CSI Financial Planning 1 Exam - How to Pass FP1

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

🔗 AFFILIATE LINKS

📚GET COPY OF MY BOOK "EVERYTHING BUT MONEY"

📈 WEALTH BUILDING BLUEPRINT FOR CANADIANS COURSE

💻 BUDGET SPREADSHEETS

📹 MY CAMERA/STUDIO EQUIPMENT

MORE ABOUT ME

DISCLAIMER & DISCLOSURE

[jessicamoorhouse]

Are you studying for FP 1 or have you passed? Or maybe you're studying for the CSC or passed that exam? Let me know in the comments! 👇

[celianavaro]

Hi Jessica, I just passed my CSC last week Friday 2024 January . I remember December I was here watching your videos. it was really tricky a lot of confusing concepts, but glad I did pass. my hard-work paid off. Next I'm taking FP1 thanks for sharing.

[HarpreetSingh-ubld]

Jessica, your video has given me confidence to go for this exam. Thank you

[Morewordstbh]

Yoooo thank you for sharing this, means a lot !!! AMA do this exam soon !!!

[dovankiet]

Congrats Jessica! I love your videos sharing those experiences. It's so helpful and informative. I also passed CSC and now I'm studying for the FP1. I'm still a college student and don't have real-life practice with it so I'm quite overwhelmed to remember those stuff.

[junekawatsu]

Congratulations Jessica! Thank you for sharing your experience, it's so helpful to hear from someone just wrote the exam! Best of luck on your CFP or QAFP journey! I would also be very interested in learning about the comparisons on CFP & QAFP. Thank you again and stay safe!

[camdonperry]

Hey! I just accepted a promotion as a Financial Advisor! I am taking the PFSA this week and then will be starting to study for FP1. Your video has been super helpful 😁

[afreelife]

I got a wind of your videos and have been glued to them. I am preparing for the CSC and I have also procrastinated a lot because I feel the material are too much to assimilate.

[nickhatzimalis]

Hello Jessica. Thanks for sharing your video. I’m currently studying for the FP1 exam and noticed you mentioned to so “practice exams.” Where did you find the practice exams?

[KM-uvkd]

Thankyou Jessica for making this video. It helps a tonne. Cheers

[StudentCanada-gf]

Hi Jessica. Simply fabulous video with all the great points. Will I get any wall certificate for CFSA, if I complete all 3 courses IFC PFSA and FP1?

[StudentCanada-gf]

Hey Jessica, I think you haven't done the IFC as you did CSC. I have just competed the IFC and also back to back competed the PFSA, now thinking about the FP-1. Could you please give me a sight idea how long possibily it may take to prepare for the FP-1? For your information, I took 2 months for the IFC and 20 days for the PFSA. Thanks!

[dejifapojuwo]

Hi Jessica .I have read the book, I'm a bit rusty with Taxation, investment and retirement and I'm planning to read that over again . Please do you know how to navigate to the practice exams on the CSI website . I am only seeing chapter quizzes.

[Slimshady]

Loved your video, Jessica. Congratulations on passing FP1 🎉🎊. Can you please make a video on the different paths available to become a CFP. Thank you. Looking forward to more videos from you. 🙂

[meeceevee]

LOVE this 😂Got my exam today and this is really easing my mind.

[Tanveersingh-bdmw]

Hi Jessica just finished csc and got job as a pba and Iam mutual funds representative now just wondering should i go with wme route or fp 1 and 2.

[hyperush]

Congratulations! I am prepare for FP1, do you think SeeWhy Learning is helpful?

[telesphorehonore]

Hi Jessica, thanks for this videos. I am doing the FP 1 as well, and just wondering about the study material you use. Did you just do the questions on CSI website or you paid for other services for questions? Thanks

[mcgaskinpg]

Hi Jessica, did you took the FP1 in 2020? Any idea if they changed now the exams. Thank you in advance for your reply. Or if anyone there that just recently took the exam for FP1 any tips what chapters should be focusing more. Thanks again.

[liamgilly]

Hi, Jessica. I recently passed my IFC, and was wondering if I should immediately hop into the FP1. I do have a position in a bank, but I haven’t been working as an FA. Should I get experienced in the role first, or would it benefit me to just have the FP1 completed beforehand?