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