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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 is the course syllabus?

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Chapter 1 - Foundations of Credit

Topics covered in this chapter are:

  • Financial Institutions
  • Borrowing Options
  • Types of Credit
  • Cost of Credit

Chapter 2 - Residential Mortgages and Special Loans

Topics covered in this chapter are:

  • Residential Mortgages
  • Special Instalment Loans

Chapter 3 - Credit Disbursement and Collection

Topics covered in this chapter are:

  • Credit Adjudication
  • Debt Repayments
  • Delinquency and Insolvency

Chapter 4 - Life and Disability Insurance

Topics covered in this chapter are:

  • Foundations of Risk and Insurance
  • Private Health Services Plans
  • Disability Insurance
  • Foundations of Life Insurance
  • Life Insurance Contracts
  • Permanent Life Insurance Policies
  • Creditor Insurance

Chapter 5 - General Insurance

Topics covered in this chapter are:

  • Property and Casualty Insurance Contracts
  • Automobile Insurance
  • Homeowner’s Insurance
  • Tenant Insurance
  • Title Insurance
  • Liability Insurance
  • Government Health Care Insurance
  • Travel Insurance

Chapter 6 - Family and Business Law

Topics covered in this chapter are:

  • Foundations of Law
  • Personal Property Ownership
  • Support Obligations Under Family Law
  • Business Law

Chapter 7 - Government Benefit Plans

Topics covered in this chapter are:

  • Canada Pension Plan
  • Old Age Security
  • Canada Child Benefit
  • Employment Insurance
  • Workers’ Compensation Programs
  • Income Assistance
  • Foreign Pensions

Chapter 8 - RRSPs and TFSAs

Topics covered in this chapter are:

  • Registered Retirement Savings Plans
  • Tax-Free Savings Accounts

Chapter 9 - Defined Contribution and Defined Benefit Pension Plans

Topics covered in this chapter are:

  • Parties to a Registered Pension Plan
  • Assumptions of Risk in Pension Plans
  • Jurisdiction of Registered Pension Plans
  • Defined Benefit Pension Plans
  • Defined Contribution Pension Plans

Chapter 10 - Other Employer Sponsored Registered Retirement Plans

Topics covered in this chapter are:

  • Pooled Registered Pension Plans
  • Deferred Profit Sharing Plans
  • Specified Pension Plans

Chapter 11 - Locked in Retirement Vehicles and Others

Topics covered in this chapter are:

  • Locked-in Retirement Savings Vehicles
  • Registered Retirement Income Funds
  • Locked-in Retirement Income Vehicles
  • Annuities
  • Eligible Funeral Arrangement

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 e-Books
  • End of chapter review questions to help you reinforce your learning and identify topics that may need to be revisited during exam preparation
  • Online assistance from CSI’s academic support specialists

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