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Hours of Study: 95 – 125 Hours

Enrolment Period: 1 Year

What are the exam weightings?

The approximate weighting given to each topic on the exam is as follows:

Exam Topics Weightings
Forms of Business Entities, Directors’ and Officers’ Responsibilities 16%
Business Income and Expenses for Tax Purposes and Corporate Income Tax 20%
Main Considerations in Tax Planning and the Business and Its Employees 18%
Corporations, Buy and Sell Provisions and Business Valuation Basics 12%
Financial Statements, Financial Analysis and Business Planning 20%
Risk Analysis, Corporate Governance, Bankruptcies and Financial Reorganizations 14%

What is the exam structure?

Structure Information
Exam 1
Exam Format Computer Based
Exam Duration 2 hours
Question Format Multiple Choice
Questions Per Exam 50
Attempts Allowed Per Exam 3 
Passing Grade 60%
Assignments none

What Continuing Education (CE) credits will you earn?

AccreditationCredits
CFP Financial Planning25
QAFP Financial Planning25

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.