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At CSI, the well-being of our valued learners and employees is our highest priority. Given the seriousness of the COVID-19 (Coronavirus) and the danger of contagion, effective March 16, 2020, we have suspended all in-person exams in Canada and internationally until further notice. Click here to read more about the precautionary actions we are taking during these difficult times.

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.