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Professional Financial Planning Course (CSI Version)

Table of Contents

  1. Introduction
  2. Financial Planning Process
  3. Budget and Savings Planning
  4. Residential Mortgages
  5. Business Law
  6. Family Law
  7. Insurance
  8. Tax Planning
  9. Retirement Planning
  10. Estate Planning
  11. Investment Management

The Professional Financial Planning Course is offered by the Canadian Securities Institute.

Study Notes for the Professional Financial Planning Course provides all the key, “need-to-know” content from the course, without the fluff. Practice learning questions and answers are provided for each chapter to test your knowledge as you progress.

The Study Notes are an invaluable study aid for anyone who is registered for the CSI Professional Financial Planning Course. The Study Notes make studying easier and more enjoyable, and increase the probability of passing the exam and completing the course with a high mark.

The Exam Prep for the Professional Financial Planning Course and the Professional Financial Planning Course, Case Studies are two additional Oliver's Notes books specifically designed to enhance the student's chance of passing the CSI exam.

The Study Notes for the Professional Financial Planning Course provides an excellent way for those not enrolled in this course to increase their knowledge of financial planning.

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Price

Study Notes

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Save$$$ A complete Home Study Kit! Buy the Study Notes and Exam Preparation Questions and save $16.95 on the cost of buying both books separately, or buy the Study Notes, Exam Prep, and Case Studies and save $26.90!

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