Financial Planning Course 1 - 2023
 
Our study kits have been carefully written and structured to give you the best possible chance of succeeding at your exam. The language is simple, the learning objectives are clear and succinct. This is everything you need.  
 
Learning Objectives
 
Advising in the Financial Services Industry
The Financial Planning Process
Budgeting and Borrowing
Taxes, Investments, Retirement and Wills
Risk Management and Life Insurance
 
To watch a YouTube view of the contents, use this link: https://youtu.be/HfWf3fWT-YI
 
Study Kit Contents
 
Study Notes (485 pages) Covering:
Advising in the Financial Services Industry
Introduction to Financial Planning
Helping Your Client Budget
Borrowing and Mortgages
Taxes
Investments
Retirement
Wills
Risk Management
Life Insurance
Practice Exam Questions
100 Questions and answers covering the learning objectives
TERMinator Cards
65 Pages of flashcard style questions and answers covering the learning objectives
 
 
Full Refund Policy 
 
The full amount of your study kit purchase will be refunded if you are not successful in passing your exams. With a copy of your transcript showing an unsuccessful grade, you’ll be refunded in full with no questions asked.
 
 
Required Legal Disclaimer
 
The purchase of our exam preparation materials does not constitute enrollment in the actual licensing course(s). Instead, our materials are provided to assist you in understanding the content of such courses. For accreditation, you must register with the applicable course provider in order to obtain their course materials and write the actual exam. NOTE: Our study tools for the FP1® are for use with the course material and exam from The Canadian Securities Institute at www.csi.ca (CSI).