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.
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Upcoming start dates
Who should attend?
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
Reviews
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...
Today's investors are looking for sophistication. The PFP helps advisors provide a higher level of financial advice to clients