CSI Practice Test Hub for CSC, WME, AFP and IMT

Choose live CSI practice pages for CSC, IFC, CPH, WME, IMT, AFP, PMT, and compliance pages, with sample exam questions, mock exams, and Finance Prep access.

Use this CSI hub to choose the live Finance Prep page for CSC Exam 1, CSC Exam 2, IFC, CPH, WME, IMT, AFP, FP, PFSA, PMT, EXMP, and compliance or derivatives pages. CSI means Canadian Securities Institute; CSC is the Canadian Securities Course, and IFC is Investment Funds in Canada. Each page gives sample exam questions, exam-fit guidance, topic drills, practice tests, mock exams, and detailed explanations before you move into the app.

Finance Prep’s CSI questions are original, scenario-based, and mapped to published exam coverage and Canadian finance workflows. They test client facts, product fit, suitability, compliance, portfolio judgment, documentation, and calculation cues, not trivia or puzzle wording. Mastery Exam Prep / Finance Prep is independent and is not affiliated with CSI; public samples are not official CSI questions, copied live-exam content, or exam dumps.

Current Finance Prep CSI coverage is broad enough to start from the exact exam page rather than a generic Canada page: CSC Exam 1 has 2,190 practice questions, CSC Exam 2 has 2,118, IFC has 3,263, CPH has 2,022, WME Exam 1 has 2,243, WME Exam 2 has 2,184 MCQ questions plus a 262-question vignette companion, and PMT has 2,340.

Availability note: the CSI pages listed in the live coverage section are currently included in Finance Prep. The request rows lower on this page are for additional CSI programs that are not live yet, so request coverage before buying access for a specific unavailable route.

Sample questions and practice preview

Open the exact CSI exam page when you want public sample exam questions, practice test flow, mock exam review, and topic drills for that exam. Finance Prep keeps the practice provider-specific: CSC should feel like Canadian securities work, IFC should feel like mutual-fund suitability, WME and AFP should feel like client-planning judgment, and IMT should feel like portfolio-management decisions.

Practice modeWhat it should help you do
Sample exam questionsPreview whether the page matches your CSI exam and whether explanations show the product, client fact, rule, or calculation behind the answer.
Scenario-based questionsPractice suitability, compliance, documentation, portfolio, and client-discovery decisions instead of trivia or puzzle questions.
Case and vignette practiceKeep AFP Exam 2, WME Exam 2, and IMT Exam 2 tied to client files, attached questions, constraints, and best-next-step judgment; current companion banks include 200 AFP Exam 2 vignette questions, 262 WME Exam 2 vignette questions, and 220 IMT Exam 2 vignette questions.
Question bank reviewUse mixed sets, topic drills, and mock exam review to find weak areas before repeating full practice tests.

Finance Prep’s CSI material is original and aligned to published exam coverage where available, without claiming access to official CSI questions or copied live-exam content.

Best page to open first

If you need…Start hereWhy
Core securities-market foundationsCSC Exam 1Best first stop for products, markets, and basic Canadian securities vocabulary. Finance Prep currently has 2,190 CSC Exam 1 practice questions.
Portfolio, tax, analysis, and managed-products foundationsCSC Exam 2Best next CSC page when the weak area is analysis, portfolio construction, tax, mutual funds, ETFs, or advisory accounts. Finance Prep currently has 2,118 CSC Exam 2 practice questions.
Conduct, suitability, and complaint-handling judgmentCPHStrong fit when your exam focus is client-facing rules, disclosure, and conduct. Finance Prep currently has 2,022 CPH practice questions.
Registered-firm compliance and governanceCCCBest fit for compliance, supervision, surveillance, conflicts, and regulator interaction. Finance Prep currently has 1,100 CCC practice questions.
Mutual fund product knowledgeIFCCurrent mutual-fund entry path before broader securities or wealth-management work. Finance Prep currently has 3,263 IFC practice questions.
ETF-selling knowledge for mutual fund representativesETFMFocused ETF page covering exchange trading, product fit, disclosure, and ETF risks. Finance Prep currently has 800 ETFM practice questions.
Exempt-market and private-placement workEXMPBest fit when your work involves exempt-market dealer conduct, private placements, issuer structures, sector products, KYC/KYP, and suitability. Finance Prep currently has 1,610 EXMP practice questions.
Banking-advice and early planning workflowPFSABest first stop when your path starts with client needs, financial statements, KYC, and everyday advisory recommendations. Finance Prep currently has 1,080 PFSA practice questions.
Canadian financial-planning foundationFP IBest first stop when your path is built around household cash flow, tax, retirement, estate, and insurance planning. Finance Prep currently has 1,260 FP I practice questions.
Advanced financial-planning foundationFP IIBest follow-on page when planning decisions move into deeper tax, estate, retirement, investment, and insurance trade-offs. Finance Prep currently has 1,320 FP II practice questions.
PFP endpoint stand-alone examAFP Exam 1Best page when you need the broad competency-based multiple-choice half of the AFP examination. Finance Prep currently has 1,206 AFP Exam 1 practice questions.
PFP endpoint case/vignette examAFP Exam 2Best page when you need case reading, dominant-issue prioritization, and integrated planning judgment. Finance Prep currently has 200 attached AFP Exam 2 vignette questions.
Wealth-management and planning workflowWME Exam 1Better fit when your role is moving toward advisory, planning, and client discovery work. Finance Prep currently has 2,243 WME Exam 1 practice questions.
Wealth-management case and client-file judgmentWME Exam 2Best follow-on page for integrated wealth-management decisions, with 2,184 MCQ questions and a 262-question vignette companion in Finance Prep.
Portfolio-management depthIMT Exam 1Use this when you already need portfolio-process and investment-management depth. Finance Prep currently has 869 IMT Exam 1 practice questions.
Portfolio-management casesIMT Exam 2Use this when your target is IPS logic, allocation, monitoring, products, and risk review through attached case questions. Finance Prep currently has a 220-question IMT Exam 2 vignette companion.
Institutional portfolio-management techniquesPMTStrong fit when your target is mandate management, institutional portfolio controls, reporting, and execution judgment. Finance Prep currently has 2,340 CSI PMT practice questions.

