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”.


The Financial Planning Integration Course (FPIC) is the final course on your path toward earning the Personal Financial Planner (PFP®) designation. The FPIC builds on what you have learned while completing your Certificate in Advanced Financial Advice.

The FPIC will help you integrate what you have learned in earlier courses and apply them to practical, real-life client situations. The course will assess your knowledge and ability to apply that knowledge, and help you identify any gaps in the different financial planning areas so that you can address them as you study this course.

What skills will you develop?

The FPIC helps you understand what to expect from the AFP Certification Examination and how to study for it. The various integration activities are designed to help you identify your learning gaps in terms of the competencies, skills, and knowledge expected of financial planners and address those gaps prior to challenging the AFP Certification Examination.

This course provides you with the opportunity to refine and demonstrate your mastery in all domains of financial planning. It also helps you integrate your learning with the competencies you acquire in your day-to-day practice and the practical experience you gained through working with other experts.

Who should enrol?

The FPIC is designed for employees and students in the financial services industry who have completed their Certificate in Advanced Financial Advice and want to continue on the path to attaining the PFP®.

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