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Obtain the most reputable financial services license in Canada to develop your professional potential.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Taking your exam is the final step toward completing your course and achieving your career goals—and we want to make this step simple and straightforward. We continually work with our exam delivery partner, Prometric, to provide our students with an excellent exam-taking experience in a safe and secure environment.
You have the option to write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres. We provide lots of flexibility to book exams on different days and times.
Remote proctoring allows students in more remote locations or areas still under COVID-19-related restrictions to write their proctored exams safely. Students can take their exams from the comfort of their home or other location without travelling to an exam centre.
Chose to write a Remotely Proctored Exam if:
An in-person exam at a dedicated test centre provides a comfortable and quiet environment to write your exam. All our 17 exam centres across Canada follow strict social distancing guidelines for the safety of our students and staff.
Chose to write an In-Person Exam at a test centre if:
Once you’ve enrolled for a course, studied the learning material and decided on your exam format—remote proctored or in-person—you are ready to book your exam. Simply log in to MyCSI, click on Book / Reschedule / Cancel An Exam in the right-side menu, and follow the instructions on the screen.
Please review our frequently asked questions for more information about booking, rescheduling and cancelling an exam.
Edmonton | Prometric Test Center 8944 182nd St NW; Suite 316 T5T 2E3 |
Monday – Saturday 8 am – 5 pm |
Calgary | Prometric Test Center 8989 MacLeod Trail SW, Suite 301 T2H 0M2 |
Monday – Saturday 7:30 am – 4:30 pm |
Vancouver | Ashton College 1190 Melville Street, Suite 400 V6E 3W1 |
Monday – Saturday 8:30 am – 5:30 pm |
Winnipeg | Prometric Test Center 40-1128 Henderson Highway R2G 3Z7 |
Monday – Saturday 8 am – 5 pm |
St. John’s | Memorial University 1 Arctic Ave Univ. Center – 4th Floor, UC4000 A1B 5S7 |
Tuesday, Thursday, Saturday 9 am – 5 pm |
St. John’s | DLC Training 73 Tacoma drive, Suite 201 B2W 3Y6 |
Tuesday – Saturday 8 am – 5 pm |
Toronto | Trios College 425 Bloor St. East, Suite 202 M4W 3R4 |
Monday – Saturday 8 am – 5 pm |
Toronto | Cestar College 265 Yorkland Blvd, Unit 302 M2J 1S5 |
Monday – Saturday 8 am – 5 pm |
Toronto (CSI Office) | 200 Wellington Street West, 15th floor, Toronto, Ontario M5V 3C7 |
Monday – Friday |
London | Trios College 520 First Street, Unit 1 N5V 3C6 |
Monday – Saturday 8 am – 5 pm |
Hamilton | Trios College 4 Hughson Street South, 5th Floor L8N 3Z1 |
Monday – Saturday 8 am – 5 pm |
Mississauga | Prometric Test Center 1290 Central Parkway West, Suite 104 L5C 4R3 |
Monday – Saturday 8 am – 5 pm |
Ottawa | Prometric Test Center 450 March Road, Suite 101 K2K 3K2 |
Tuesday – Saturday 8 am – 5 pm |
Montreal (CSI Office) | 625, boul. René-Lévesque Ouest, 4e étage, Montréal (Québec) H3B 1R2 |
Monday – Friday |
Quebec City | Prometric Test Center 1035, Avenue Wilfrid-Pelletier, Suite 150 (Building B) S7T 0J1 |
Monday, Friday, Saturday 8 am – 5 pm |
Regina | Prometric Test Center 3520 Fifth Avenue S4T 0M2 |
Monday, Wednesday, Friday 8 am – 5 pm |
Saskatoon | Sylvan Learning Centre 502 Wellman Cres, Suite 140 S7T 0J1 |
Tuesday – Saturday 8 am – 5 pm |
Remote proctored exam provides great flexibility for students who prefer to write their exam from the comfort of their home or other location. That said, it is the student’s responsibility to ensure that their personal computer—that they plan to use for the exam—satisfies the minimum system requirements and meets all other technical criteria. Students are also responsible to ensure their surroundings and internet connection meet the remote proctoring requirements. Our exam partner, Prometric, provides technical support before and during your exam. On the exam day, the Readiness Agent or Proctor will be available to assist at all times.
To ensure you have a positive remotely proctored exam-taking experience, please review our frequently asked questions.
An in-person exam at a test centre is a great option for students who prefer to write their exams in a formal and controlled exam environment. Students will be guided through the security and check-in process as soon as they arrive at the test centre. Test centre personnel are responsible for the environment set-up and technology functionality. All you need to do is come prepared to challenge your exam.
To ensure you have a positive in-person exam-taking experience, please review our frequently asked questions.
Whether you choose remote proctoring or in-person at a test centre—you will be writing your exam on a computer application provided by our partner, Prometric. The exam platform provides you with a range of features such as tracking your exam including flagging questions, a progress bar, the ability to change answers, and bookmarking.
We recommend you explore this demo tutorial before your exam day to familiarize yourself with the exam style and review our frequently asked questions.
As soon as you complete your exam, you will receive a pass or fail grade. Official exam results are normally available within 24 hours for multiple-choice exams unless your exam is in constructed-response format. For other exam formats, results are available within 30 business days.
Upon successful course completion, you will receive a Notice of Course Completion. You will also receive a Student Performance Record (SPR) for each exam attempt that identifies how well you scored in the different topic areas.
Your academic transcript which includes information on all completed courses will be updated.
You can access all this through MyCSI. Please review our frequently asked questions for more information about exam results.