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.

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.


Enrollment Period: All course material will remain available for 6 months from the purchase date.

Financial Planning 2 Reading Course®

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

Enrollment Period: All course material will remain available for 6 months from the purchase date.

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

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