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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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CSI & Fitch Learning: Shaping the Future of Financial Learning Together
The CSI brand will continue, as will its stewardship of the industry’s renowned certifications and designations.
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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What Continuing Education (CE) credits will you earn?
Dealing With Special High Net Worth Client Situations
| - Course Level Accreditation - | |
| Accreditation | Credits |
|---|---|
| IPF - SFPA | 15 |
| Business Succession Planning | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 4 |
| AIC - Life Insurance | 4 |
| CIM - CIM Professional development | 4 |
| CIRO-ID - Professional Development | 4 |
| CIRO-MF - Professional Development | 4 |
| CIWM - CIWM Professional development | 4 |
| DFSA - Professional Development | 4 |
| FSRA - Life Insurance | 4 |
| ICM - Life Insurance | 4 |
| ICS - Life Insurance | 4 |
| MTI - MTI | 4 |
| PFP - PFP Professional development | 4 |
| Executive Compensation | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 3 |
| CIM - CIM Professional development | 3 |
| CIRO-ID - Professional Development | 3 |
| CIRO-MF - Professional Development | 3 |
| CIWM - CIWM Professional development | 3 |
| DFSA - Professional Development | 3 |
| MTI - MTI | 3 |
| PFP - PFP Professional development | 3 |
| Financial Planning for Snowbirds | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 5 |
| AIC - Life Insurance | 4 |
| CIRO-ID - Professional Development | 5 |
| CIRO-MF - Professional Development | 5 |
| CIWM - CIWM Professional development | 5 |
| DFSA - Professional Development | 5 |
| FSRA - Life Insurance | 4 |
| ICS - Life Insurance | 4 |
| MTI - MTI | 5 |
| PFP - PFP Professional development | 5 |
| Identifying a Private ClientClient'ss Corporate Banking Needs | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 3 |
| CIRO-ID - Professional Development | 3 |
| CIRO-MF - Professional Development | 3 |
| CIWM - CIWM Professional development | 3 |
| DFSA - Professional Development | 3 |
| MTI - MTI | 3 |
| PFP - PFP Professional development | 3 |
| International Taxation for Canadian Residents | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 4 |
| AIC - Life Insurance | 4 |
| CFA Institute - CFA - PD | 4 |
| CFP - General CE | 4 |
| CIM - CIM Professional development | 4 |
| CIRO-ID - Professional Development | 4 |
| CIRO-MF - Professional Development | 4 |
| CIWM - CIWM Professional development | 4 |
| DFSA - Professional Development | 4 |
| FSRA - Life Insurance | 4 |
| ICS - Life Insurance | 4 |
| MTI - MTI | 4 |
| PFP - PFP Professional development | 4 |
| QAFP - General CE | 4 |
| Protecting a ClientClient'ss Small Business | |
| Accreditation | Credits |
| AIC - Life Insurance | 4 |
| CIRO-MF - Professional Development | 4 |
| Tax Planning for Small Businesses | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 1 |
| AIC - Life Insurance | 1 |
| CFA Institute - CFA - PD | 1 |
| CFP - General CE | 1 |
| CIM - CIM Professional development | 1 |
| CIRO-ID - Professional Development | 1 |
| CIRO-MF - Professional Development | 1 |
| CIWM - CIWM Professional development | 1 |
| DFSA - Professional Development | 1 |
| MTI - MTI | 1 |
| PFP - PFP Professional development | 1 |
| QAFP - General CE | 1 |
Estate Planning For High Net Worth Clients
| Business Succession Planning | |
| Accreditation | Credits |
|---|---|
| ADVOCIS - Structured Learning CE | 4 |
| AIC - Life Insurance | 4 |
| CIM - CIM Professional development | 4 |
| CIRO-ID - Professional Development | 4 |
| CIRO-MF - Professional Development | 4 |
| CIWM - CIWM Professional development | 4 |
| CSF - Mutual Funds | 4 |
| DFSA - Professional Development | 4 |
| FSRA - Life Insurance | 4 |
