Financial Planning

Oliver’s Study Notes for Financial Planning 1 Readings Course, offered by the Canadian Securities Institute, is designed for those with experience in financial services who are working toward the new Personal Financial Planner (PFP®) designation or the Certificate in Financial Services Advice. Furthermore, these courses will assist you in advancing your career in estate and trust planning, retirement planning and wealth management.

 

The exam-prep materials will prepare you for courses or exams required to obtain the:

  • Personal Financial Planner (PFP)®;
  • Certified Financial Planner (CFP)® designations.

 

Financial Planning Financial Planning 1 Reading Course®
$89.95
Financial Planning Applied Financial Planning (AFP)
$159.95
Financial Planning Certified Financial Planner® Core Curriculum
$449
Financial Planning Financial Planning 2 Reading Course®
$116.91
Financial Planning Partners, Directors, & Senior Officers Course™
$99.95
Financial Planning Personal Financial Services Advice Readings Course
$89.95

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