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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.

Financial Planning

Retail Banking
Certificate in Financial Services Advice
Canadian Securities Course (CSC®) or Investment Funds in Canada (IFC)
Personal Financial Services Advice (PFSA)
Financial Planning I (FP I)
PFP® Designation
Financial Planning II (FP II)
Applied Financial Planning (AFP) Certification Examination
 
IIROC
PFP® Designation
Canadian Securities Course (CSC®)
Wealth Management Essentials (WME)
WME for Financial Planners
WME for Investment Managers
WME for Wealth Managers
Financial Planning Supplement (FPSU)
Financial Planning I (FP I)
Financial Planning II (FP II)
Applied Financial Planning (AFP) Certification Examination
 
MFDA
Certificate in Advanced Mutual Funds Advice
Investment Funds in Canada (IFC) or Canadian Securities Course (CSC®)
Fundamentals of Financial Planning (FOFP)
Building a Mutual Funds Advisory Practice (BMAP)
PFP® Designation
Financial Planning Supplement (FPSU)
Applied Financial Planning (AFP) Certification Examination
 
Financial Planning Program – Quebec
Fundamentals of Personal Finance – Quebec (0700)
Investment and Taxation Fundamentals – Quebec (0774)
Insurance and Retirement – Quebec (0778)
Investment and Tax Planning – Quebec (0782)
Risk Management and Estate Planning – Quebec (0786)
Economics (0960)
Accounting (0955)
Legal and Ethical Aspects of Financial Planning (0790)
Financial Planning for Businesses in Quebec (0125)
Investment Funds in Canada (IFC)
 
CFP® Certification
CFP® Certification Route
CSI Capstone Course for CFP® Certification
Financial Planning Supplement (FPSU)