| ICM - Life Insurance | 4 |
| ICS - Life Insurance | 4 |
| IPF - SFPA | 4 |
| MTI - MTI | 4 |
| PFP - PFP Professional development | 4 |
| Creating Client Awareness of Wealth Transfer Issues | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 2 |
| AIC - Life Insurance | 2 |
| CFP - General CE | 2 |
| CIM - CIM Professional development | 2 |
| CIRO-ID - Professional Development | 2 |
| CIRO-MF - Professional Development | 2 |
| DFSA - Professional Development | 2 |
| FSRA - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| IPF - SFPA | 2 |
| PFP - PFP Professional development | 2 |
| Planned Charitable Giving for Estate Planning Purposes | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 2 |
| AIC - Life Insurance | 2 |
| CFP - General CE | 2 |
| CIM - CIM Professional development | 2 |
| CIRO-ID - Professional Development | 2 |
| CIRO-MF - Professional Development | 2 |
| CSF - Mutual Funds | 2 |
| DFSA - Professional Development | 2 |
| FSRA - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| IPF - SFPA | 2 |
| PFP - PFP Professional development | 2 |
| Preparing Clients for the Inevitable | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 2.5 |
| AIC - Life Insurance | 2.5 |
| CFA Institute - CFA - PD | 2.5 |
| CFP - General CE | 2.5 |
| CIM - CIM Professional development | 2.5 |
| CIRO-ID - Professional Development | 2.5 |
| CIRO-MF - Professional Development | 2.5 |
| CSF - Mutual Funds | 3 |
| DFSA - Professional Development | 2.5 |
| FSRA - Life Insurance | 2.5 |
| ICS - Life Insurance | 2.5 |
| IPF - SFPA | 3 |
| PFP - PFP Professional development | 2.5 |
| QAFP - General CE | 2.5 |
| Tax Planning for Wealth Transfer | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 3.5 |
| AIC - Life Insurance | 3.5 |
| CFP - General CE | 3.5 |
| CIM - CIM Professional development | 3.5 |
| CIRO-ID - Professional Development | 4.5 |
| CIRO-MF - Professional Development | 4.5 |
| CSF - Mutual Funds | 5 |
| DFSA - Professional Development | 4.5 |
| FSRA - Life Insurance | 3.5 |
| ICS - Life Insurance | 3.5 |
| IPF - SFPA | 5 |
| PFP - PFP Professional development | 3.5 |
| Trusts as an Estate Planning Tool | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 2.5 |
| AIC - Life Insurance | 2.5 |
| CFP - General CE | 2.5 |
| CIM - CIM Professional development | 2.5 |
| CIRO-ID - Professional Development | 2.5 |
| CIRO-MF - Professional Development | 2.5 |
| CSF - Mutual Funds | 4 |
| DFSA - Professional Development | 2.5 |
| FSRA - Life Insurance | 2.5 |
| ICS - Life Insurance | 2.5 |
| IPF - SFPA | 2 |
| PFP - PFP Professional development | 2.5 |
| Wealth Transfer and the Family | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 2.5 |
| AIC - Life Insurance | 2.5 |
| CFA Institute - CFA - PD | 2.5 |
| CFP - General CE | 2.5 |
| CIM - CIM Professional development | 2.5 |
| CIRO-ID - Professional Development | 2.5 |
| CIRO-MF - Professional Development | 2.5 |
| CSF - Mutual Funds | 2 |
| DFSA - Professional Development | 2.5 |
| FSRA - Life Insurance | 2.5 |
| ICS - Life Insurance | 2.5 |
| IPF - SFPA | 2 |
| PFP - PFP Professional development | 2.5 |
| QAFP - General CE | 2.5 |
Investment Strategies For High Net Worth Clients
| Alternative Assets and Private Equity | |
| Accreditation | Credits |
|---|---|
| ADVOCIS - Structured Learning CE | 3 |
| CIM - CIM Professional development | 3 |
| CIRO-ID - Professional Development | 3 |
| CIRO-MF - Professional Development | 3 |
| CIWM - CIWM Professional development | 3 |
| CSF - Mutual Funds | 3 |
| DFSA - Professional Development | 3 |
| IPF - SFPA | 3 |
| MTI - MTI | 3 |
| PFP - PFP Professional development | 3 |
| Alternative Strategies: Hedge Funds and Liquid Alts | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 6 |
| AIC - Life Insurance | 3 |
| CIM - CIM Professional development | 6 |
| CIRO-ID - Professional Development | 6 |
| CIRO-MF - Professional Development | 6 |
