Canadian Securities Institute, Moody's Analytics Training & Certification Services
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Professional Financial Planning Course (PFPC®)

 

IMPORTANT NOTICE

CSI has re-engineered its financial planning program to provide you with the best available financial planning information based on current industry best practices.

Please be advised that the PFPC course is no longer part of the 30 month requirement for licensing purposes under IIROC rules. It was replaced by Wealth Management Essentials in 2006.

Additionally, the PFPC course was discontinued on January 31, 2010, and has been replaced with FP I and FP II for the purposes of completing courses leading to the PFP® or CFP® designations. Wealth Management Essentials can be a replacement for FPI and FPII only if the WME-FP Supplement is also successfully completed.