FP I — Financial Planning I (Study Hub + Practice)

Financial Planning I (FP I) covers foundational personal finance planning: the planning process and advisor role, budgeting and credit, mortgages, taxation, investments and registered plans, retirement planning, wills and powers of attorney, and risk management and life insurance.

Official structure (CSI): 1 exam, 3 hours, 80 multiple-choice questions, passing grade 60%. Source: https://www.csi.ca/en/learning/courses/fp1/exam-credits

Use this hub to prep efficiently:

• Start with the Overview for scope, weightings, and what to prioritize.
• Follow the Study Plan for 30/60/90‑day prep.
• Use the Syllabus as your objective checklist.
• Use the Cheatsheet for formulas, decision tables, checklists, and terminology (glossary included).
• Train speed with Practice.

Select a section below to begin.

In this section

• FP I Cheatsheet — Formulas, Decision Tables, Checklists & Glossary
  High-yield FP I review: financial planning process, budgeting and credit, mortgages, taxation basics, investments and registered plans, retirement planning math, wills and powers of attorney, and risk management/life insurance—plus formulas and a large glossary.
• FP I FAQ — Common Questions (Planning Process, Tax, Retirement, Insurance)
  Frequently asked questions for CSI Financial Planning I (FP I): exam format, official weightings, what to focus on, and how to practice efficiently.
• FP I Overview — Budgeting, Tax, Investing, Retirement, Estates, and Insurance
  High-level overview of CSI Financial Planning I (FP I): what’s tested, official topic weightings, common pitfalls, and a practical prep strategy.
• FP I Practice — Drills by Topic
  Practice FP I with topic-targeted drills mapped to the official CSI weightings: planning process, budgeting/credit/mortgages, tax, investments, retirement, estates/POA, and insurance.
• FP I Resources — Official CSI Links
  Authoritative FP I resources from the Canadian Securities Institute (CSI): course page, official curriculum, and exam credits (structure + weightings).
• FP I Study Plan (30 / 60 / 90 Days)
  A practical FP I study plan: 30-day intensive, 60-day balanced, and 90-day part-time schedules mapped to the official CSI blueprint and chapter syllabus.
• FP I Syllabus — Learning Objectives by Topic
  Blueprint-aligned learning objectives for CSI Financial Planning I (FP I), organized by topic with quick links to targeted practice.