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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.

Financial Planning & Insurance Courses

If you’re the kind of person who loves helping other people achieve their dreams, while you work towards yours… consider a rewarding career in financial planning.

This is one of the more ‘personal’ parts of the banking field, focusing on helping others through advice, service, and products that help protect them against risk, as they work towards financial independence.

It’s a place where moving up is measured by the quality and quantity of relationships you foster and retain.

This is reflected by longer commitment periods (how long you must stay in the job). That’s because today’s financial institutions are seeking to give greater consistency and predictability for clients, employees, and their organizations.

Career Success Factors

Career Success Factors

Financial Planning & Insurance in Canada

Retail Banking in Canada

Learn More About
Industry Roles

Chief Compliance Officer Sr. Personal Banker
Compliance Officer Financial Planner
Investment Dealer Branch Manager Specialist Managers of:
Financial Planning or
Investment and
Retirement Planning (IRP)
Market Risk Managers Private Banker
Chief Financial Officer Insurance Agent
Branch Manager Underwriter

 

Courses

Securities Sector

  • Canadian Securities Course (CSC) 
  • Wealth Management Essentials (WME)
  • Fundamentals of Financial Planning (FOFP)
  • Financial Planning Supplement (FPSU)
  • Financial Planning Integration Course (FPIC)
  • Applied Financial Planning (AFP) Certification Examination
  • CFP Capstone Course for CFP Certification

Banking Sector

  • Canadian Securities Course (CSC) 
  • Investment Funds in Canada (IFC)
  • Personal Financial Services Advice (PFSA)
  • Financial Planning I (FP I)
  • Financial Planning II (FP II)
  • Financial Planning Integration Course (FPIC)
  • Applied Financial Planning (AFP) Certification Examination

Mutual Fund and Insurance Sector

  • Canadian Securities Course (CSC) 
  • Investment Funds in Canada (IFC)
  • Fundamentals of Financial Planning (FOFP)
  • Building a Mutual Funds Advisory Practice (BMAP)
  • LLQP Insurance Course (LIC)
  • Insurance Ethics and Professional Practice Module (IEPP)
  • Accident and Sickness Insurance Course (ASIC)

Educational Paths to Financial Planning Designations

  • Personal Financial Planner (PFP®)
  • Qualified Associate Financial Planner (QAFP™)
  • Certified Financial Planner (CFP®)
  • Financial Planner (F.Pl.). - Quebec

Investors

  • Canadian Securities Courses (CSC) for Investors

Learn More About
Credentials

PFP

What's New

What's New

  • CE Tracker Tool
  • Client Focused Reforms (CFR) Series
  • Investing in Inflationary Times
  • CE Finder Tool
  • Investment Dealer Supervisors Course (IDSC)

Top Courses

Top Courses

  • Canadian Securities Course (CSC®)
  • Investments Funds In Canada (IFC)
  • Personal Financial Services Advice
  • Wealth Management Essentials
  • Derivatives Fundamentals Course

Find Courses

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