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

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.

Certificate in Advanced Financial Advice

The Certificate in Advance Financial Advice is designed to support your career progression in a comprehensive financial advisory role.

It attests that you have a solid and extensive knowledge in a broad range of financial planning areas. You will be able to have more in-depth conversations and provide comprehensive advice to a wider range of clients throughout their financial lifecycle by customizing that advice as life events occur.

The Certificate in Advanced Financial Advice covers a range of technical areas including:

  • Financial Planning Process
  • Budgeting and Net Worth Planning
  • Credit and Mortgages
  • Investment Planning
  • Tax Planning
  • Retirement Planning and Insurance
  • Estate Planning & Family Law
  • Financial Planning for Small Business

Who Should Enrol

This certificate is appropriate for advisors who have completed the Certificate in Financial Services Advice and are in client-facing roles and want to offer a more comprehensive advice to their clients. It is also an important step for those seeking to obtain a recognized financial planning designation.

Completion of this certificate also leads to the following credential:

   PFP PFP

This certificate will prepare you to:

  • Build trustworthy and credible client relationships
  • Identify strategies for satisfying clients with varying needs, goals and objectives
  • Explain the importance of the financial planning process to clients
  • Explain the potential impact of life events, such as starting a family may have on the financial planning process and your client's goals and objectives
  • Identify clients financial goals and constraints to develop and customize their financial plan
  • Develop a savings plan emphasizing the importance of outlining net worth, cash flow, and saving strategies
  • Demonstrate the importance of asset allocation and risk management when recommending investment solutions for clients
  • Estimate retirement income needs and determine if those needs can be met with the clients available resources
  • Explain the benefits estate planning techniques to individuals, families and small business owners.
  • Explain the potential impact of life events, such as divorce on the estate planning process
  • Idendify opportunities to refer clients to appropriate experts for specialized advice