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Financial Planning II


The Financial Planning II (FP II) will provide you with advanced knowledge of key financial strategies. Building on the techniques learned in PFSA and Financial Planning I (FP I), students grow their skills to meet more complex client demands.

FP II builds on the practical knowledge base of a financial planner learned in FP I. You will apply financial planning concepts and knowledge to determine the proper strategy for clients based on the collection and analysis of client information, through to integrating information across financial planning components to advise clients on financial impacts of material changes in their life that could affect their financial plan.

What's more, completing the FP II puts you one step closer to earning the new Personal Financial Planner (PFP®) designation - CSI's newest industry-leading credentials.

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Who Should Enrol

You should enroll in FP II if you have experience in the financial services field, looking to further advance your career in financial planning by pursuing the new Personal Financial Planner (PFP) designation.

You have likely completed the Canadian Securities Course (CSC)® or the Investment Funds in Canada (IFC) course, followed by the recommended Personal Financial Services Advice (PFSA) and Financial Planning I (FP I).

Course leads to the following credential: