Hours of Study: 95 – 125 Hours

Enrolment Period: 1 Year

What is the exam weighting?

Exam Topics Weighting
Insurance Products (35%)
Property & Auto 6%
Life Insurance 12%
Disability, Heath and Critical Illness 9%
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
Passing Grade 60%

What Continuing Education (CE) credits will you earn?

ADVOCIS Structured Learning CE45
CSF Mutual Funds10
CSF Insurance of Persons10
MFDA Professional Development20

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.