Certified Financial Planner®/CFP® Certification

CSI provides you with three routes towards achieving the CFP designation. Each of these routes meets the educational requirements on the path to CFP Certification and is tailored to the intricacies of the industry (banking, mutual fund dealer or investment dealer) it is designed for. It is recommended that students opt for the route of the industry they work in or aspire to, as that route is best structured and nuanced for that particular field. “Click on a course in one of the paths to learn more and enrol.”

STREAM 1: CFP® CERTIFICATION ROUTE FOR BANKERS

Canadian Securities Course (CSC®) or Investment Funds in Canada (IFC)
Financial Planning I (FP I)
Financial Planning II (FP II)

Successful completion of the Canadian Securities Course (CSC®) or Investment Funds in Canada (IFC), Financial Planning I (FP I) and Financial Planning II (FP II) prepares and qualifies you to write the FPSC Level 1® Examination in Financial Planning, the first examination on your route to CFP Certification.

STREAM 2: CFP® CERTIFICATION ROUTE FOR MUTUAL FUND REPRESENTATIVES (MFDA)

Investment Funds in Canada (IFC) or Canadian Securities Course (CSC®) (or Canadian Investment Funds Course or Canadian Funds Course)

Fundamentals of Financial Planning
Building a Mutual Funds Advisory Practice
Financial Planning Supplement

Successful completion of the Investment Funds in Canada or the Canadian Securities Course (or the Canadian Investment Funds Course or Canadian Funds Course), the Fundamentals of Financial Planning, and the Building a Mutual Funds Advisory Practice grants you the Certificate in Advanced Mutual Funds Advice. With the addition of the Financial Planning Supplement this route qualifies you to write the FPSC Level 1® Examination in Financial Planning, the first examination on your route to CFP Certification.

STREAM 3: CFP® CERTIFICATION ROUTE FOR INVESTMENT ADVISORS (IIROC)

Canadian Securities Course (CSC®)
Wealth Management Essentials (WME)®
WME-Financial Planning Supplement or Financial Planning Supplement

Successful completion of the Canadian Securities Course (CSC®), the Wealth Management Essentials (WME) and the WME-Financial Planning Supplement or Financial Planning Supplement prepares and qualifies you to write the FPSC Level 1® Examination in Financial Planning, the first examination on your route to CFP Certification.

Please note:

Candidates must attempt the FPSC Level 1 Examination in Financial Planning within four years of completing their last CSI course en route to CFP certification, without exception. FPSC conducts this examination twice a year; in June and November. Please check the FPSC website for exact dates and plan your studies / course work accordingly.

Candidates must also complete an FPSC–approved Capstone Course before writing the CFP Examination.

To write the FPSC Level 1® Examination in Financial Planning or CFP® Examination, you must register directly with FPSC. Please note that FPSC will not accept faxes or web transcripts from individual students. Login to your CSI student profile to access your transcript through the Notice Access Center. From there you can email a copy of your web transcript to inform@fpsc.ca

For details on how to earn the CFP designation, please visit the Financial Planning Standards Council website.

STUDY AIDS

Important Information From FPSC

Students enrolled in a CSI education stream leading to CFP® certification are eligible for free access to new online services offered by Financial Planning Standards Council (FPSC). FPSC Online Resources offer access to exclusive content and interactive tools to help in the process of learning and gaining necessary work experience on the path to CFP certification.

Student resources include sample examination questionsa job board identifying financial planning positions available for students, upcoming financial planning events, including relevant conferences and seminars, as well as a Study Toolkit, which contains a number of resources to help you prepare.

To learn more about FPSC Online Resources or if you have any questions, please visit the FPSC website or contact FPSC at inform@fpsc.ca.

1 The CFP designation is not awarded by CSI. It is granted under license by the Financial Planning Standards Council to those who have met its educational standards, passed the FPSC Level 1® Examination in Financial Planning and CFP® Examination, satisfied a work experience requirement and agree to abide by FPSC Code of Ethics.

2 CFP®, Certified Financial Planner® and CFP (with flame logo) are trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.

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