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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

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 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.

CSI will mail you a wall certificate within 4 - 6 weeks of course completion. Frames to display your certificate are available. Please ensure that your First and Last Name on your profile match your First and Last Name on your Government Issued Photo identification - this will ensure you receive an accurate certificate.

CSI will be pleased to issue an Honors Certificate to all student who obtain a final course mark of 85% or higher.

* 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.