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.


We are currently updating our Certified Financial Planner Core Curriculum® study notes and case studies. Please check back for the updated course in January 2018.

Financial Planning Financial Planning 1 Reading Course®
Financial Planning Applied Financial Planning (AFP)
Financial Planning Financial Planning 2 Reading Course®
Financial Planning Partners, Directors, & Senior Officers Course™
Financial Planning Personal Financial Services Advice Readings Course

Latest tweets

Latest facebook posts