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Certified Financial Planner®/CFP® Certification

 

IMPORTANT

FP CanadaTM (previously Financial Planning Standards Council) recently announced changes to the educational requirements to earn the CFP® designation or the new Qualified Associate Financial PlannerTM certification that becomes effective on January 1, 2020.  Specific details are available on the FP Canada website at https://www.fpcanada.ca/

CSI is currently updating its educational path to the CFP designation and will also be introducing a path to the new QAFPTM certification. These new education paths (subject to FP Canada final approval) will include the current CSI courses leading to the CFP designation and additional top up courses to address the curriculum changes.  The courses offered through CSI will meet the educational requirements and allow entry into the FP Canada path to the QAFP certification and CFP certification, which now also includes courses offered only through FP Canada.  

 

Commit to earning your CFP designation TODAY!

CSI has developed options to help you earn credentials for the CFP designation.

Enrolment Options

Enrol by Program

To help get you closer to achieving your CFP* designation, we've packaged some courses together to offer you the Enrol by Program option. The Program is designed to give you flexibility and cost savings while working towards your CFP designation. All courses include a hard-copy textbook(s), where applicable.

Option 1
Canadian Securities Course®
+
Financial Planning I
+
Financial Planning II
+
Capstone Course for CFP Certification
Option 2
Investment
Funds in
Canada
+
Financial Planning I
+
Financial Planning II
+
Capstone Course for CFP Certification

The Enrol by Program option is a convenient and cost-effective way to work towards your CFP designation. When you purchase your Program, your student account will be credited with a voucher for each course in the Program. When you’re ready to enrol in a course, all you have to do is log into your student account and redeem your voucher online!

* Some required courses and/or examinations for the CFP designation may not be included in the Enrol by Program option. For more information, please review the CFP designation requirements.
** Subject to change.
*** Please note that if you have enrolled in or completed a course that is included in the Enrol by Program option, you are unable to purchase the Program.