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”.


Everybody is different. Their financial needs and situations are as well. The Personal Financial Services Advice (PFSA) course helps you translate the unique requirements, challenges, and opportunities of every client into credible plans that advance their financial position.

What skills will you develop?

The Personal Financial Services Advice (PFSA) course is designed to help you confidently deliver the right advice to your clients based on their individual needs. Completing this course will also help you:

  • Improve your communications skills, build stronger, more profitable relationships, and ultimately, grow your client base
  • Profile clients’ needs, goals, and objectives
  • Assess the merits and risks of financial tools in relation to each client
  • Understand financial processes, and the ins and outs of financial law

Who should enrol?

The PFSA is designed for individuals who may have little or no background in financial planning. These individuals have likely completed the Canadian Securities Course (CSC®) or the Investment Funds in Canada (IFC) course and are looking to progress in their careers in financial planning.

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