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


Please note: This course has been discontinued and is no longer available for purchase.


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.