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Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
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CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Home > Learning > Courses > Advanced Mutual Funds Advice Program (AMFA) > AMFA Program Quiz & Credits
Assessing the Client's Financial Situation | |
Accreditation | Credits |
---|---|
AIC - Life Insurance | 2 |
CIRO-MF - Professional Development | 2 |
CSF - Mutual Funds | 2 |
FSRA - Life Insurance | 2 |
ICBC - Life Insurance | 2 |
ICM - Life Insurance | 2 |
ICS - Life Insurance | 2 |
Getting to Know the Clients | |
Accreditation | Credits |
AIC - Life Insurance | 3 |
CIRO-MF - Professional Development | 3 |
CSF - Mutual Funds | 3 |
FSRA - Life Insurance | 3 |
ICBC - Life Insurance | 3 |
ICM - Life Insurance | 3 |
ICS - Life Insurance | 3 |
Understanding Behavioural Finance | |
Accreditation | Credits |
AIC - Life Insurance | 2 |
CIRO-MF - Professional Development | 2 |
CSF - Mutual Funds | 2 |
FSRA - Life Insurance | 2 |
ICBC - Life Insurance | 2 |
ICM - Life Insurance | 2 |
ICS - Life Insurance | 2 |
Tax Reduction Strategies | |
Accreditation | Credits |
---|---|
AIC - Life Insurance | 3 |
CIRO-MF - Professional Development | 3 |
CSF - Mutual Funds | 3 |
FSRA - Life Insurance | 3 |
ICBC - Life Insurance | 3 |
ICM - Life Insurance | 3 |
ICS - Life Insurance | 3 |
Understanding Tax Returns | |
Accreditation | Credits |
AIC - Life Insurance | 2 |
CIRO-MF - Professional Development | 2 |
CSF - General Subjects | 1 |
CSF - Mutual Funds | 1 |
FSRA - Life Insurance | 2 |
ICBC - Life Insurance | 2 |
ICM - Life Insurance | 2 |
ICS - Life Insurance | 2 |
Employer-Sponsored Pension Funds | |
Accreditation | Credits |
---|---|
AIC - Life Insurance | 3 |
CIRO-MF - Professional Development | 3 |
CSF - Mutual Funds | 3 |
FSRA - Life Insurance | 3 |
ICBC - Life Insurance | 3 |
ICM - Life Insurance | 3 |
ICS - Life Insurance | 3 |
Government Pension Programs | |
Accreditation | Credits |
AIC - Life Insurance | 2 |
CIRO-MF - Professional Development | 2 |
CSF - Mutual Funds | 2 |
FSRA - Life Insurance | 2 |
ICBC - Life Insurance | 2.5 |
ICM - Life Insurance | 2 |
ICS - Life Insurance | 2 |
Retirement Planning Process | |
Accreditation | Credits |
AIC - Life Insurance | 2 |
CIRO-MF - Professional Development | 2 |
CSF - Mutual Funds | 2 |
FSRA - Life Insurance | 2 |
ICBC - Life Insurance | 2 |
ICM - Life Insurance | 2 |
ICS - Life Insurance | 2 |
Retirement Savings Plans | |
Accreditation | Credits |
AIC - Life Insurance | 2 |
CIRO-MF - Professional Development | 2 |
CSF - Mutual Funds | 2 |
FSRA - Life Insurance | 2 |
ICBC - Life Insurance | 2 |
ICM - Life Insurance | 2 |
ICS - Life Insurance | 2 |
Estate Planning Strategies | |
Accreditation | Credits |
---|---|
AIC - Life Insurance | 3 |
CIRO-MF - Professional Development | 3 |
CSF - Mutual Funds | 3 |
FSRA - Life Insurance | 3 |
ICBC - Life Insurance | 2 |
ICM - Life Insurance | 3 |
ICS - Life Insurance | 2 |
Personal Risk Management | |
Accreditation | Credits |
AIC - Life Insurance | 2 |
