Tax Treatment of life, Disability and health Insurance
8%
Insurance Needs & Business Considerations (30%)
Risk Management Over time & Assessing Life Insurance Needs
12%
Insurance Considerations in Small Business and the Self -Employed
18%
Personal Trusts & Estate Planning (35%)
Personal Trusts
11%
Taxation of Trusts
6%
Estate Planning
13%
Estate Planning for Farmers and Small Business Owners
5%
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
3
Passing Grade
60%
What Continuing Education (CE) credits will you earn?
Accreditation
Credits
CSF Insurance of Persons
10
CSF Mutual Funds
10
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.
