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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?

  • The basics of insurance
  • Risk and insurance in financial planning
  • The insurance industry
  • Insurance as a contract
  • Group insurance and government programs
  • Retirement and estate planning
  • Intestacy
  • Wills and powers of attorneys
  • Probate and forms of property ownership and transfer
  • Family law

What is the course syllabus?

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Chapter 1 - Introduction: Risk and Insurance in Financial Planning

Topics covered in this chapter are:

  • Risk Management and Planning
  • Shift to a Planning Emphasis

Chapter 2 - The Concept of Risk

Topics covered in this chapter are:

The Nature of Risk
Personal Risks
Property Risks
Legal Liability Risks
Other Potential Sources of Risk
Methods for Managing Risk

Chapter 3 - The Insurance Industry

Topics covered in this chapter are:

  • Types of Non-government Insurers
  • Aspects of Insurance Regulation
  • Government Insurance Programs

Chapter 4 - Insurance as a Contract

Topics covered in this chapter are:

  • Review
  • Basic Components of Insurance Contracts
  • Characteristics Unique to Specific Types of Insurance Contracts

Chapter 5 - Group Insurance and Government Programs

Topics covered in this chapter are:

  • Group Insurance
  • Government Programs

Chapter 6 - Retirement Planning

Topics covered in this chapter are:

  • Smoothing Consumption Over the Individual’s Lifetime: Savings
  • The Retirement Planning Process
  • STEP 1: Ascertain the Client’s Retirement Goals
  • STEP 2: Calculating How Much a Client Will Need to Meet the Retirement Objectives
  • STEP 3: Determining Sources of Revenue at Retirement
  • STEP 4: Adjusting Finances to Meet Retirement Goals

Chapter 7 - Retirement Management

Topics covered in this chapter are:

  • Managing Income Needs in Retirement
  • Managing Funds at Retirement
  • Registered Plans (RRSPs) Maturity Options
  • Pension Income Splitting
  • Other Income Sources
  • Choosing a Retirement Maturity Option
  • When to Annuitize?

Chapter 8 - Intestacy or Dying Without a Will

Topics covered in this chapter are:

  • How do Intestacies Arise?
  • The Implications of Intestacy
  • Intestacy: Asset Distribution
  • Other Complications and Drawbacks to Dying Intestate

Chapter 9 - Wills and Powers of Attorney

Topics covered in this chapter are:

  • Types of Wills and their Requirements
  • Limitations of a Will
  • Revocation of a Will
  • Review and Amendment of Wills
  • Appointment of Executors (Liquidators), Guardians and Trustees
  • Points to Consider in Making a Will
  • Powers of Attorney (Mandates)

Chapter 10 - Probate and Forms of Property Ownership/Transfer

Topics covered in this chapter are:

  • Probate
  • Forms of Property Ownership

Chapter 11 – Family Law

Topics covered in this chapter are:

  • Property Rights During Marriage
  • The Matrimonial Home
  • Matrimonial Property Legislation on the Termination of the Marriage or civil union
  • Property Rights of Common Law Spouses
  • Tutorship to Minors in the Province of Quebec
  • Union Abroad

How will you learn?

CSI’s online learning system helps you meet your study goals. You’ll benefit from:

  • Textbook readings available in PDF and printed format
  • Learning objectives that keep you focused
  • End of chapter activities including review questions to help you reinforce your learning and identify topics that may need to be revisited during exam preparation
  • Two self-assessments and practice questions so that you can assess your progress
  • Online assistance from CSI’s academic support specialists

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