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At CSI, the well-being of our valued learners and staff is our highest priority. Given the seriousness of the COVID-19, we suspended all in-person exams in Canada and internationally effective March 16, 2020. We have been monitoring the information from the government and local health authorities, and planning a reopening of some of our exam locations. Click here for more information.

Financial Planning Supplement (FPSU)


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

The Financial Planning Supplement course provides you with comprehensive coverage of the financial planning process, which is essential for your career advancement and prepares you to earn an industry designation.

To become a credible financial planner, advisors need an in-depth understanding of the practices, processes and strategies. From customized planning for individuals and market segments to insurance planning and family law, advisors must strengthen their knowledge in a variety of areas covered in this course.

This course is also an essential component within the approved educational path that provides you with the knowledge and skills you must know to successfully write :

  • The Applied Financial Planning Examination (AFP), and then move towards the authoritative PFP® designation.
  • The Certified Financial Planner (CFP®) exams administered by the Financial Planners Standards Council (FPSC) and move towards the Certified Financial Planner (CFP®) designation .

Who should enrol?

The Financial Planning Supplement course is intended for Investment Advisors and mutual fund representatives who are working towards a financial planning designation.