Professional Financial Planning Course (PFPC) is offered by the Canadian Securities Institute (CSI) to students with a critical understanding of financial planning techniques and issues, whether you are planning to pursue a specialized career in financial planning or want to expand your expertise of wealth management. It fosters an independent and multi-disciplinary approach to financial planning.
This unique course allows you to meet regulatory requirements as a newly registered Investment Advisor while qualifying you to sit for the Certified Financial Planner TM (CFPTM) exam. This course is a component in the Canadian Securities Institute's Financial Management Advisor (FMA) advanced financial planning/wealth management educational stream, leading to the FMA designation.� Successful completion of the Canadian Securities Course and Professional Financial Planning Course prepares and qualifies you to take the Certified Financial Planner (CFP) exam.