Drive effective client conversations

Get 10% off the PFSA course until Mar 31

Access your discount now

Would you like to keep informed about CSI's products and promotions?

Promotion Check

Enrol now and take advantage of a 10% discount on your course registration.

Fine-tune your soft skills to help your clients achieve their financial goals this RRSP season and beyond with the Personal Financial Services Advice (PFSA) course.

The PFSA will help you:

  • Build communications skills
  • Build stronger, more profitable client relationships
  • Grow your client base

Course Features

time

Self-paced modules spread across 50 - 70 hours

laptop

Online learning format, available 24/7

certificate

Earn a globally recognized CSI credential