What will you learn about?
Through this course, candidates will learn how to:
- Consolidate relevant customer information to provide quality advice to clients
- Apply broad product knowledge to achieve results for clients
- Recommend appropriate financial solutions
- Build trustworthy and credible client relationships
- Develop methods for improving communication with clients
- Evaluate solutions – pros and cons
- Build and expand your business
What is the course syllabus?
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Chapter 1 - Managing the Financial Planning Process
Topics covered in this chapter are:
- The Role of the Advisor
- Meeting Your Clients’ Needs
- The Full Service Offer
- The Financial Planning Process
Chapter 2 - Budgeting and Consumer Lending
Topics covered in this chapter are:
- Cash Flow and Budgeting
- Preparing Client Statements
- Budgeting and Savings Fundamentals
- The Role of Financial Institutions
- Credit Fundamentals
- Debt Service Ratios
- Personal Borrowing Options
Chapter 3 - Mortgages
Topics covered in this chapter are:
- Mortgage Options
- Types and Features of Mortgages
- Assessing Home Affordability
- Creditor Insurance
- Regulatory Considerations When Selling Creditor Insurance
Chapter 4 - Taxation
Topics covered in this chapter are:
- The Canadian Tax System
- Personal Income Tax Returns
- Types of Income
- Tax Deductions
- Tax Credits
Chapter 5 - Investments
Topics covered in this chapter are:
- Investment Theory – Risk and Return
- Types of Investments
- Registered Education Savings Plans
- Tax-Free Savings Accounts
Chapter 6 - Retirement
Topics covered in this chapter are:
- Registered Retirement Savings Plans
- Registered Retirement Income Funds
- Registered Pension Plans
- Government Pension Plans
- Calculating Retirement Needs
Chapter 7 - Wills and Powers of Attorneys
Topics covered in this chapter are:
- Writing a Will
- Revoking and Amending a Will
- Appointment of Executors, Guardians, and Trustees
- Intestacy
- Probate
- Objectives of a Powers of Attorney
- Powers of Attorney for Property and Mandates
- Powers of Attorney for Personal Care and Living Wills
- Considerations When Dealing with Vulnerable Clients
Chapter 8 - Risk Management and Life Insurance
Topics covered in this chapter are:
- The Nature of Risk
- Managing Risk
- Types of Risk
- The Life Insurance Industry
- Types of Life Insurance
- Understanding a Client’s Life Insurance Needs
How will you learn?
CSI’s online learning system helps you meet your study goals. You’ll benefit from:
- Textbook readings available in PDF, e-Book, and printed format
- Accessing the course materials through your computer, laptop, tablet, or phone. Or, download the e-Book for offline reading
- Learning objectives and goals that keep you focused
- Online activities including standalone review questions for each chapter and section quizzes to help you reinforce your learning and identify topics that may need to be revisited during exam preparation
- Regular course updates to ensure you’re learning the most current and up-to-date practical material in your studies
- Online assistance from CSI’s academic support specialists
Course Completion
Upon successfully completing this course, you will be able to download a Notice of Course Completion available through your student profile. This will remain on your profile as formal confirmation of course completion. Please note that a certificate will not be issued upon completion of this course.