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Fundamentals of Financial Planning


Learn About:

  • Understanding and responding to clients
  • Regulatory trends, and investment suitability
  • Undertaking budget, savings, and debt planning
  • Personal risk management
  • Family Law, dealing with separation and child custody
  • Tax planning, tax effective investments, tax minimization strategies, and registered plans
  • Retirement planning, annuity-based financial products and estate planning
  • Calculating time value of money for various purposes

What's Included:

  • Textbook readings available in PDF, eBook and printed format
  • Access the course materials through your computer, laptop, tablet, or phone. Or, download the eBook for offline reading.
  • Learning objectives and goals that keep you focused
  • Online learning activities including review questions for each chapter and section quizzes to help reinforce your learning of the course materials and to help you identify topics that may need to be revisited while preparing for the exam  
  • Online assistance from CSI's academic support specialists

What's New


  • Reflected 2019 federal budget information (which impact mostly the tax and retirement chapters), new CHMC rules (mortgage chapter) and minor changes in the estate planning chapters;
  • Improved the course materials by doing some minor content changes in a few other chapters.

How You'll learn

This course is taught online and includes a PDF textbook.

Approximate Hours of Study**
Hours of Study 60 hours

** In order to provide some guidance to course participants as to the length of time it will take to be sufficiently prepared to write the final examination, CSI has prepared this estimate of the number of hours an average participant could possibly expect to spend studying for a course. Please note that these are only recommended hours of study developed based on research and our course content, however, this does not mean that some students with exceptional backgrounds would not take less time than recommended or that students with no background at all in finance or economics would not take longer than the maximum.

(weightings are approximate)
Wealth Management Today and Ethics 8%

Getting to Know the Client, Assessing his Financial Situation, and Debt Management

Personal Risk Management 10%

Family Law and Tax Planning


Retirement Planning and Annuity-Based Financial Products


Estate Planning

Total 100%
Number of Exams 1
Exam Format Paper Or Computer Based
Exam Duration 1.5 Hours
Question Format Multiple Choice
Questions Per Exam 60
Attempts Allowed Per Exam 3
Passing Grade 60%
Enrolment Period 1 year

*There is no charge for your first attempt at a paper-based exam within Canada, as long as it's at a regular exam center and you provide a minimum of 14 days notice before the date that you want to write the exam. If you would like to write a computer-based exam, an additional fee will be required.

Each subsequent paper-based exam attempt at a regular exam centre within Canada will also require an additional fee. This fee is in addition to any special, computer-based or international fees that may apply. You must provide a minimum of 14 days notice within Canada at a regular exam centre and 4 weeks notice for all other centres. Please note that the date of the exam is not part of any notice period.

†Please note: Access to your online materials will close 2 weeks after successful course completion or course expiry (whichever comes first). This course can be extended by 1 year provided you have not exceeded the attempts allowed for each exam. You can view CSI extension fees here. Your enrolment period can only be extended one time.

Important: During a student's enrolment period, CSI may update this course. In that case, details about the update and how it may affect students will be posted online via My CSI. Students are held responsible for and are examinable on the content in the course textbook(s) provided at the time of enrollment unless stated otherwise in My CSI. Students are encouraged to check My CSI regularly throughout their enrolment period.

Continuing Education (CE) Credits

Click the links below or the buttons at the top of the page on the right side to access CE accreditation information. To search for specific course information, press Ctrl + F and then enter the course name to search the document for the information you are interested in.

National/Provincial (Excluding Quebec)
Download CE Chart (PDF, 163 kb)

Quebec (IQPF/CSF)
Download IQPF/CSF Chart (PDF, 182 kb)

Please note: While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the charts above may be subject to change.

For details on the organizations and other information on CE Credits listed in the above charts, please click here.