CSI provides three streams towards achieving the CFP® Certification, each tailored to bankers, mutual fund dealers or investment dealers.

Investment Advisors Training Program (IATP) · Financial Planning Integration Course (FPIC) · Applied Financial Planning Certification Exam (AFP) · CIWM ...

The FP Canada Institute offers end-to-end education towards Qualified Associate Financial Planner certification and Certified Financial Planner certification.

This certification enables you to understand your clients' everyday financial planning needs and offer professional financial advice that fits their diverse ...

All investment adviser candidates in Canada must take and pass the Canadian Securities Course (CSC) exam given by the Canadian Securities Institute (CSI).

CFP certification is approved by the Financial Services Regulatory Authority of Ontario (FSRA) as a valid credential for individuals using the Financial Planner ...

The part-time Financial Planning Associate Certificate consists of 8 core courses and 4 optional courses to write the Certified Financial Planner (CFP) exam.

This eight-month graduate certificate program prepares you to become specialized in one of the fastest growing sectors in financial services.

7 Universities in Canada offering Financial Planning degrees and courses · Seneca Polytechnic · Conestoga College · Centennial College of Applied Arts and ...

Ontario college financial planning and financial services programs require an Ontario Secondary School Diploma (OSSD) or equivalent.