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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.

Financial Planning Supplement (FPSU)


Build on your financial planning knowledge to prepare for the PFP® or CFP® exams

The Financial Planning Supplement (FPSU) course will prepare you to earn an industry designation by providing comprehensive coverage of the financial planning process, which is essential for your career advancement.

To become a credible financial planner, you must have an in-depth understanding of financial planning practices, processes, and strategies. This course is designed to strengthen your knowledge in the necessary areas, including customized planning for individuals and market segments, insurance planning, and family and business law.

The FPSU is an essential step on the CSI educational path to certification in the financial planning field. It will provide you with the knowledge and skills you need to successfully write the Applied Financial Planning certification exam (AFP), which is a step towards the authoritative PFP® designation. This course is also part of CSI's educational paths toward the QAFP and CFP designations offered by FP Canada.

Who should enrol?

The FPSU is intended for:

  • Investment advisors and mutual fund representatives who are working towards a financial planning designation