Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu

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)