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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.

Small Business Advisory Certificate Examination (SBAE)


(weightings are approximate)
Business Development 11%
Client Relationships 13%
Financial Statements 21%
Business Financial Ratios 6%
Assessing Management and Structuring Loans 6%
Understanding the client's business needs 16%
Proposing Business Solutions 14%
Managing the Client's Loan Portfolio 13%
Exams 1
Exam Format Paper
Exam Duration 3 Hours
Question Format Multiple Choice
Questions Per Exam 70
Attempts Allowed Per Exam 3
Passing Grade 60%
Assignments N/A
Enrolment Period 1 year (no extensions allowed)

*There is no charge for your first attempt at a paper-based exam within Canada, as long as it's at a regular exam center and you provide a minimum of 14 days notice before the date that you want to write the exam. If you would like to write a computer-based exam, an additional fee will be required.

Each subsequent paper-based exam attempt at a regular exam centre within Canada will also require an additional fee. This fee is in addition to any special, computer-based or international fees that may apply. You must provide a minimum of 14 days notice within Canada at a regular exam centre and 4 weeks notice for all other centres. Please note that the date of the exam is not part of any notice period.

Important: During a student's enrolment period, CSI may update this course. In that case, details about the update and how it may affect students will be posted online via My CSI. Students are held responsible for and are examinable on the content in the course textbook(s) provided at the time of enrollment unless stated otherwise in My CSI. Students are encouraged to check My CSI regularly throughout their enrolment period.