Study guide hub for CSI Financial Planning I (FP I) with route-fit framing, topic weights, chapter pages, review tools, and exact web practice.
Use this page as the main guide home for CSI Financial Planning I on SecuritiesMastery.com. FP I is the first real CSI planning paper in this section. It is where budgeting, borrowing, taxation, investments, retirement, estate basics, and life-insurance planning start working as one planning workflow instead of separate product notes.
Use exact web practice when you want timed mixed review, current progress tracking on Web, and a cleaner handoff from reading into exam-mode repetition.
Exam snapshot
Item
Value
Provider
CSI
Exam code
FP I
Questions in current site config
80
Time in current site config
180 minutes
Passing grade in current site config
60%
Strongest focus
planning-process discipline plus broad Canadian personal-finance judgment across debt, tax, investments, retirement, estate basics, and life insurance
Exact practice status
full FP I web practice is live
Where FP I fits
If the candidate mainly needs…
Better first instinct
the first CSI planning paper after CSC or IFC-level product knowledge
FP I
a bridge from wealth-management study into broader planning logic
WME or the WME to FP Canada bridge pages first, then FP I if the planning base still needs to be deeper
a stronger route toward CSI’s planning path and the Personal Financial Planner designation
FP I, then FP II
later-stage integrated planning, business, family-law, and estate strategy
FP II after FP I
certification-style integrated planning under FP Canada
QAFP after the planning base is already strong enough
Topic map used for this guide
Domain
Weight
What it is really doing
Managing the Financial Planning Process
20
teaches process quality, fact gathering, client statements, and recommendation sequencing
Budgeting, Consumer Lending and Mortgages
15
tests cash flow, debt service, borrowing decisions, and mortgage fit
Taxation
15
builds Canadian personal-tax vocabulary and after-tax planning instincts
Investments
15
tests investment basics, account location, registered plans, and recommendation fit
Retirement
10
introduces RRSP, RRIF, pensions, government programs, and retirement-gap thinking
Wills and Power of Attorney
15
tests estate basics, incapacity documents, executors, probate, and vulnerable-client judgment
Risk Management and Life Insurance
10
tests risk-transfer logic, policy basics, and client-needs analysis
How to use this hub well
Start with the planning process chapter because FP I rewards sequence and documentation discipline before product choice.
Keep cash flow, tax, investments, retirement, estate, and insurance tied to the same client facts instead of solving each domain in isolation.
Use the study plan for the first structured pass, the cheat sheet for faster recall, and the exact practice page when you are ready for mixed review.
Learn how CSI FP I tests investment theory, risk and return, account location, registered plans, and basic recommendation fit in a Canadian planning context.
High-yield FP I review covering the Canadian planning workflow, budgeting and credit, mortgages, taxation basics, investments and registered plans, retirement planning, estate basics, and risk management/life insurance.
Frequently asked questions for CSI Financial Planning I (FP I), including structure, route fit, topic weightings, study priorities, and how to use this guide.