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At CSI, the well-being of our valued learners and employees is our highest priority. Given the seriousness of the COVID-19 (Coronavirus) and the danger of contagion, effective March 16, 2020, we have suspended all in-person exams in Canada and internationally until further notice. Click here to read more about the precautionary actions we are taking during these difficult times.

Financial Planning I

 

The Financial Planning I (FP I) course is designed to help you deliver the most effective financial plan analysis to your valued clients, based on their personal requirements and provides you with comprehensive knowledge about financial planning. Upon successful completion, you will be able to implement best practices in budgeting, borrowing, constructing and analyzing personal financial statements.

Specifically you will learn about:

  • Advising in the Financial Services Industry
  • The Financial Planning Process
  • Budgeting and Borrowing
  • Taxes, Investments, Retirement and Wills
  • Risk Management and Life Insurance

What's more, completing the FP I puts you one step closer to earning the Personal Financial Planner (PFP®) designation and Certificate in Financial Services Advice - CSI's industry-leading credentials.

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Who Should Enrol

The FP I is designed for individuals with experience in the financial services field, interested in pursuing the new Certificate in Financial Services Advice or the Personal Financial Planner (PFP®) designation. These individuals have likely completed the Canadian Securities Course (CSC®) or the Investment Funds in Canada (IFC®) course and are looking to progress their career in financial planning.

Course leads to the following credentials:

CFSA CFSA   CFSA CFSA      PFP PFP

Note: PFP® designation is not applicable in Quebec.