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FPSU

®

Study Guide

Table of Contents

To be used in conjunction with the money back guaranteed

Online FPSU

®

Exam Preparation Tools

available at

www.seewhylearning.com

SeeWhy Financial Learning

2

Demo / Sample Index

Exam writing skills vs. ..................................................................... 3 Knowledge of the Material............................................................... 3 Chapter 1: Financial Planning Process........................................... 4 The History of Financial Planning In Canada.............................................................4 The Financial Planning Business Today.......................................................................4 Financial Advisors.........................................................................................................4 The Emerging Trends in the Industry ...........................................................................5 Ethics and the Financial Planner ...................................................................................6 The Code of Ethics for Financial Planners ...................................................................6 The Personal Financial Planning Process ....................................................................7 Client Objectives ...........................................................................................................7 Determining the Client's Tolerance for Risk.................................................................9 Financial Planning Process..........................................................................................11 The Steps in the Financial Planning Process ..............................................................12 Signing a Contract .......................................................................................................12