Drive effective client conversations

Get 10% off the PFSA course until Mar 31

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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


Self-paced modules spread across 50 - 70 hours


Online learning format, available 24/7


Earn a globally recognized CSI credential