I passed the CSI Financial Planning 1 exam (FP1) just a few hours before making this video so I could share everything I remembered from the exam!
Since so many of you loved my video about how to pass the Canadian Securities Course (CSC), since I'm now on this journey to become a Certified Financial Planner (CFP), I thought why not document the whole process?
After passing the CSC, I signed you to the next course on the path to becoming a CFP through the Canadian Securities Institute (CSI) which is Financial Planning 1 (FP 1). The CSC was intense, so it was a relief to find that FP1 was so much easier! No bond yield calculations and basically hardly any formulas to memorize! Moreover, it was practical and applicable stuff for when you are actually a financial planner, so in general, the content was so much more enjoyable to get through.
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.
If you have any questions, ask away in the comments! And like I mentioned at the end of the video, if you passed either the CSC or FP 1, let me know in the comments so I can give you a virtual fist bump!
RESOURCES
➡️ Course info for FP 1 https://www.csi.ca/student/en_ca/courses/csi/fp1_info.xhtml
➡️ My video on how to pass the CSC https://www.youtube.com/watch?v=9TMpHYV77bw
➡️ My Wealth Building Blueprint for Canadians course https://jessicamoorhouse.com/wbb
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ABOUT ME
I'm Jessica Moorhouse, a money expert, Accredited Financial Counsellor Canada, speaker, blogger, YouTuber, and host of the More Money Podcast. I'm based out of Toronto, ON, Canada and turned my personal finance blogging side hustle into my full-time business so I could spend all my time teaching others how they can take control of their lives by taking control of their money. To learn more, check out my website https://jessicamoorhouse.com
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The content I produce is for education and entertainment purposes only. Nothing on this YouTube channel, my website or affiliated channels should be considered financial, investment or legal advice, or an endorsement for any type of service, product, or brand. Some links in this description may be affiliate links in which I may earn a commission at no extra cost to you. Please read my disclaimer to learn more: https://jessicamoorhouse.com/disclaimer/
