Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu

At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

Certified Financial Planner / CFP® Certification

CSI provides you with three streams towards achieving the CFP® Certification. Each of these three streams meets the educational requirements of the FP Canada Approved Advanced Curriculum Program on the path to CFP® Certification and is tailored to the intricacies of the industry (banking, mutual fund dealer or investment dealer) it is designed for. It is recommended that students opt for the route of the industry they work in or aspire to, as that route is best structured and nuanced for that particular field.

Please refer to the FP Canada website for more information on the CFP® Certification



Note:  Please refer to the FP Canada website for information on experience requirements and pre-requisites (such as college/university diplomas or degrees)


1 The CFP designation is not awarded by CSI. It is granted under license by the Financial Planning Standards Council to those who have met its educational standards, passed the CFP® Examination, satisfied a work experience requirement and agree to abide by FP Canada Code of Ethics.

2 CFP®, Certified Financial Planner® and CFP (with flame logo) are trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Standards Council is the marks licensing authority for the CFP® marks in Canada, through agreement with FPSB.