Financial Planning Courses

FINANCIAL PLANNING - 1

The Financial Planning I (FP I) course is designed to help you deliver the most effective financial plan analysis to your valued clients, based on their personal requirements and provides you with comprehensive knowledge about financial planning. Upon successful completion, you will be able to implement best practices in budgeting, borrowing, constructing and analyzing personal financial statements. 

FINANCIAL PLANNING - 2

FP II builds on the practical knowledge base of a financial planner learned in FP I. You will apply financial planning concepts and knowledge to determine the appropriate strategy for clients based on the collection and analysis of client information. By integrating information across the financial planning spectrum you will be able to advise clients on the financial impact of material changes in their life (life events) that could affect their financial future

PERSONAL FINANCIAL SERVICES ADVISOR (PFSA)

Everybody is different. Their financial needs and situations areas well. The Personal Financial Services Advice course helps you translate the unique requirements, challenges, and opportunities of every client into credible plans that advance their financial position. 

APPLIED FINANCIAL PLANNING (AFP)

The Applied Financial Planning (AFP) Certification Examination is an important and necessary step to become certified as a Personal Financial Planner (PFP®). Coupled with an experience requirement, it represents the final hurdle for candidates to complete the certification requirements for CSI's PFP® designation.

FINANCIAL PLANNING SUPPLEMENT (FPSU)

The Financial Planning Supplement course provides you with comprehensive coverage of the financial planning process, which is essential for your career advancement and prepares you to earn an industry designation and become a credible financial planner; by having an in-depth understanding of the practices, processes and strategies. 

CONDUCT & PRACTICES HANDBOOK COURSE (CPH)

It's a very complicated financial landscape with ever-changing regulations that professionals like you must stay knowledgeable and compliant with. The CPH course helps demystify all of the rules, providing you a clear and current understanding of the rules, regulations, practices and ethics that will guide you through your career.