Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu

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.

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:

  • Managing the Financial Planning Process
  • Budgeting and Consumer Lending
  • Mortgages
  • Taxation, Investments and Retirement
  • Wills and Powers of Attorney
  • 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.

Learn more if you're buying for a team

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:


Note: PFP® designation is not applicable in Quebec.