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Study Tools

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PDO Check

If you enrolled in the PDO before October 9, 2024, then please choose this version.

The PDO Check is a set of two online practice tests designed to assess your readiness to take the actual PDO Exam. The practice tests are meant to simulate your exam-day experience as closely as possible. They are timed and structured with approximately the same weightings as the actual exams.

You can use the PDO Check to complement your studies as you prepare for the final exams. However, before you use it, we recommend that you complete all the course components, including the readings and review questions, to fully prepare for the practice tests and to close gaps in your learning.

Your focus, first and foremost, should be on reading and understanding the textbook so that you perform as well as possible on the practice tests.

PDO Check

If you enrolled in the PDO on or after October 9, 2024, then please choose this version.

The PDO Check is a set of two online practice tests designed to assess your readiness to take the actual PDO Exam. The practice tests are meant to simulate your exam-day experience as closely as possible. They are timed and structured with approximately the same weightings as the actual exams.

You can use the PDO Check to complement your studies as you prepare for the final exams. However, before you use it, we recommend that you complete all the course components, including the readings and review questions, to fully prepare for the practice tests and to close gaps in your learning.

Your focus, first and foremost, should be on reading and understanding the textbook so that you perform as well as possible on the practice tests.

Financial Investment Calculations Toolkit

Are you overwhelmed by financial investment calculations? Do you feel like you need a tune-up on basic math skills? You're not alone.

The CSI Financial Investment Calculations Toolkit is the ideal package for learners who need to perform calculations related to financial services.

Learn how to use a financial calculator to perform calculations common to financial services, both for your CSI courses and on the job.

You'll be introduced to essential financial math concepts, and be shown how to perform calculations step-by-step. Also included are practice questions to self-assess your financial investment calculations skills.

Financial Statement and Ratios e-Tutorial

The new Financial Statement and Ratios e-Tutorial will introduce important concepts that appear in CSI courses, and which are commonly used in the financial services industry.

You'll learn the fundamentals of financial statement analysis, including a step-by-step demonstration of how a financial statement is created. You'll also review the basics of financial ratios, which are used to evaluate the potential success and investment-worthiness of a company.

It is also a useful refresher course for students who have not encountered these concepts in some time.

Macro- and Microeconomics e-Tutorial

Having difficulty understanding the relationship between supply and demand? Or the difference between a peak and trough? Build essential business economics knowledge you need with CSI's new Macro- and Microeconomics e-Tutorial.

This e-Tutorial offers an overview of two areas of economics, Macroeconomics which focus on topics such as interest rates and inflation, the business cycle, monetary policy and fiscal policy.
Microeconomics which focus on specific topics such as supply and demand and industry cycles.

The new Macro- and Microeconomics e-Tutorial is a useful refresher course for individuals who have not encountered these concepts in some time.

Financial Planning Calculations E-tutorial

The Financial Planning Calculations E-tutorial is the ideal study tool to tune up your financial planning calculations skills. Discover essential financial planning math concepts with practice questions to self-assess your financial investment calculations skills.

The Financial Planning Calculations E-tutorial is an invaluable resource whether new to a financial planning role or currently a financial planning student wanting to develop or rebuild a sense of comfort with performing financial planning calculations.

The toolkit explains how to calculate several key financial planning-related concepts, such as budget planning, credit planning, investment planning, tax planning, retirement planning, insurance planning.