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

At CSI, the well-being of our valued learners and employees is our highest priority. Given the seriousness of the Coronavirus (COVID-19) 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.

Personal Financial Planner (PFP®)

Designation Application
Application fee for first time Personal Financial Planner (PFP®) designation candidates*. Note that this fee is non-refundable. $275.00

*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