| CIWM - CIWM Professional development | 6 |
| DFSA - Professional Development | 6 |
| FSRA - Life Insurance | 3 |
| ICBC - Life Insurance | 3 |
| ICM - Life Insurance | 3 |
| ICS - Life Insurance | 3 |
| IPF - SFPA | 6 |
| MTI - MTI | 6 |
| PFP - PFP Professional development | 6 |
| Exempt Securities Market | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 1.5 |
| CFA Institute - CFA - PD | 1.5 |
| CFP - General CE | 1.5 |
| CIM - CIM Professional development | 1.5 |
| CIM - Professional Development | 1.5 |
| CIRO-ID - Professional Development | 1.5 |
| CIRO-MF - Professional Development | 1.5 |
| CIWM - CIWM Professional development | 1.5 |
| CSF - Mutual Funds | 1 |
| DFSA - Professional Development | 1.5 |
| IPF - SFPA | 1 |
| MTI - MTI | 1.5 |
| PFP - PFP Professional development | 1.5 |
| QAFP - General CE | 1.5 |
| Impediments to Wealth Accumulation | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 2 |
| AIC - Life Insurance | 2 |
| CFP - General CE | 2 |
| CIM - CIM Professional development | 2 |
| CIRO-ID - Professional Development | 2 |
| CIRO-MF - Professional Development | 2 |
| CIWM - CIWM Professional development | 2 |
| CSF - Mutual Funds | 2 |
| DFSA - Professional Development | 2 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| IPF - SFPA | 2 |
| MTI - MTI | 2 |
| PFP - PFP Professional development | 2 |
| International Investing | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 1.25 |
| CFP - General CE | 1.25 |
| CIM - CIM Professional development | 1.5 |
| CIRO-ID - Professional Development | 1.5 |
| CIRO-MF - Professional Development | 1.5 |
| CIWM - CIWM Professional development | 1.5 |
| CSF - Mutual Funds | 1 |
| DFSA - Professional Development | 1.5 |
| IPF - SFPA | 1 |
| PFP - PFP Professional development | 1.5 |
| Managing Your Client's Investment Risk | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 3.5 |
| CFP - General CE | 3.5 |
| CIM - CIM Professional development | 3.5 |
| CIRO-ID - Professional Development | 3.5 |
| CIRO-MF - Professional Development | 3.5 |
| CIWM - CIWM Professional development | 3.5 |
| DFSA - Professional Development | 3.5 |
| IPF - SFPA | 3 |
| PFP - PFP Professional development | 3.5 |
| Portfolio Solutions | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 2.5 |
| CFP - General CE | 2.5 |
| CIM - CIM Professional development | 2.5 |
| CIRO-ID - Professional Development | 2.5 |
| CIRO-MF - Professional Development | 2.5 |
| CIWM - CIWM Professional development | 2.5 |
| DFSA - Professional Development | 2.5 |
| IPF - SFPA | 2 |
| PFP - PFP Professional development | 2.5 |
Practice Management in High Net Worth Segment
| Attracting Clients in the High Net Worth Market | |
| Accreditation | Credits |
|---|---|
| ADVOCIS - Structured Learning CE | 2 |
| AIC - Life Insurance | 2 |
| CIM - CIM Professional development | 2 |
| CIRO-ID - Professional Development | 2 |
| CIRO-MF - Professional Development | 2 |
| CIWM - CIWM Professional development | 2 |
| DFSA - Professional Development | 2 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2 |
| ICM - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| MTI - MTI | 2 |
| PFP - PFP Professional development | 2 |
| Behavioural Finance | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 2 |
| AIC - Life Insurance | 2 |
| CFP - General CE | 2 |
| CIM - CIM Professional development | 2 |
| CIRO-ID - Professional Development | 2 |
| CIRO-MF - Professional Development | 2 |
| DFSA - Professional Development | 2 |
| FSRA - Life Insurance | 2 |
| ICBC - Life Insurance | 2 |
| ICM - Life Insurance | 2 |
| ICS - Life Insurance | 2 |
| PFP - PFP Professional development | 2 |
| Dealing with Affluent Clients | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 1 |
| AIC - Life Insurance | 1 |
| CFP - General CE | 1 |
| CIM - CIM Professional development | 1 |
| CIRO-ID - Professional Development | 1 |
