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.

COURSE PRICE CART
Financial Planning 1 Reading Course®

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

$89.95

Applied Financial Planning (AFP)

The AFP certification exam tests the student’s comprehension of the previous courses and qualifies them for the PFP® professional designation.

$159.95

Financial Planning 2 Reading Course®

FP 2 provide the knowledge you need to qualify for the CSI’s Professional Financial Planning (PFP)® designation.

$116.91

Partners, Directors, & Senior Officers Course™

Study Notes are updated with new budget and regulatory changes as they occur.

$99.95

Personal Financial Services Advice Readings Course

$89.95

Latest tweets

Latest facebook posts