Hours of Study: 40 – 50 Hours

Enrolment Period: 1 Year

What is the exam weighting?

Exam Topics Weighting
Financial Planning Process 8%
Financial Planning Practice 12%
Behavioural Finance 12%
Business Law 17%
Family Law 17%
Insurance Planning 22%
Financial Planning for Snowbirds 12%

What is the exam structure?

Structure Information
Exams 1
Exam Format Proctored (remote or in-person at a test centre)
Exam Duration 1.5 hours
Question Format Multiple-choice
Questions Per Exam 60
Attempts Allowed Per Exam
Passing Grade 60%
Assignments None

What Continuing Education (CE) Credits will I earn?


Voir les crédits CE pour tous les cours CSI et toutes les 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.