Click this button to login to my csi Click this button to logout of my csi Click this button to get our contact information Français A A A Click this button to access your shopping cart 0
Welcome
Access Online Courses
Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu
  1. ABOUT CSI

    1. CORPORATE PROFILE

      1. About CSI
      2. Media Room
      3. Partners
    2. CAREERS

      1. Opportunities
    3. RESOURCES

      1. Webinar Series
      2. Resources Hub
      3. CSI Podium
    4. LEARNING SOLUTIONS

      1. Licensing Courses
      2. Designations
      3. Post-Secondary Students
      4. Newcomers To Canada
      5. Corporate Solutions
    5. Insiders Guide
    6. FacebookTwitterlinkedinyouTube
  2. THE CSC & IFC

    1. CSC®

      1. About the CSC®
      2. Careemap / Job Finder Tool
      3. Enrol Now
      4. CSC® Review Webinars
    2. IFC

      1. About the IFC
      2. Enrol Now
    3. ARE YOU:

    4. Visit the CSI Career Map
    5. CSI Career map
  3. OUR COURSES

    1. AREAS

      1. Retail Banking
      2. Financial Planning and Insurance
      3. Investment Management
        and Trading
      4. Wealth Management & Private Banking
      5. Business Banking
      6. Leadership, Management & Compliance
    2. Continuing Education (CE)

      1. Online Courses
      2. CE Finder Tool
      3. CE Tracker Tool
      4. CE Credits Information
    3. STUDY TOOLS

      1. Bundle & Save
    4. PREVIOUSLY OFFERED PRODUCTS

      1. Previously Offered Courses
      2. Previously Granted Credentials
    5. CERTIFICATION EXAMS

      1. Apply Here
      2. Frames
    6. our complete course cataloge
    7. Insiders Guide
    8. Bundle and Save with the CSC
  4. DESIGNATIONS & CREDENTIALS

    1. BUSINESS BANKING

      1. Certificate in Commercial Credit
      2. Certificate in Small Business Banking
    2. FINANCIAL PLANNING

      1. Certificate in Advanced Mutual Funds Advice
      2. Certificate in Advanced Financial Advice
      3. Certificate in Financial Services Advice
      4. Certificate in Personal Banking
      5. Personal Financial Planner (PFP®) designation
    3. INVESTMENT MANAGEMENT & TRADING

      1. Certificate in Advanced Investment Advice
      2. Certificate in Advanced Mutual Funds Advice
      3. Certificate in Derivatives Market Strategies
      4. Certificate in Equity Trading and Sales
      5. Certificate in Fixed Income Trading and Sales
      6. Certificate in Investment Dealer Compliance
      7. Certificate in Technical Analysis
      8. Chartered Investment Manager (CIM)® designation
      9. Fellow of CSI (FCSI®)
    4. LEADERSHIP, MANAGEMENT & COMPLIANCE

      1. Certificate in Banking Management
      2. Certificate in Investment Dealer Compliance
      3. Fellow of CSI (FCSI®)
    5. RETAIL BANKING

      1. Certificate in Banking Management
      2. Certificate in Financial Services Advice
      3. Certificate in Personal Banking
      4. Personal Financial Planner (PFP®) designation
    6. WEALTH MANAGEMENT

      1. Certificate in Advanced Investment Advice
      2. Certificate in Estate Planning and Trust Strategy
      3. Certificate in Retirement Strategy
      4. Certified International Wealth Manager (CIWM) designation
      5. MTI – Estate and Trust Professional®
  5. CORPORATE SOLUTIONS
      1. Home
      2. How We Work
      3. Specialisation
      4. Meet the Team
    1. Client Focused Reforms
  6. SUPPORT & EXAMS

    1. NEW STUDENTS

      1. Career Map & Job Finder Tool
      2. New Student Orientation
      3. Bundle & Save on Study Tools
    2. CURRENT STUDENTS

      1. All About Exams
      2. CSI Student Policies
      3. Accessibility Policies
    3. ADDITIONAL INFORMATION

      1. FAQs
      2. Fees
      3. Forms
Home: Courses: Financial Planning Integration Course (FPIC)

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

FPIC Banner
Back To Top Course Information

Financial Planning Integration Course (FPIC)

 

IMPORTANT

As of April 15, 2020, completion of the FPIC is required for students on the CSI Education Paths prior to enrolling in the AFP Examination.

Students must complete Financial Planning II (FP II) or the Financial Planning Supplement (FPSU) course prior to enrolling in the FPIC.

The Financial Planning Integration Course (FPIC) is the final course on your path towards earning the Personal Financial Planner (PFP®) designation. The FPIC builds on what you have learned while completing your Certificate of Advanced Financial Advice.

The FPIC will help you integrate what you have learned in earlier courses and apply them to practical, real-life client situations. It will help you to assess your knowledge and your ability to apply that knowledge. It will help you identify any gaps in the different financial planning areas, so that you can address them as you study this course.

This course includes a series of quizzes, workbook questions and practice cases that serve as a "putting it all together" exercise. The purpose is to better prepare you to challenge the AFP Certification Examination and provide with the tools you need to have deeper financial planning conversations with your clients.

Also included is access to all of the courses on the CSI's PFP® Education path. That's an unparalleled value and conveniently packaged within the FPIC.

The FPIC helps you to understand what to expect on the AFP Certification Examination and how to study for it. The various integration activities are designed to help you identify your learning gaps in terms of the competencies, skills and knowledge expected of financial planners and address those gaps prior to challenging the AFP Certification Examination. This course provides you with the opportunity to refine and demonstrate your mastery in all domains of financial planning. It also helps you integrate your learning with the competencies you acquire in your day-to-day practice and the practical experience you gained through working with other experts.

Who should enrol?

As of April 15th 2020, the FPIC is designed for employees and students in the financial services industry who have completed their Certificate of Advanced Financial Advice and want to continue on the path to attaining the PFP®. *

Course leads to the following credential:

PFP PFP   MTI   MTI

 

Close
-
+

Request more information

Would you like to keep informed about CSI's products and promotions?

What's New

What's New

  • CE Cycle 9
  • CE Tracker Tool
  • Investing in Inflationary Times
  • CE Finder Tool
  • Investment Dealer Supervisors Course (IDSC)

Top Courses

Top Courses

  • Canadian Securities Course (CSC®)
  • Investments Funds In Canada (IFC)
  • Personal Financial Services Advice
  • Wealth Management Essentials
  • Derivatives Fundamentals Course

Find Courses

Find a Course

  • Course By Area
  • Course By Licensing
  • Course Index
  • Course By Career Map
  • Course By CE Finder Tool

Corporate Solutions

Learning Solutions

  • CSI Podium
  • Corporate Solutions
  • Post-Secondary Students
  • Newcomers to Canada
  • Resources Hub
  • Career Map
Entrust SSL Certificate

ABOUT CSI | THE CSC & IFC | OUR COURSES | DESIGNATIONS & CERTIFICATES | CORPORATE SOLUTIONS | SUPPORT & EXAMS
Privacy Policy | Terms of Use | Cookie Notice | Sitemap | © , Moody's Analytics Global Education (Canada), Inc. | 22.03.01.MKT.CSP 2022-03-03