| CIRO-MF - Professional Development | 1 |
| DFSA - Professional Development | 1 |
| FSRA - Life Insurance | 1 |
| ICBC - Life Insurance | 1 |
| ICM - Life Insurance | 1 |
| ICS - Life Insurance | 1 |
| PFP - PFP Professional development | 1 |
| Dealing with Family Dynamics | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 1.5 |
| AIC - Life Insurance | 1.5 |
| CFP - General CE | 1.5 |
| CIM - CIM Professional development | 1.5 |
| CIRO-ID - Professional Development | 1.5 |
| CIRO-MF - Professional Development | 1.5 |
| DFSA - Professional Development | 1.5 |
| FSRA - Life Insurance | 1.5 |
| ICBC - Life Insurance | 1.5 |
| ICM - Life Insurance | 1.5 |
| ICS - Life Insurance | 1.5 |
| PFP - PFP Professional development | 1.5 |
| Evaluating Client Profitability | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 0.5 |
| AIC - Life Insurance | 0.5 |
| CIM - CIM Professional development | 0.5 |
| CIRO-ID - Professional Development | 0.5 |
| CIRO-MF - Professional Development | 0.5 |
| DFSA - Professional Development | 0.5 |
| FSRA - Life Insurance | 0.5 |
| ICBC - Life Insurance | 0.5 |
| ICM - Life Insurance | 0.5 |
| ICS - Life Insurance | 0.5 |
| MTI - MTI | 0.5 |
| PFP - PFP Professional development | 0.5 |
| Final Test - Succession Planning for Advisors | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 1 |
| CIM - CIM Professional development | 1 |
| CIRO-ID - Professional Development | 1 |
| CIWM - CIWM Professional development | 1 |
| DFSA - Professional Development | 1 |
| MTI - MTI | 1 |
| PFP - PFP Professional development | 1 |
| Leveraging Professional Relationships | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 0.5 |
| AIC - Life Insurance | 0.5 |
| CFP - General CE | 0.5 |
| CIM - CIM Professional development | 0.5 |
| CIRO-ID - Professional Development | 0.5 |
| CIRO-MF - Professional Development | 0.5 |
| DFSA - Professional Development | 0.5 |
| FSRA - Life Insurance | 0.5 |
| ICBC - Life Insurance | 0.5 |
| ICM - Life Insurance | 0.5 |
| ICS - Life Insurance | 0.5 |
| PFP - PFP Professional development | 0.5 |
| Life Stages and Transitions | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 1 |
| AIC - Life Insurance | 1 |
| CFP - General CE | 1 |
| CIM - CIM Professional development | 1 |
| CIRO-ID - Professional Development | 1 |
| CIRO-MF - Professional Development | 1 |
| DFSA - Professional Development | 1 |
| FSRA - Life Insurance | 1 |
| ICBC - Life Insurance | 1 |
| ICM - Life Insurance | 1 |
| ICS - Life Insurance | 1 |
| PFP - PFP Professional development | 1 |
| Objectives Based Approach to Client Discovery | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 1.5 |
| AIC - Life Insurance | 1.5 |
| CFP - General CE | 1.5 |
| CIM - CIM Professional development | 1.5 |
| CIRO-ID - Professional Development | 1.5 |
| CIRO-MF - Professional Development | 1.5 |
| DFSA - Professional Development | 1.5 |
| FSRA - Life Insurance | 1.5 |
| ICBC - Life Insurance | 1.5 |
| ICM - Life Insurance | 1.5 |
| ICS - Life Insurance | 1.5 |
| PFP - PFP Professional development | 1.5 |
Retirement Planning For High Net Worth Clients
| Asset Location Strategies | |
| Accreditation | Credits |
|---|---|
| ADVOCIS - Structured Learning CE | 1 |
| AIC - Life Insurance | 1 |
| CIM - CIM Professional development | 1 |
| CIRO-ID - Professional Development | 1 |
| CIRO-MF - Professional Development | 1 |
| CIWM - CIWM Professional development | 1 |
| DFSA - Professional Development | 1 |
| IPF - SFPA | 1 |
| MTI - MTI | 1 |
| PFP - PFP Professional development | 1 |
| Gifting to Family Members | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 1 |
| AIC - Life Insurance | 1 |
| CFA Institute - CFA - PD | 1 |
| CIM - CIM Professional development | 1 |
| CIRO-ID - Professional Development | 1 |
| CIRO-MF - Professional Development | 1 |
| CSF - Mutual Funds | 1 |
| DFSA - Professional Development | 1 |
| IPF - SFPA | 1 |