How the main CSI exam groups differ

Exam familyWhat it is really testing
CSCCore Canadian securities knowledge, products, markets, suitability, and portfolio basics
CPH / BCO / IDSC / PDO / CCC / CCOConduct, supervision, firm controls, governance, complaints, and compliance judgment
IFC / ETFMMutual funds, ETFs, disclosure, product fit, and retail-client suitability
EXMPExempt-market regulation, private placements, issuer structures, sector products, KYC/KYP, and exempt-product suitability
PFSA / FP I / FP II / AFP / WMEHousehold planning, client discovery, retirement, tax, insurance, advisory workflow, and the broader PFP planning path
IMT / AIS / PMTPortfolio process, manager-level decision-making, advanced strategies, and investment-management depth
DFC / DFOLDerivatives structure, hedging intent, payoff logic, leverage, and futures/options fundamentals

Common CSI page-selection mistakes to avoid

If you are about to…Check this first
Use CSC practice when your target is mutual-fund licensingIFC is the tighter mutual-fund page; CSC is broader securities-market preparation.
Treat CPH as a product-knowledge examCPH is mainly conduct, rules, supervision, complaints, and client-facing judgment. Use CSC or WME pages if the weak area is products, portfolio math, or allocation.
Prepare for AFP Exam 2 like a short-question examAFP Exam 2 is case/vignette practice. Work on fact selection, dominant issue, and recommendation logic rather than isolated recall.
Confuse EXMP with general exempt-product vocabularyEXMP is about exempt-market suitability, KYC/KYP, subscription process, issuer structures, and private-placement risk.

Available now in Finance Prep

Exam groupCurrent Finance Prep coverage
CSC and conductCSC Exam 1: 2,190 practice questions; CSC Exam 2: 2,118; CPH: 2,022
Mutual funds, ETFs, and exempt marketsIFC: 3,263 practice questions; ETFM: 800; EXMP: 1,610
Planning and wealth managementPFSA: 1,080 practice questions; FP I: 1,260; FP II: 1,320; AFP Exam 1: 1,206; AFP Exam 2: 200 attached vignette questions; WME Exam 1: 2,243; WME Exam 2: 2,184 MCQ questions plus 262 attached vignette questions
Portfolio and institutional managementIMT Exam 1: 869 practice questions; IMT Exam 2: 220 attached vignette questions; AIS: 880; PMT: 2,340
Compliance, derivatives, and dealer controlsBCO: 1,100 practice questions; CCC: 1,100; CCO: 1,100; DFOL: 1,100; PDO: 2,600

CSI is one of the deepest Canada lanes on this site, with many exam pages already live in Finance Prep. The CSI planning lane now spans PFSA, FP I, FP II, AFP Exam 1, AFP Exam 2, and WME rather than stopping at earlier licensing layers.

AFP Exam 2 is intentionally built as vignette practice: the public preview keeps client-case structure intact, while the live Finance Prep companion bank currently has 200 attached vignette questions. WME Exam 2 includes an MCQ bank plus a 262-question vignette companion for client-file reading and best-next-step judgment. IMT Exam 2 includes a 220-question vignette companion for portfolio-management cases, attached MCQs, IPS logic, allocation, products, monitoring, and risk review.

If you are comparing CSI against other Canada licensing paths, use Canada roadmap , LLQP , FP Canada , and CIRO .

Other CSI programs you can request

CSI offers additional training programs and wealth-management programs that are not currently included in Finance Prep. Use these rows to request coverage before buying access for a specific unavailable CSI program.

Availability note: Only exams listed above as live or marked Available now are currently included in Finance Prep. Please request or contact support before buying access for an exam that is not listed as available.
Request rows are reviewed adjacent exams, not live Finance Prep coverage. Use the request link to send the exam, vendor, and source page prefilled.
ExamStatusActionSource
Investment Representative Training Program (IRT)Not currently availableRequest this routeCSI course page
Investment Advisor Training Program (IATP)Not currently availableRequest this routeCSI course page
New Entrants Course (NEC)Not currently availableRequest this routeCSI course page
Certified International Wealth Manager (CIWM)Not currently availableRequest this routeCSI designation page

Adjacent exam checks

If you need to…Best pageWhy
Compare CSI against the broader Canada sequenceCanada RoadmapBest page when you are still placing CSC, IFC, WME, IMT, LLQP, FP Canada, RIBO, and CIRO.
Switch to the current dealer-regulation laneCIROBest page when your target is CIRE, RSE, Trader, Supervisor, CCO, CFO, Director, Institutional, or Derivatives.
Switch to life-insurance licensingLLQPBest page when the real target is life, accident and sickness, segregated funds, annuities, or ethics.
Compare planning-first credentialsFP CanadaBest page when you are choosing QAFP, CFP companion practice, or the CSI planning lane.

Independence & Trademarks

Mastery Exam Prep and Tokenizer Inc. are independent exam-prep providers and are not affiliated with, endorsed by, or sponsored by the Canadian Securities Institute (CSI), CIRO, or any regulator. “CSI” and “CSC” are trademarks of their respective owners. All other trademarks belong to their owners; use here is for identification only.

In this section

Browse Certification Practice Tests by Exam Family