Browse FP 1

Chapter 2: Budgeting and Consumer Lending

In this section

  • Cash Flow and Budgeting
    [Build solid budgeting fundamentals and master cash flow management to achieve financial well-being with practical tips, real-life examples, and Canadian market insights.]
  • Preparing Client Statements
    Learn effective strategies for gathering financial data, creating net worth and cash flow statements, spotting discrepancies, and ensuring compliance in client statement preparation.
  • Budgeting and Savings Fundamentals
    Discover essential strategies for creating effective budgets, reaching savings goals, and building a strong financial foundation.
  • The Role of Financial Institutions
    Discover how Canadian financial institutions operate, support budgeting and lending, and affect everyday financial planning.
  • Credit Fundamentals
    An in-depth exploration of credit basics, including types of credit, credit scores, and best practices for responsible borrowing, tailored to the Canadian market.
  • Debt Service Ratios
    A comprehensive guide to GDS and TDS calculations, best practices, examples, and strategies to maintain healthy debt levels in Canadian financial planning.
  • Personal Borrowing Options
    Explore various types of personal loans, lines of credit, credit cards, and other borrowing solutions to manage debt effectively while balancing financial goals.

Disclaimer: Securities Exams Mastery provides independent study materials to help students prepare for exams administered by the Canadian Securities Institute (CSI). Our products and materials are not affiliated with, sponsored by, or endorsed by the Canadian Securities Institute (CSI) or the Canadian Investment Regulatory Organization (CIRO). All trademarks, including CSC®, CPH®, and others, are the property of their respective owners.

Chapter 1: Managing the Financial Planning Process
Chapter 3: Mortgages