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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:


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


Download sample pages here:


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 (CSI).


FP1 CFP PFP Financial Planning Course 1 Canadian Securities Institute Study Kit