CSI will be performing system maintenance on Saturday May 11th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

What will you learn about?

Through this course, you will learn how to:

  • Build and maintain effective relationships with clients
  • Prepare, analyze and understand personal financial statements
  • Prepare a debt and cash management plan
  • Use time value of money in financial calculations
  • Understand and explain how macro and micro-economic factors may influence personal finance

What is the course syllabus?

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Module 1

Chapter 1 - Communicating With the Client

Topics covered in this chapter are:

  • The Communication Process
  • Non-Verbal Communication
  • Perceptions
  • Effective Communication Skills

Chapter 2 - Understanding the Client

Topics covered in this chapter are:

  • Personal Variables
  • Socio-Cultural Variables
  • Decision-Making Process
  • The Elderly Client
  • The Grieving Client
  • The Incapacitated Client

Chapter 3 - Microeconomics and Macroeconomics

Topics covered in this chapter are:

  • Microeconomics
  • Macroeconomics

Chapter 4 - Financial Planning Process

Topics covered in this chapter are:

  • Characteristics of a Sound Financial Plan
  • Steps in the Financial Planning Process

Module 2

Chapter 1 - Time Value of Money

Topics covered in this chapter are:

  • Time Value of Money
  • Personal Finance Applications

Chapter 2 - Constructing and Analysing Personal Financial Statements

Topics covered in this chapter are:

  • The Net Worth Statement
  • The Cash Flow Statement
  • The Projected Cash Flow Statement
  • Analysing Personal Financial Statements

Module 3

Chapter 1 - Managing Debt and Financing

Topics covered in this chapter are:

  • Financial Institutions in Canada
  • Types of Consumer Credit
  • Debt Affordability and Credit Management
  • Borrowing to Invest
  • Automobile Financing
  • Mortgage Financing
  • Financing Post-Secondary Education

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
  • Learning objectives and goals that keep you focused
  • End of chapter activities to help you reinforce your learning and identify topics that may need to be revisited during exam preparation
  • Two self-assessments, cases, and practice questions so that you can assess your progress
  • Online assistance from CSI’s academic support specialists