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About

The Financial Planning Supplement (FPSU) course will prepare you to earn an industry designation by providing comprehensive coverage of the financial planning process, which is essential for your career advancement.

To become a credible financial planner, you must have an in-depth understanding of financial planning practices, processes, and strategies. This course is designed to strengthen your knowledge in the necessary areas, including customized planning for individuals and market segments, insurance planning, and family and business law.

What skills will you develop?

The FPSU is an essential step on the CSI educational path to certification in the financial planning field. Upon completion of this course, you will have the knowledge and confidence you need to help clients make smarter decisions and, ultimately, reach their goals. You will also be ready to advance your career by writing the AFP exams as a step toward the PFP®, or the QAFP™ and CFP® exams administered by FP Canada.

Who should enrol?

The FPSU is intended for Investment Advisors and Mutual Fund Representatives who are working towards a financial planning designation.

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