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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 Calculations E-tutorial


Discover essential financial planning math concepts with practice questions to self-assess your financial investment calculations skills.

The Financial Planning Calculations E-tutorial is an invaluable resource whether new to a financial planning role or currently a financial planning student wanting to develop or rebuild a sense of comfort with performing financial planning calculations.

The toolkit explains how to calculate several key financial planning related concepts, such as...

  • Budget Planning
  • Credit Planning
  • Investment Planning
  • Tax Planning
  • Retirement Planning
  • Insurance Planning

Enrolment and Course Material

Since this learning aid has no formal assessment, a notice of course completion will not be sent to you. You will have access to learning material online for 12 months from the date of your enrolment.