Enrolment Period: 1 Year (no extensions allowed)

What Continuing Education (CE) credits will you earn?

AccreditationCredits
CSF Insurance of Persons10
CSF Mutual Funds10
FSRA Life Insurance30
ICM Life Insurance10
ICS Life Insurance10
ICBC Life Insurance10
AIC Life Insurance30
CIRO-MF Professional Development20
MTI30
CIM Professional development40

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 Weighting
Business Development 8%
Client Relationships 9%
Financial Risk Assessment 30%
Market Risk Assessment 6%
Management Risk Assessment 10%
Understanding the client’s business needs 14%
Proposing Business Solutions 13%
Managing the Client’s Loan Portfolio 10%

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 80
Attempts Allowed Per Exam
Passing Grade 60%
Assignments None

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