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”.

Course Formats

IMPORTANT

Only students who have completed the Financial Planning II (FP II) course or the Financial Planning Supplement (FPSU) course are eligible to enrol in the course.

Please ensure to enrol in the FPIC version that reflects the learning path that you are following to achieve the PFP® designation. Each version of the FPIC contains the courses on the PFP® education path that are specifically tailored to the learning path named in the title.

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Financial Planning Integration Course - Bankers Path

The FPIC – Bankers Path includes the following courses: IFC, PFSA, FPI, and FPII. Select this course if you have successfully completed the aforementioned courses.

Online, interactive version to study online through a computer, tablet, or mobile.

Financial Planning Integration Course - Investment Advisors Path

The FPIC – Investment Advisors Path includes the following courses: CSC®, WME®, and FPSU. Select this course if you have successfully completed the aforementioned courses.

Online, interactive version to study online through a computer, tablet, or mobile.

Financial Planning Integration Course - Mutual Fund Path

The FPIC – Mutual Fund Path includes the following courses: CSC or IFC, AMFA Program, and FPSU. Select this course if you have successfully completed the aforementioned courses.

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