Hours of Study: 20 – 30 Hours

Enrolment Period: 6 Months

What Continuing Education (CE) credits will you earn?

AccreditationCredits
CIWM Professional development15
PFP Professional development25
CFP Practice Management25
QAFP Practice Management25

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
Effective Communication 4%
Wealth Transfer 40%
Special Considerations 28%
Ethics 28%

What is the exam structure?

Structure Information
Number of Exams 1
Exam Format Online
Exam Duration 1.5 hours
Question Format Multiple-choice
Questions Per Exam 50
Attempts Allowed Per Exam 2
Passing Grade 70%
Assignments None

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