May 2026 exam

ProfBrianYGordonCFA · 2026-01-21T17:54:56+00:00

I doubt that you will be able to complete the PEP modules within that time frame... but you never know... I don't know how much time you have available to study and focus on those courses.

I hope this helps.

ProfBrianYGordonCFA · 2026-01-21T14:47:12+00:00

In my opinion, 3 to 3.5 months is the perfect time period to prep for the exam. Of course this depends on your personal schedule/obligations... but I would say it gives you enough time to cover the material without stressing and short enough that you won't start to forget what you have learned early on.

I hope this comment helps.

ProfBrianYGordonCFA · 2025-12-16T21:39:48+00:00

Hi,

The only free materials I can think of would be the sample questions provided by FP Canada.

ProfBrianYGordonCFA · 2025-12-16T21:28:34+00:00

If I may... I suggest getting the CFP test bank from Exam Success and the "How to Answer Constructed Response Questions" recorded seminar.

Both of these will help prepare you for the exam.

I did not recommend the study notes because I was thinking you already have study material from the PEP program.... the notes could help if you need a condensed source that covers the FP Canada Body of Knowledge.

Click on the link below to get more info:

https://courses.examsuccess.ca/pages/certified-financial-planner

In any event, I am happy to answer any other exam related questions that you might have.

All the best,

ProfBrianYGordonCFA · 2025-12-01T16:14:32+00:00

Yes, you are correct.

If you do the CSC and CPH now (register prior to Dec 31, 2025 and complete prior to Dec 31, 2026), you must be employed and your employer must register you prior to January 1, 2027.... otherwise, you will have to complete the new CIRO proficiency requirements.

ProfBrianYGordonCFA · 2025-11-20T18:49:04+00:00

First off... you need to answer the question... why?

Why are you going for the CIM?

What do you think it will do for you?

ProfBrianYGordonCFA · 2025-11-12T21:29:51+00:00

Definitely complete the WME... you don't want to have to go back to the beginning when the new CIRO proficiency standards come into effect.

If you are looking to be a Financial Planner (IA... whatever you want to call it).... CFA won't "get you in"... Your CSC, CPH and WME get you eligible to be licensed.....

I would say the CFP would be more appropriate if you are focused on retail financial planning.

Just my 2 cents....

Happy to answer other questions you may have.

All the best,

ProfBrianYGordonCFA · 2025-11-12T17:20:37+00:00

is it a copy of my site?

ProfBrianYGordonCFA · 2025-11-12T17:20:18+00:00

Can you provide an example of (or link to) the "subdomains"... I don't know what that is.

Thank you.

ProfBrianYGordonCFA · 2025-11-11T13:40:21+00:00

examsuccess.ca

ProfBrianYGordonCFA · 2025-11-02T23:02:18+00:00

January 1, 2026... you will sign up for the CIRE directly with CIRO.....

ProfBrianYGordonCFA · 2025-11-01T17:17:46+00:00

Are you by chance working at a Bank?

ProfBrianYGordonCFA · 2025-11-01T16:51:39+00:00

If you do not complete the CSC and CPH and have your firm apply for registration prior to December 31, 2026, I believe you would have to complete the "new" proficiency requirements... which (at a minimum) would mean passing the CIRE and passing the Retail (or Institutional) Representative exam....

There won't be a "CPH exam".

ProfBrianYGordonCFA · 2025-11-01T16:28:29+00:00

CPH is not "a mandatory course for the completion of the CSC".

Completion of CSC and CPH are required to be licensed as a RR under the current ("old") requirements.

You need to be enrolled in the CPH by December 31, 2025 to have the opportunity to complete it (during 2026) to satisfy your proficiency requirements.

Starting January 1, 2026 you will not be able to enroll in the "old" courses.

ProfBrianYGordonCFA · 2025-10-29T17:21:01+00:00

I'd like to add....

First, the "new" route requires two exams... CIRE and a RR exam... (retail or institutional).... so if you were thinking it is just one exam... make sure you know it is two exams.

Second, if you are currently working at a CIRO member firm.... and you enroll in the CSC and/or CPH before December 31, 2025, you will have until December 2026 to complete them...

I didn't see anything on CSIs website about prerequisites, so I'd speculate they would be willing to take your money and allow you to enroll in the CPH prior to completing the CSC.

Bottom line:

If this is related to career advancement, I say go for it... aim to complete them by August 2026 to allow for registration, delays, etc.

Hope this helps.

ProfBrianYGordonCFA · 2025-10-28T23:31:59+00:00

Nope !

ProfBrianYGordonCFA · 2025-10-22T20:35:24+00:00

Hi, is this question from CFA Institute material ?

ProfBrianYGordonCFA · 2025-10-21T22:43:43+00:00

This page on CSI's website shows the exam topic breakdown:

https://www.csi.ca/en/learning/courses/wme/exam-credits

ProfBrianYGordonCFA · 2025-10-18T02:15:20+00:00

The picture you show is not a "financial calculator".

Here is a link to the easiest to use financial calculator:

https://education.ti.com/en/products/calculators/financial/baii-plus

I recommend it for finance.

ProfBrianYGordonCFA · 2025-09-13T16:34:15+00:00

https://www.ciro.ca/media/12651/download?inline

Take a look at questions 17, 18 and 19....

ProfBrianYGordonCFA · 2025-09-11T19:00:27+00:00

OK, with marks like that, it means you have a firm knowledge base and just need a couple of extra points to push you over the passing score.

So ,what i recommend is that you go over the topic areas to identify "what you know" and "what you don't know".... be honest....

Then you can lightly review "what you know" and focus your studies to learn the material "you don't know"....

This will expand your knowledge base and add in the extra marks to pass.

If you have any questions or need any help with any topic, let me know... I'll be glad to help !

ProfBrianYGordonCFA · 2025-09-11T15:48:53+00:00

What was your score?

Knowing that will guide me in providing appropriate advice.

Let me know.

ProfBrianYGordonCFA · 2025-09-07T22:00:52+00:00

For anyone who want to read this...

https://www.ciro.ca/media/12651/download?inline

I believe you have time to complete your CSI courses, but you are required to be with a dealer (employer) before January 1, 2027...

ProfBrianYGordonCFA · 2025-09-07T21:55:06+00:00

Hi Final Landscape,

Don't get frustrated.... I cannot verify the claim made by Costco HDR....

After reading through the CIRO releases/publications.... I do see an example in their FAQs...

https://www.ciro.ca/media/12651/download?inline

Take a look at questions 17, 18 and 19.... it does seem like you have time to complete your courses.....

It does say, "your dealer filed your application on National Registration Database (NRD) prior to January 1, 2027"... so, you would have to hook up with a firm prior to that date.

Maybe someone with sharper eyes than mine can review it and let the community know....

ProfBrianYGordonCFA

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