IFSE Institute

IFSE Institute is a not-for-profit organization providing best-in-class financial education and support for individuals, firms, and academic institutions. We deliver proficiency exams to professionals in the Canadian investment and insurance industries.

Before scheduling your exam with Pearson VUE, you must have already:

  • Enrolled into the applicable course and exam through IFSE’s website
  • Received confirmation from IFSE of your eligibility to take the exam within 48 hours of course and/or exam enrolment
  • Received an “Authorization to Test” email from IFSE telling you how to schedule your exam

If you require further clarification, contact IFSE at 1-888-865-2437 or email ifse@ifse.ca for more information.

Locate a Testing Center

Please click on the “Find a Test Center” tab on the right side of this page to see the locations authorized to administer IFSE exams.

Scheduling an Exam Appointment Online

Follow the instructions from your “Authorization to Test” email to Sign In to your web account in Pearson VUE and schedule your exam. Be sure to change the temporary password (required the first time only).

Rescheduling or Cancelling Exam Appointments Online

Appointments may be rescheduled or cancelled through the “Reschedule a Test” or “Cancel a Test” button when you sign in to Pearson VUE. Requests to reschedule or cancel a test appointment must be made at least one business day (24 hour minimum) before your scheduled appointment time. Be sure to click SUBMIT to complete the transaction. You should receive an email confirmation within 24 hours from Pearson VUE when you schedule, reschedule or cancel an appointment. If you do not receive an email, check your account that you completed the transaction. Contact Pearson VUE for assistance.

If you fail to provide sufficient notice of cancellation or reschedule or you do not show up for your exam appointment, you will forfeit the exam attempt and any applicable fees. In addition, IFSE will charge you a no show fee.

Preparing for the Exam

Arrive at the test center 15 minutes before your scheduled appointment time. This will give you adequate time to complete the necessary sign-in procedures. Please be prepared to show one form of ID, have your digital photo taken and provide a digital signature. If you arrive more than 15 minutes late for your appointment, you may be refused admission and forfeit the exam attempt and any applicable fees.


Downloads Format Size
Tutorial and practice exam * .MSI (EXE) 44.7 MB
Installation requirements and instructions PDF 771 kb

* Windows-based PC required; Tutorial is not available for Mac platforms

Non-Disclosure and Code of Conduct Agreement

At the start of your exam, you must read and accept the terms of the IFSE Non-Disclosure Agreement onscreen before continuing with the exam. You will have two (2) minutes to select Accept or Decline. If you do not choose an option in the time given, your exam will end and you must pay for a new authorization with IFSE. Please review the terms of the Non-Disclosure Agreement (37 KB pdf) now so you are fully prepared to either Accept or Decline the NDA within the 2 minute window.

Please also read the Pearson VUE Candidate Rules Agreement.

Last updated 2016-07-06