The FP I course helps you deliver financial plan analysis based on clients' requirements and gives comprehensive financial planning knowledge. Learn more.

Topics covered in this chapter are: Cash Flow and Budgeting; Preparing Client Statements; Budgeting and Savings Fundamentals; The Role of Financial Institutions ...

От 174,99 CA$ до 209,99 CA$ В наличии The Financial Planning 1 Course (FP1) by CSI introduces the core concepts of financial planning, including retirement, tax, and estate planning.

Продолжительность: 19:52
Опубликовано: 15 апр. 2021 г.

Financial Planning 1 (FP 1) covers budgeting, debt management, and constructing and analyzing personal financial statements, including taxes, investments, ...

I share some of the sections I found the easiest, the sections I struggled with the most, and some of the questions I remember from the exam.

CH. 1: MANAGING THE FINANCIAL PLANNING PROCESS. CH. 2: BUDGETING AND CONSUMER LENDING. CH. 3: MORTGAGES. CH. 4: TAXATION. Depreciation. CH. 5: INVESTMENTS.

CSI Financial Planning 2 Exam - How to Pass FP 2. Jessica Moorhouse - Canadian Personal Finance · 19:52 · CSI Financial Planning 1 Exam - How to Pass FP1.

If you are preparing to take the Financial Planning I (FP I) certification exam offered by CSI, this course is for you.

Seneca financial planning program first graduate-level program in Canada to be approved by the Canadian Securities Institute (CSI). Seneca students now able to ...