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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.