CSI will be performing maintenance on June 22nd from 7:00 PM to 12:00 AM EST. Exam scheduling will be unavailable. Existing exam bookings will not be impacted. Please do not submit support tickets for scheduling issues during this time.


This course reviews basic investment and personal tax principles. Learn about risk-and-return concepts, capital markets and various investment products, along with Canada’s personal income tax structure, calculation of total income, deductions and credits.

Who should enrol?

You should enroll in Investments and Taxation Fundamentals course if you:

  • Are an advisor who wishes to acquire knowledge in investments and taxation to complement your current roles
  • Are a professional working toward obtaining financial planning credentials
  • Have experience in the financial services field and are looking to further advance your career in financial planning by pursuing the Quebec financial planning designation, Fin.Pl