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Financial Planning I | 480 Questions

By Team MockExam Categories: Finance
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About Course

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 QuestionsChapter 2: Budgeting, Consumer Lending l 6 QuestionsChapter 3: Mortgages l 6 QuestionsChapter 4: Taxation l 12 QuestionsChapter 5: Investments l 12 QuestionsChapter 6: Retirement l 8 QuestionsChapter 7: Wills and Power of Attorney l 12 QuestionsChapter 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.

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What Will You 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 "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".

Course Content

Mock Exam #1
This mock exam is based on the same weighting of the real exam and includes:  Chapter 1: Managing the Financial Planning Process l 16 Questions (20%) Chapter 2: Budgeting, Consumer Lending l 6 Questions (7.5%) Chapter 3: Mortgages l 6 Questions (7.5%) Chapter 4: Taxation l 12 Questions (15%) Chapter 5: Investments l 12 Questions (15%) Chapter 6: Retirement l 8 Questions (10%) Chapter 7: Wills and Power of Attorney l 12 Questions (15%) Chapter 8: Risk Management and Life Insurance l 8 Questions (10%)

  • #1: FP1 | 80 Questions

Mock Exam #2
This mock exam is based on the same weighting of the real exam and includes:  Chapter 1: Managing the Financial Planning Process l 16 Questions (20%) Chapter 2: Budgeting, Consumer Lending l 6 Questions (7.5%) Chapter 3: Mortgages l 6 Questions (7.5%) Chapter 4: Taxation l 12 Questions (15%) Chapter 5: Investments l 12 Questions (15%) Chapter 6: Retirement l 8 Questions (10%) Chapter 7: Wills and Power of Attorney l 12 Questions (15%) Chapter 8: Risk Management and Life Insurance l 8 Questions (10%)

Mock Exam #3
This mock exam is based on the same weighting of the real exam and includes:  Chapter 1: Managing the Financial Planning Process l 16 Questions (20%) Chapter 2: Budgeting, Consumer Lending l 6 Questions (7.5%) Chapter 3: Mortgages l 6 Questions (7.5%) Chapter 4: Taxation l 12 Questions (15%) Chapter 5: Investments l 12 Questions (15%) Chapter 6: Retirement l 8 Questions (10%) Chapter 7: Wills and Power of Attorney l 12 Questions (15%) Chapter 8: Risk Management and Life Insurance l 8 Questions (10%)

Mock Exam #4
This mock exam is based on the same weighting of the real exam and includes:  Chapter 1: Managing the Financial Planning Process l 16 Questions (20%) Chapter 2: Budgeting, Consumer Lending l 6 Questions (7.5%) Chapter 3: Mortgages l 6 Questions (7.5%) Chapter 4: Taxation l 12 Questions (15%) Chapter 5: Investments l 12 Questions (15%) Chapter 6: Retirement l 8 Questions (10%) Chapter 7: Wills and Power of Attorney l 12 Questions (15%) Chapter 8: Risk Management and Life Insurance l 8 Questions (10%)

Mock Exam #5
This mock exam is based on the same weighting of the real exam and includes:  Chapter 1: Managing the Financial Planning Process l 16 Questions (20%) Chapter 2: Budgeting, Consumer Lending l 6 Questions (7.5%) Chapter 3: Mortgages l 6 Questions (7.5%) Chapter 4: Taxation l 12 Questions (15%) Chapter 5: Investments l 12 Questions (15%) Chapter 6: Retirement l 8 Questions (10%) Chapter 7: Wills and Power of Attorney l 12 Questions (15%) Chapter 8: Risk Management and Life Insurance l 8 Questions (10%)

Mock Exam #6
This mock exam is based on the same weighting of the real exam and includes:  Chapter 1: Managing the Financial Planning Process l 16 Questions (20%) Chapter 2: Budgeting, Consumer Lending l 6 Questions (7.5%) Chapter 3: Mortgages l 6 Questions (7.5%) Chapter 4: Taxation l 12 Questions (15%) Chapter 5: Investments l 12 Questions (15%) Chapter 6: Retirement l 8 Questions (10%) Chapter 7: Wills and Power of Attorney l 12 Questions (15%) Chapter 8: Risk Management and Life Insurance l 8 Questions (10%)

Student Ratings & Reviews

5.0
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MY
1 year ago
I took the IFC mock exams from your team on Udemy back in Feb, and they were such a huge help! Thanks to those tests, I entered the banking industry in April and just got promoted to Financial Advisor. Now that I need to take FP1 and FP2, I was so happy to find out you have mock exams for FP1 too! You were the first instructors that came to mind when I started studying again, and I’m thrilled to see you have your own website now—congrats on that! The FP1 mocks are just as amazing as the IFC ones. The questions are so well-structured, and the explanations really make everything click. Please, please have a set ready for FP2 soon—I’ll be the first to sign up. Thank you so much for helping me grow in my career!
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