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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.

Professional Financial Planning Course (PFPC®)



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.