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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Home > Learning > Courses > Financial Planning I (FP I) > FP1 Study Tools
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The FP I Check is a set of two online practice tests designed to assess your readiness to take the actual FP I Exam. The practice tests are meant to simulate your exam-day experience as closely as possible. They are timed and structured with approximately the same weightings as the actual exams.
You can use the FP I Check to complement your studies as you prepare for the final exams. However, before you use it, we recommend that you complete all the course components, including the readings, online learning activities and review questions, to fully prepare for the practice tests and to close gaps in your learning.
Your focus, first and foremost, should be on reading and understanding the textbook so that you perform as well as possible on the practice tests.
Are you overwhelmed by financial investment calculations? Do you feel like you need an educational tune-up on basic math skills? You're not alone.
The new CSI Financial Investment Calculations Toolkit is the ideal package for learners who need to perform calculations related to financial services.
Learn how to use the Sharp financial calculator to perform calculations common to financial services, both for your CSI courses and on the job.
You'll be introduced to essential financial math concepts, and be shown how to perform calculations step-by-step on your very own financial calculator. Also included are practice questions to self-assess your financial investment calculations skills.
The new Financial Statement and Ratios e-Tutorial will introduce important concepts that appear in CSI courses, and which are commonly used in the financial services industry.
You'll learn the fundamentals of financial statement analysis, including a step-by-step demonstration of how a financial statement is created. You'll also review the basics of financial ratios, which are used to evaluate the potential success and investment-worthiness of a company.
It is also a useful refresher course for students who have not encountered these concepts in some time.
Having difficulty understanding the relationship between supply and demand? Or the difference between a peak and trough? Build essential business economics knowledge you need with CSI's new Macro- and Microeconomics e-Tutorial.
This e-Tutorial offers an overview of two areas of economics, Macroeconomics which focus on topics such as interest rates and inflation, the business cycle, monetary policy and fiscal policy.
Microeconomics which focus on specific topics such as supply and demand and industry cycles.
The new Macro- and Microeconomics e-Tutorial is a useful refresher course for individuals who have not encountered these concepts in some time.
The Financial Planning Calculations E-tutorial is the ideal study tool to tune up your financial planning calculations skills. Discover essential financial planning math concepts with practice questions to self-assess your financial investment calculations skills.
The Financial Planning Calculations E-tutorial is an invaluable resource whether new to a financial planning role or currently a financial planning student wanting to develop or rebuild a sense of comfort with performing financial planning calculations.
The toolkit explains how to calculate several key financial planning-related concepts, such as budget planning, credit planning, investment planning, tax planning, retirement planning, insurance planning.
The Financial Planning Calculations E-tutorial is the ideal study tool to tune up your financial planning calculations skills. Discover essential financial planning math concepts with practice questions to self-assess your financial investment calculations skills.
The Financial Planning Calculations E-tutorial is an invaluable resource whether new to a financial planning role or currently a financial planning student wanting to develop or rebuild a sense of comfort with performing financial planning calculations.
The toolkit explains how to calculate several key financial planning-related concepts, such as budget planning, credit planning, investment planning, tax planning, retirement planning, insurance planning.