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Mock Exams | Financial Planning I (FP I)
Rating: 4.3 out of 5(25 ratings)
163 students

Mock Exams | Financial Planning I (FP I)

If you are preparing to take the Financial Planning I (FP I) certification exam offered by CSI, this course is for you.
Last updated 4/2025
English

What you'll learn

  • This course is a set of six mock exams designed to assess your readiness to take the actual FP I Exam.
  • Assess your readiness for questions about "Managing the Financial Planning Process".
  • Assess your readiness for questions about "Budgeting, Consumer Lending".
  • Assess your readiness for questions about "Mortgages".
  • Assess your readiness for questions about "Taxation".
  • Assess your readiness for questions about "Investments".
  • Assess your readiness for questions about "Retirement".
  • Assess your readiness for questions about "Wills and Power of Attorney".
  • Assess your readiness for questions about "Risk Management and Life Insurance".

Included in This Course

480 questions
  • Mock Exam #1 l 80 Questions l 3 Hours80 questions
  • Mock Exam #2 l 80 Questions l 3 Hours80 questions
  • Mock Exam #3 l 80 Questions l 3 Hours80 questions
  • Mock Exam #4 l 80 Questions l 3 Hours80 questions
  • Mock Exam #5 l 80 Questions l 3 Hours80 questions
  • Mock Exam #6 l 80 Questions l 3 Hours80 questions

Description

MY ULTIMATE GOAL:  Make you fully prepared and confident for your FP I exam!

This course:



  • For those who are intended to take the Financial Planning I (FP I) certification exam offered by Canadian Securities Institute (CSI).

  • Covers all pages/points of the FP I book.

  • Includes 6 mock exams, each consisting of 80 questions (Total of 480 questions (No repetitive question)).

  • The closest pack of questions to the real FP I exam.

  • The number of questions (80), timing (3 hours), format (multiple-choice), level of difficulty, and passing score (60%) have been set just like your real exam.

  • Detailed explanations for each question are provided.

  • You'll be able to see how many questions you got right from which chapters and more importantly,

  • All 6 mock exams are based on the same weighting of the real exam and include:


    • Chapter 1: Managing the Financial Planning Process l 16 Questions

      Chapter 2: Budgeting, Consumer Lending l 6 Questions

      Chapter 3: Mortgages l 6 Questions

      Chapter 4: Taxation l 12 Questions

      Chapter 5: Investments l 12 Questions

      Chapter 6: Retirement l 8 Questions

      Chapter 7: Wills and Power of Attorney l 12 Questions

      Chapter 8: Risk Management and Life Insurance l 8 Questions



Our six series of mock exams meticulously replicate the format, difficulty level, and content weighting of the FP I exam. Through comprehensive practice, you will gain confidence, hone your skills, and become fully prepared to excel in your certification journey.


Disclaimer:

The trade-marks AFP, AIS, BCO, CIM, CSI, CSC, CPH, DFOL, FP1, FP2, FPIC, FPSU, IDSC, IFC, NEC, OLC, PFP, PFSA, PMT, WME, Wealth Management Essentials, Branch Compliance Officer, Canadian Securities Course, Conduct and Practices Handbook Course, Investment Funds in Canada, New Entrants Course, Wealth Management Essentials, Personal Financial Services Advice Reading, Financial Planning 1, Financial Planning 2, Financial Planning Supplement, Applied Financial Planning, and Personal Financial Planner are owned by the Canadian Securities Institute (CSI®). HTB Intelligence Inc. is not sponsored, licensed, or endorsed by the Canadian Securities Institute (CSI®). Our notes and study materials and mock exams are independently produced to assist students in preparing for their exams. These materials are not officially sponsored by any other organization in the financial services industry.

Who this course is for:

  • If you are preparing for Financial Planning I (FP I) certification exam offered by CSI, this set of six mock exams are for you!