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.