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Financial Planning Course for Insurance Professionals (FPP)

 

Please note: This course is no longer offered.

CSI's FPP program has been designed specifically for insurance professionals who already have their Mutual Fund Dealers Association (MFDA) license* and want to earn the Certified Financial Planner (CFP™) designation. It combines the Professional Financial Planning Course (PFPC) with the Securities Fundamentals for Financial Professionals (SFFP) course to offer a faster, smarter way to qualify to challenge the CFP exams.

Qualify to Write the CFP

Completing the FPP qualifies you to write the CFP exams. It's one of the fastest paths to this professional accreditation for insurance agents, and an important step toward expanding your service offering and profits.

*If you have completed the Canadian Securities Course, you only need to complete the PFPC to qualify to write the CFP exams.

Prerequisites: MFDA License. You can only enrol in this course as a component of CSI's Financial Planning Program (FPP) for Insurance Professionals.

To review course content, please visit the individual course pages.

What's Included:

You have 18 months from your enrolment date to complete the Financial Planning Program, including this course. Please see the FPP page for enrolment and course materials.

  • Electronic editions of your textbooks in PDF format
  • Online lessons and activities to enhance your understanding of course material
  • Discussion boards where you can talk to fellow students and CSI academic advisors
  • A glossary of financial terms
  • A calendar to help you plan and organize your study schedule

In addition, this enrolment kit includes your:

  • Securities Fundamentals for Financial Planners textbook (if purchased)
  • Professional Financial Planning Course textbook
  • Tax Planning For You and Your Family (KPMG)
  • Learning Your Way guide

To review exam formats and structures, please visit the individual product pages.

COURSE CERTIFICATE

On successful completion of this course CSI will mail you a wall certificate within 4 - 6 weeks of course completion. If you would like to purchase a frame to display your certificate please click here. Please ensure that your First and Last Name on your profile match your First and Last Name on your Government Issued Photo identification - this will ensure you receive an accurate certificate.

*There is no charge for your first attempt at a paper-based exam within Canada, as long as it's at a regular exam center and you provide a minimum of 14 days notice before the date that you want to write the exam. If you would like to write a computer-based exam, an additional fee will be required.

Each subsequent paper-based exam attempt at a regular exam centre within Canada will also require an additional fee. This fee is in addition to any special, computer-based or international fees that may apply. You must provide a minimum of 14 days notice within Canada at a regular exam centre and 4 weeks notice for all other centres. Please note that the date of the exam is not part of any notice period.

†Please note: Access to your online materials will close 2 weeks after successful course completion or course expiry (whichever comes first). This course can be extended by 1 year provided you have not exceeded the attempts allowed for each exam. You can view CSI extension fees here. Your enrolment period can only be extended one time.

Important: During a student's enrolment period, CSI may update this course. In that case, details about the update and how it may affect students will be posted online via My CSI. Students are held responsible for and are examinable on the content in the course textbook(s) provided at the time of enrollment unless stated otherwise in My CSI. Students are encouraged to check My CSI regularly throughout their enrolment period.

Continuing Education (CE) Credits

Click the links below or the buttons at the top of the page on the right side to access CE accreditation information. To search for specific course information, press Ctrl + F and then enter the course name to search the document for the information you are interested in.

National/Provincial (Excluding Quebec)
Download CE Chart (PDF, 163 kb)

Quebec (IQPF/CSF)
Download IQPF/CSF Chart (PDF, 182 kb)

Please note: While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the charts above may be subject to change.

For details on the organizations and other information on CE Credits listed in the above charts, please click here.

Financial Planning Course for Insurance Professionals (FPP)
Online, interactive version with online textbooks (PDF) $N/A
Online, interactive version with hard-copy textbooks $N/A

SHIPPING & HANDLING

  • Printed course materials will ship within 5-10 business days of purchase
  • Electronic course materials will be available immediately upon purchase
  • Shipping costs vary by location & will be displayed on the final screen of check out
  • Shipping and handling fees will apply to all orders that include printed course materials.

Corporate discounts may apply. Please be sure to identify your employer during the enrollment process or contact your human resources or training department to determine eligibility. Discounts will be applied during the enrolment process.

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