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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.

Personal Financial Planner (PFP®)

Designation Application
Application fee for first time Personal Financial Planner (PFP®) designation candidates*. Note that this fee is non-refundable. $325.00

*IMPORTANT: Prior to submitting your application, please be sure that you have met the 3 years of relevant work experience requirement.

Made out of the finest mahogany, this impressive high gloss frame with black velvet matte and a gold fillet has been uniquely designed for the PFP designation.
Exclusive to the PFP® Designation
11" x 14" $90.00*
*plus applicable taxes, shipping & handling