Retirement Planning For High Net Worth Clients (RPHW)

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Enrolment Period: 1 Year

What Continuing Education (CE) credits will you earn?

- Course Level Accreditation -
AccreditationCredits
CSF - Insurance of Persons10
CSF - Mutual Funds10
IQPF - SFPA15
MFDA - Professional Development20
Asset Location Strategies
AccreditationCredits
AIC - Life Insurance1
CFA Institute - CFA - PD1
CFP - Financial Planning1
CIM - CIM Professional development1
CSF - Mutual Funds1
FSRA - Life Insurance1
ICBC - Life Insurance1
ICM - Life Insurance1
ICS - Life Insurance1
IIROC - Professional Development1
IQPF - SFPA1
MFDA - Professional Development1
PFP - PFP Professional development1
QAFP - Financial Planning1
Gifting to Family Members
AccreditationCredits
AIC - Life Insurance1
CFA Institute - CFA - PD1
CFP - Financial Planning1
CIM - CIM Professional development1
CSF - Mutual Funds1
FSRA - Life Insurance1
ICBC - Life Insurance1
ICM - Life Insurance1
ICS - Life Insurance1
IIROC - Professional Development1
IQPF - SFPA1
MFDA - Professional Development1
PFP - PFP Professional development1
QAFP - Financial Planning1
Goal Based Investing
AccreditationCredits
AIC - Life Insurance1.5
CFA Institute - CFA - PD1.5
CFP - Financial Planning1.5
CIM - CIM Professional development1.5
CSF - Mutual Funds2
FSRA - Life Insurance1.5
ICBC - Life Insurance1.5
ICS - Life Insurance1.5
IIROC - Professional Development1.5
IQPF - SFPA1
MFDA - Professional Development2
PFP - PFP Professional development1.5
QAFP - Financial Planning1.5
Income Producing Investments
AccreditationCredits
CFA Institute - CFA - PD3.5
CFP - Financial Planning3.5
CIM - CIM Professional development3.5
CSF - Mutual Funds4
FSRA - Life Insurance3.5
ICBC - Life Insurance3.5
ICS - Life Insurance3.5
IIROC - Professional Development3.5
IQPF - SFPA3
MFDA - Professional Development4
PFP - PFP Professional development3.5
QAFP - Financial Planning3.5
Longevity of Retirement Portfolios
AccreditationCredits
CFA Institute - CFA - PD1.5
CFP - Financial Planning1.5
CIM - CIM Professional development1.5
CSF - Mutual Funds2
FSRA - Life Insurance1.5
ICBC - Life Insurance1.5
ICS - Life Insurance1.5
IIROC - Professional Development1.5
IQPF - SFPA2
MFDA - Professional Development2
PFP - PFP Professional development1.5
QAFP - Financial Planning1.5
Protecting Family's Wealth
AccreditationCredits
AIC - Life Insurance4.5
CFA Institute - CFA - PD4.5
CFP - Financial Planning4.5
CIM - CIM Professional development4.5
CSF - Insurance of Persons5
FSRA - Life Insurance4.5
ICBC - Life Insurance4.5
ICM - Life Insurance4.5
ICS - Life Insurance4.5
IIROC - Professional Development4.5
IQPF - SFPA3
MFDA - Professional Development5
PFP - PFP Professional development4.5
QAFP - Financial Planning4.5
Protecting Wealth Against Divorce
AccreditationCredits
AIC - Life Insurance1
CFA Institute - CFA - PD1
CFP - Financial Planning1
CIM - CIM Professional development1
CSF - Mutual Funds1
FSRA - Life Insurance1
ICBC - Life Insurance1
ICM - Life Insurance1
ICS - Life Insurance1
IIROC - Professional Development1
IQPF - SFPA1
MFDA - Professional Development1
PFP - PFP Professional development1
QAFP - Financial Planning1
Tax Strategies During Retirement
AccreditationCredits
AIC - Life Insurance2.5
CFA Institute - CFA - PD2.5
CFP - Financial Planning2.5
CIM - CIM Professional development2.5
CSF - Mutual Funds3
FSRA - Life Insurance2.5
ICBC - Life Insurance2.5
ICM - Life Insurance2.5
ICS - Life Insurance2.5
IIROC - Professional Development2.5
IQPF - SFPA2
MFDA - Professional Development3
PFP - PFP Professional development2.5
QAFP - Financial Planning2.5
Trusts as an Asset Protection and Tax-Minimization Tool
AccreditationCredits
AIC - Life Insurance0.5
CFA Institute - CFA - PD0.5
CFP - Financial Planning0.5
CIM - CIM Professional development0.5
CSF - Mutual Funds1
FSRA - Life Insurance0.5
ICBC - Life Insurance0.5
ICM - Life Insurance0.5
ICS - Life Insurance0.5
IIROC - Professional Development0.5
MFDA - Professional Development1
PFP - PFP Professional development0.5
QAFP - Financial Planning0.5
Understanding Your Clients' Retirement
AccreditationCredits
AIC - Life Insurance3
CFA Institute - CFA - PD3
CFP - Financial Planning3
CIM - CIM Professional development3
CSF - Mutual Funds3
FSRA - Life Insurance3
ICBC - Life Insurance3
ICM - Life Insurance3
ICS - Life Insurance3
IIROC - Professional Development3
IQPF - SFPA3
MFDA - Professional Development3
PFP - PFP Professional development3
QAFP - Financial Planning3

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%