Life Insurance1
IIROC - Professional Development1
MFDA - Professional Development1
PFP - PFP Professional development1
QAFP - Practice Management1
Dealing with Family Dynamics
AccreditationCredits
ADVOCIS - Structured Learning CE1.5
AIC - Life Insurance1.5
CFA Institute - CFA - PD1.5
CFP - Practice Management1.5
CIM - CIM Professional development1.5
FSRA - Life Insurance1.5
ICBC - Life Insurance1.5
ICM - Life Insurance1.5
ICS - Life Insurance1.5
IIROC - Professional Development1.5
MFDA - Professional Development1.5
PFP - PFP Professional development1.5
QAFP - Practice Management1.5
Evaluating Client Profitability
AccreditationCredits
ADVOCIS - Structured Learning CE0.5
AIC - Life Insurance0.5
CFA Institute - CFA - PD0.5
CFP - Practice Management0.5
CIM - CIM Professional development0.5
FSRA - Life Insurance0.5
ICBC - Life Insurance0.5
ICM - Life Insurance0.5
ICS - Life Insurance0.5
IIROC - Professional Development0.5
MFDA - Professional Development0.5
PFP - PFP Professional development0.5
QAFP - Practice Management0.5
Leveraging Professional Relationships
AccreditationCredits
ADVOCIS - Structured Learning CE0.5
AIC - Life Insurance0.5
CFP - Practice Management0.5
CIM - CIM Professional development0.5
FSRA - Life Insurance0.5
ICBC - Life Insurance0.5
ICM - Life Insurance0.5
ICS - Life Insurance0.5
IIROC - Professional Development0.5
MFDA - Professional Development0.5
PFP - PFP Professional development0.5
QAFP - Practice Management0.5
Life Stages and Transitions
AccreditationCredits
ADVOCIS - Structured Learning CE1
AIC - Life Insurance1
CFA Institute - CFA - PD1
CFP - Practice Management1
CIM - CIM Professional development1
FSRA - Life Insurance1
ICBC - Life Insurance1
ICM - Life Insurance1
ICS - Life Insurance1
IIROC - Professional Development1
MFDA - Professional Development1
PFP - PFP Professional development1
QAFP - Practice Management1
Objectives Based Approach to Client Discovery
AccreditationCredits
ADVOCIS - Structured Learning CE1.5
AIC - Life Insurance1.5
CFA Institute - CFA - PD1.5
CFP - Practice Management1.5
CIM - CIM Professional development1.5
FSRA - Life Insurance1.5
ICBC - Life Insurance1.5
ICM - Life Insurance1.5
ICS - Life Insurance1.5
IIROC - Professional Development1.5
MFDA - Professional Development1.5
PFP - PFP Professional development1.5
QAFP - Practice Management1.5

View CE credits for all CSI courses and all associations.

Please note: 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 charts above may be subject to change.

What is the quiz structure?

Structure Information
Tests 1 Per Module
Test Format Online
Test Length May vary – typically 20 to 30 questions
Question Format Multiple Choice
Attempts Allowed Per Exam 3
Passing Grade 70%