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FP I Study Plan (30 / 60 / 90 Days)

A practical FP I study plan: 30-day intensive, 60-day balanced, and 90-day part-time schedules mapped to the official CSI blueprint and chapter syllabus.

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FP I is an 80-question exam, and the best prep loop is simple:

Syllabus → short drills → review misses → mixed sets → checkpoint.

How long should you study?

CSI’s official guidance is 70 – 90 hours of study for FP I.

Source: https://www.csi.ca/en/learning/courses/fp1/exam-credits

Choose a timeline based on hours per week:

Time you can commit Recommended plan
18–24 hrs/week 30‑day intensive
9–12 hrs/week 60‑day balanced
6–8 hrs/week 90‑day part‑time

30-Day Intensive Plan

Target pace: ~18–24 hours/week.
Goal: finish all chapters once, then harden decision speed with mixed practice.

Week Focus (CSI chapters) What to do Links
1 Ch 1–2 Process first: advisor role + planning workflow; then build cash flow, net worth, credit vocabulary. Overview • Syllabus
2 Ch 3–4 Mortgages + taxation: learn the vocabulary and the “directional math” (what makes costs go up/down). Cheatsheet • Practice
3 Ch 5–6 Investments + retirement: risk/return basics, registered plans, retirement needs framing. Cheatsheet • Practice
4 Ch 7–8 + review Estates/POA + risk management/insurance; then 2–3 mixed sets and close gaps. Syllabus • Practice

60-Day Balanced Plan

Target pace: ~9–12 hours/week.
Goal: spaced repetition so terms and decision rules stick.

Week Focus What to do
1 Ch 1 Planning process + advisor role; create a “missing info / next step” checklist.
2 Ch 2 Budgeting + credit fundamentals; drill statements and ratios (concept).
3 Ch 3 Mortgages; compare mortgage types and focus on affordability logic.
4 Ch 4 Taxation; build a deductions-vs-credits rule list (concept).
5 Ch 5 Investments + TFSA/RESP; practice “match the product to the constraint” questions.
6 Ch 6 Retirement; do several “needs vs resources” gap scenarios (concept).
7 Ch 7 Wills + POA; focus on roles, scope, and vulnerable client considerations.
8 Ch 8 + review Risk + life insurance; build a needs-analysis checklist, then finish with mixed sets.

90-Day Part-Time Plan

Target pace: ~6–8 hours/week.
Goal: consistent cadence with frequent short drills.

Week Focus What to do
1 Ch 1 Process and role vocabulary; practice “best next step” logic.
2–3 Ch 2 Cash flow, statements, budgeting, credit basics, debt service ratios (concept).
4 Ch 3 Mortgages vocabulary + affordability checklist (concept).
5 Ch 4 Tax system basics + deductions vs credits rules (concept).
6 Ch 5 Risk/return basics + investment types + TFSA/RESP use cases.
7 Ch 6 Retirement plans + retirement needs calculation framing.
8–9 Ch 7 Wills + POA; practice scope and role questions.
10 Ch 8 Risk management + insurance types + needs analysis (concept).
11–12 Review Mixed sets, miss-log cleanup, and finalize a one-page formula pack + glossary.

How to integrate the Mastery app

  • Use Practice for short drills by topic (5–15 questions), then review every miss.
  • Once per week, do a mixed set to force transfer across budgeting ↔ tax ↔ investments ↔ retirement ↔ estates ↔ insurance.

✅ Next: open the Syllabus and begin Topic 1.

Overview
Syllabus