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.
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.
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