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.
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:
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.