CIRO-MF - Professional Development | 2 |
CSF - Mutual Funds | 2 |
FSRA - Life Insurance | 2 |
ICBC - Life Insurance | 2 |
ICM - Life Insurance | 2 |
ICS - Life Insurance | 2 |
Planning to Pass on the Estate | |
Accreditation | Credits |
AIC - Life Insurance | 2 |
CIRO-MF - Professional Development | 2 |
CSF - General Subjects | 2 |
FSRA - Life Insurance | 2 |
ICBC - Life Insurance | 2 |
ICM - Life Insurance | 2 |
ICS - Life Insurance | 2 |
Wealth Transfer Plans and the Family | |
Accreditation | Credits |
AIC - Life Insurance | 2 |
CIRO-MF - Professional Development | 3 |
CSF - Mutual Funds | 3 |
FSRA - Life Insurance | 2 |
ICBC - Life Insurance | 2 |
ICM - Life Insurance | 3 |
ICS - Life Insurance | 2 |
Advanced Mutual Fund Selection | |
Accreditation | Credits |
---|---|
AIC - Life Insurance | 2 |
CIRO-MF - Professional Development | 2 |
CSF - Mutual Funds | 2 |
FSRA - Life Insurance | 2 |
ICBC - Life Insurance | 2 |
ICM - Life Insurance | 2 |
ICS - Life Insurance | 2 |
Asset Allocation | |
Accreditation | Credits |
AIC - Life Insurance | 2 |
CIRO-MF - Professional Development | 2 |
CSF - Mutual Funds | 2 |
FSRA - Life Insurance | 2 |
ICBC - Life Insurance | 2 |
ICM - Life Insurance | 2 |
ICS - Life Insurance | 2 |
Introduction to Investment Management | |
Accreditation | Credits |
AIC - Life Insurance | 2 |
CIRO-MF - Professional Development | 2 |
CSF - Mutual Funds | 2 |
FSRA - Life Insurance | 2 |
ICBC - Life Insurance | 2 |
ICM - Life Insurance | 2 |
ICS - Life Insurance | 2 |
Overview of ETFs and Liquid Alts | |
Accreditation | Credits |
AIC - Life Insurance | 2 |
CIRO-MF - Professional Development | 2 |
CSF - Mutual Funds | 2 |
FSRA - Life Insurance | 2 |
ICBC - Life Insurance | 2 |
ICM - Life Insurance | 2 |
ICS - Life Insurance | 2 |
Final Quiz – Annuities and Guaranteed Minimum Withdrawal Benefit Plans | |
Accreditation | Credits |
---|---|
AIC - Life Insurance | 2 |
CSF - Mutual Funds | 2 |
FSRA - Life Insurance | 2 |
ICBC - Life Insurance | 2 |
ICS - Life Insurance | 2 |
Final Quiz – Income-Generating Investment Funds | |
Accreditation | Credits |
AIC - Life Insurance | 2 |
CSF - Mutual Funds | 2 |
FSRA - Life Insurance | 2 |
ICBC - Life Insurance | 2 |
ICS - Life Insurance | 2 |
Final Quiz – Index-Linked GICs and Mortgage-Backed Securities | |
Accreditation | Credits |
AIC - Life Insurance | 2 |
CIRO-MF - Professional Development | 2 |
CSF - Mutual Funds | 2 |
FSRA - Life Insurance | 2 |
ICBC - Life Insurance | 2 |
ICS - Life Insurance | 2 |
Final Quiz – Portfolio Longevity in Retirement | |
Accreditation | Credits |
AIC - Life Insurance | 3 |
CSF - Mutual Funds | 3 |
FSRA - Life Insurance | 3 |
ICBC - Life Insurance | 3 |
ICS - Life Insurance | 3 |
Adhering to Professional Sales Practice Standards | |
Accreditation | Credits |
---|---|
CSF - Compliance | 2 |
Developing Your Mutual Fund Business | |
Accreditation | Credits |
CSF - General Subjects | 2 |
Managing Your Mutual Fund Business | |
Accreditation | Credits |
CSF - General Subjects | 2 |
While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the charts above may be subject to change.