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At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

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

Learning Experience:

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
  • Access the course materials through your computer, laptop, tablet, or phone. Or, download the e-Book for offline reading
  • Learning objectives that help you to keep the learning focused
  • Annual course updates to ensure that you learn the most current and most practical material
  • Reflective scenarios to help guide your studies through each chapter
  • Online activities to help assess your progress, including review questions for each chapter, section quizzes and integrated case studies
  • Online interactive discussion forums, including access to assistance from CSI's academic support specialists

What's New

Improved the course materials by doing these content changes, including:

    • Chapter 5:  Minor mortgage content adjustments
    • Chapters 8 to 13:  Minor content adjustments and reflected 2020 tax and retirement information and numbers

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 and Assessing his Financial Situation 15%
Personal Risk Management 10%
Family Law and Tax Planning 22%
Retirement Planning and Annuity-Based Financial Products 32%

Estate Planning

Total 100%
Number of Exams 1
Exam Format Proctored (remote or in person at a test centre)
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

On successful completion of this course you will be able to download a Notice of Course Completion available through your student profile. This will remain on your profile as formal confirmation of course completion.

* The first attempt is included in the course enrolment fee. Further attempts incur fees.

†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.

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.