| MTI - MTI | 1 |
| PFP - PFP Professional development | 1 |
| QAFP - General CE | 1 |
| Goal Based Investing | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 1.5 |
| AIC - Life Insurance | 1.5 |
| CFP - General CE | 1.5 |
| CIM - CIM Professional development | 1.5 |
| CIRO-ID - Professional Development | 1.5 |
| CIRO-MF - Professional Development | 1.5 |
| CSF - Mutual Funds | 2 |
| DFSA - Professional Development | 1.5 |
| FSRA - Life Insurance | 1.5 |
| ICS - Life Insurance | 1.5 |
| IPF - SFPA | 2 |
| PFP - PFP Professional development | 1.5 |
| Income Producing Investments | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 3.5 |
| AIC - Life Insurance | 3.5 |
| CFA Institute - CFA - PD | 3.5 |
| CFP - General CE | 3.5 |
| CIM - CIM Professional development | 3.5 |
| CIRO-ID - Professional Development | 3.5 |
| CIRO-MF - Professional Development | 3.5 |
| CSF - Mutual Funds | 4 |
| DFSA - Professional Development | 3.5 |
| IPF - SFPA | 3 |
| PFP - PFP Professional development | 3.5 |
| QAFP - General CE | 3.5 |
| Longevity of Retirement Portfolios | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 1.5 |
| AIC - Life Insurance | 1.5 |
| CFP - General CE | 1.5 |
| CIM - CIM Professional development | 1.5 |
| CIRO-ID - Professional Development | 1.5 |
| CIRO-MF - Professional Development | 1.5 |
| CSF - Mutual Funds | 2 |
| DFSA - Professional Development | 1.5 |
| FSRA - Life Insurance | 1.5 |
| ICS - Life Insurance | 1.5 |
| IPF - SFPA | 2 |
| PFP - PFP Professional development | 1.5 |
| Protecting Family's Wealth | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 4.5 |
| AIC - Life Insurance | 4.5 |
| CFP - General CE | 4.5 |
| CIM - CIM Professional development | 4.5 |
| CIRO-ID - Professional Development | 4.5 |
| CIRO-MF - Professional Development | 4.5 |
| CSF - Insurance of Persons | 5 |
| DFSA - Professional Development | 4.5 |
| FSRA - Life Insurance | 4.5 |
| ICS - Life Insurance | 4.5 |
| IPF - SFPA | 3 |
| PFP - PFP Professional development | 4.5 |
| Protecting Wealth Against Divorce | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 1 |
| AIC - Life Insurance | 1 |
| CFP - General CE | 1 |
| CIM - CIM Professional development | 1 |
| CIRO-ID - Professional Development | 1 |
| CIRO-MF - Professional Development | 1 |
| DFSA - Professional Development | 1 |
| FSRA - Life Insurance | 1 |
| ICS - Life Insurance | 1 |
| IPF - SFPA | 1 |
| PFP - PFP Professional development | 1 |
| Tax Strategies During Retirement | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 2.5 |
| AIC - Life Insurance | 2.5 |
| CFP - General CE | 2.5 |
| CIM - CIM Professional development | 2.5 |
| CIRO-ID - Professional Development | 2.5 |
| CIRO-MF - Professional Development | 3 |
| CSF - Mutual Funds | 3 |
| DFSA - Professional Development | 2.5 |
| FSRA - Life Insurance | 2.5 |
| ICS - Life Insurance | 2.5 |
| IPF - SFPA | 2 |
| PFP - PFP Professional development | 2.5 |
| Trusts as an Asset Protection and Tax-Minimization Tool | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 0.5 |
| AIC - Life Insurance | 0.5 |
| CFP - General CE | 0.5 |
| CIM - CIM Professional development | 0.5 |
| CIRO-ID - Professional Development | 0.5 |
| CIRO-MF - Professional Development | 0.5 |
| DFSA - Professional Development | 0.5 |
| FSRA - Life Insurance | 0.5 |
| ICS - Life Insurance | 0.5 |
| IPF - SFPA | 1 |
| PFP - PFP Professional development | 0.5 |
| Understanding Your Clients' Retirement | |
| Accreditation | Credits |
| ADVOCIS - Structured Learning CE | 3 |
| AIC - Life Insurance | 3 |
| CFP - General CE | 3 |
| CIM - CIM Professional development | 3 |
| CIRO-ID - Professional Development | 3 |
| CIRO-MF - Professional Development | 3 |
| CSF - Mutual Funds | 3 |
| DFSA - Professional Development | 3 |
| FSRA - Life Insurance | 3 |
| ICS - Life Insurance | 3 |
| IPF - SFPA | 3 |
| PFP - PFP Professional development | 3 |