CSI will be performing maintenance on June 22nd from 7:00 PM to 12:00 AM EST. Exam scheduling will be unavailable. Existing exam bookings will not be impacted. Please do not submit support tickets for scheduling issues during this time.


In this course, you will learn how to effectively analyze the financial planning issues most companies face. In this regard, you will learn about the different forms of business entities and how they are taxed, including the specific issues that apply to corporate taxation. Furthermore, you will learn how to interpret a company’s financial situation, and you will gain an understanding of the intricacies business owners must contend with, such as business valuation, succession planning, cash management, expansion plans, and competitive pressures.  

Who should enrol?

Enrol in the Financial Planning for Businesses – Quebec course if you’re: 

  • An advisor who wishes to acquire knowledge in financial planning for businesses to complement your current role 
  • A professional working toward obtaining financial planning credentials
  • Experienced in the financial services field and looking to further advance a career in financial planning by pursuing the Quebec  financial planning designation, Fin.Pl