The Investment Foundations exam is computer-based, in English, and contains 120 multiple-choice questions.
You will have 2 hours to complete the exam and review your answers.
Depending on test center availability, you can schedule your Investment Foundations exam appointment on a day and time convenient for you; however, you must schedule and sit for the exam within 6 months (180 days) of the day your exam registration is confirmed.
The exam questions cover all the topics included in your eBook; however, some topics are emphasized more than others. Below is the approximate weighting for each module and access to some sample exam questions.
Approximate Topic Weights
||Ethics and regulation:
||Inputs and tools:
||Serving client needs:
See which chapters are in each module. (PDF)
*Sample questions are examples of the types of questions that may appear on an actual Investment Foundations exam, but they do not predict what you will see on your exam.
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