Financial Planning Supplement (FPSU)

“The Canadian Securities Course (CSC®) is the foundational financial services credential required to perform securities, mutual funds and alternative funds transactions in many financial services positions.” – User

“Canadian Securities Course (CSC®) is the foundational financial services credential required to perform securities, mutual funds and alternative funds transactions in many financial services positions.” – User

“The Canadian Securities Course (CSC®) is the foundational financial services credential required to perform securities, mutual funds and alternative funds transactions in many financial services positions.” – User

“Canadian Securities Course (CSC®) is the foundational financial services credential required to perform securities, mutual funds and alternative funds transactions in many financial services positions.” – User

Hours of Study: 40 – 50 Hours

Enrolment Period: 1 Year

What Continuing Education (CE) Credits will I earn?

AccréditationCrédits
ICBC Life Insurance30
CIM CIM Professional development40
ICS Life Insurance10
FSRA Life Insurance30
ADVOCIS Structured Learning CE30
ICM Life Insurance7
MTI MTI9
AIC Life Insurance30
IIROC Professional Development20
MFDA Professional Development20

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.

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