PFP Designation (Course Bundle)

Canadian Securities Institute
Training overview
Program dependent
275 USD + tax
Next start date: Available to start now - Online

Course description

PFP Designation (Course Bundle)

Learn proven strategies on how to best serve your clients' individual needs through financial planning.

Gain comprehensive knowledge of the Canadian financial planning and advice space. Learn effective approaches to establish deeper client relationships built upon trust, credibility, and superior performance.

Suitability and application

Applicants must have at least 3 years of relevant work experience.

Training Content

You will learn:

  • How to develop more robust financial plans by effectively managing all aspects of a client's financial situation including: insurance, investments, retirement, estate planning and tax strategy
  • Practical 'how-to' approaches to collaborate with other industry experts to create a more comprehensive financial planning strategy
  • How to improve and maximize your client relationships

About supplier

Canadian Securities Institute

Canadian Securities Institute

The Canadian Securities Institute (CSI) has been setting the standard for excellence in life-long education for financial professionals for more than 45 years. CSI is part of Moody’s Analytics Training and Certification Services, which offers education programs and credentials throughout...

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Shannon Wood, PFP, FMA, FCSI Senior Manager Strategic Execution, RBC
Today's investors are looking for sophistication. The PFP helps advisors provide a higher level of financial advice to clients
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