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”.
A combination of financial knowledge and soft skills is crucial to help meet your goals and drive effective client conversations. The Personal Financial Services Advice (PFSA) is a short online course to help you improve your communications skills, build stronger, more profitable relationships and, ultimately, grow your client base.
Take advantage of a 10% discount on your Personal Financial Services Advice (PFSA) course registration.
PFSA
Online version with Textbook
Includes:
- Online, Interactive Version
- Online PDF Textbook
- Hard Copy Textbook
PFSA
Online version with PDF Textbook
Includes:
- Online, Interactive Version
- Online PDF Textbook
Path To Prestigious Global Credentials
Completing the PFSA puts you one step closer to earning the Personal Financial Planner (PFP®) designation and Certificate in Financial Services Advice — CSI’s industry-leading credentials.
What You’ll Learn
- Interview clients to understand their unique financial needs and situation
- Build positive and profitable client relationships through communication, trust and credibility
- Identify strategies for satisfying clients with varying needs, goals and objectives
- Establish a loyal client base through adherence to superior performance and service standards