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At CSI, the well-being of our valued learners and staff is our highest priority. Given the seriousness of the COVID-19, we suspended all in-person exams in Canada and internationally effective March 16, 2020. We have been monitoring the information from the government and local health authorities, and planning a reopening of some of our exam locations. Click here for more information.

Financial Planning Calculations E-tutorial


Do you need to refresh your financial planning math skills?

The new Financial Planning Calculations E-tutorial is the ideal study tool to tune up your financial planning calculations skills.

Who is the Financial Planning Calculations E-tutorial for?

  • Individuals currently enrolled in or wishing to transfer into the new Personal Financial Planner (PFP®) designation program.
  • Individuals wanting to refresh their financial planning math calculation skills.