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At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

CE Compliance Program Cycle 8


Course Overview

The CE Compliance Program includes one program made up of four separate courses and quizzes.

  • Compliance with Know Your Product Requirements
  • Working with Vulnerable Clients
  • AML and Beneficial Ownership
  • Cybersecurity and Privacy
Quiz Format Online
Question Format Multiple Choice
Questions Per Quiz 20
Number of Quizzes 1 for each course
Passing Grade 60%*
Attempts Allowed Unlimited*
Enrolment Period ends December 31 2021
Approximate Hours of Study
Hours of Study 10 hours

* IMPORTANT: There is no maximum to the number of quiz attempts permitted, but only the first passing grade (60% or over) will appear on official web transcript.

Continuing Education (CE) Credits

Click the links below or the buttons at the top of the page on the right side to access CE accreditation information. To search for specific course information, press Ctrl + F and then enter the course name to search the document for the information you are interested in.

National/Provincial (Excluding Quebec)
Download CE Chart (PDF, 163 kb)

Quebec (IQPF/CSF)
Download IQPF/CSF Chart (PDF, 182 kb)

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.

For details on the organizations and other information on CE Credits listed in the above charts, please click here.