Financial Planning

Financial Planning 1 Reading Course®


FP 1 provide the knowledge you need to qualify for the CSI’s Professional Financial Planning (PFP)® designation.

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Financial Planning 1 (FP 1) covers budgeting, debt management, and constructing and analyzing personal financial statements, including taxes, investments, retirement, wills, and insurance. This is the second course in the CSI’s Personal Financial Planner (PFP)® program.

Oliver’s FP 1 and FP 2 study materials are designed to support the Financial Planning 1 and Financial Planning 2, and do not constitute the actual enrolment in the course. Students must enroll with the Canadian Securities Institute (CSI) in order to write the FP 1 and FP 2 exams.

Study Notes (FP 1):

  • Easy to follow outline of core points
  • Simplified English
  • Illustrations and examples
  • Allow potential student to preview course
  • Convenient reference book
  • 4 modules in FP 1
  • 153 open-end review questions in FP 1

Exam Prep (FP 1):

  • Questions follow style, content, format, and difficulty of actual exam questions
  • Questions are organized by table of contents
  • 315 questions in FP 1

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Financial Planning FP1 Study Notes
Financial Planning FP1 Exam Prep
Financial Planning FP1 Study Notes & Exam Prep