CSI will be performing system maintenance on Saturday May 11th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

How to Find a PFP® Holder?

Use the PFP® Directory to locate qualified financial planners who have attained the PFP® designation.

When you hire a certified CSI financial professional, you’re hiring an expert who has been trained by Canada’s most trusted and respected financial services education provider. Since it was established in 1970 as the Canadian Securities Institute, over three-quarters of a million financial professionals have chosen CSI for their career training and development.

Please note:

  • Individuals who were granted the original PFP designation and did not move over to the PFP® will not appear in this directory. These individuals have completed a comprehensive education program but have not committed to the new PFP® requirements of 3 years of experience, annual license renewal and commitment to the PFP® Code of Ethics and Continuing Education requirements.
  • Individuals who have been suspended or have their PFP® designation revoked do not appear on the CSI Directory of PFP® Holders in Good Standing. Information on sanctions placed upon PFP® holders for a breach of the PFP® Code of Ethics is available in the Professional Conduct and Governance section of this website.

Why Choose a PFP® Holder?

Everyone’s financial “personality” is unique—from needs and goals to risk appetite. As we transition into different life stages, our financial situations evolve. A solid financial plan—and a professional to guide us through—is critical. A financial advisor can build a plan that fits and, most importantly, keeps us on track, even when life throws us curveballs.

The Personal Financial Planner (PFP®) designation is a leading credential for comprehensive financial planning in Canada. It ensures that those who earn it are qualified to evaluate and manage all aspects of a client’s ever-changing financial situation.

Those who choose to work with a PFP® can feel confident that they have a financial plan in place that fits their unique needs. Not only do PFP®s provide clients with financial advice, but they are also held to high professional standards. They are required to abide by a Code of Ethics and fulfill maintenance requirements to make sure they always bring their best to the table.

Public Complaints and Ethical Misconduct Process

To submit a complaint, please visit our complaints page.

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