Qualify to write the CFP exam by completing only two courses with CSI's custom-designed education paths created specifically for insurance agents and professionals.

With your Mutual Funds License

Securities Fundamentals For Financial Planners Course

Professional Financial Planning Course

• Only three exams (written in any order).
• Self paced learning – no assignment and no module tests.
• Industry-leading online learning, exam booking and support.
• Qualify to write the CFP.

Without your Mutual Funds License

Canadian Securities Course ®

Professional Financial Planning Course

• Only four exams (written in any order).
• Self paced learning – no assignment and no module tests.
• Industry-leading online learning, exam booking and support.
• Qualify to write the CFP.

Since 1970, CSI has helped financial services professionals gain distinction through education. We offer internationally recognized courses and designations, cutting-edge online learning systems and a focus on providing the most convenient, efficient and effective learning experience available. Our graduates are recognized as trusted experts who have developed their skills and established themselves as leaders in financial services.

® CSI Global Education Inc. The CFP designation is not awarded by CSI. It is granted under license by the Financial Planners Standards Council to those who have met its educational standards, passed the FPSC Certified Financial Planner (CFP) Examination, satisfied a work experience requirement and agree to abide by FPSC Code of Ethics. Financial Planners Standards Council is the licensing authority for the initials “CFP,” term “CERTIFIED FINANCIAL PLANNER” and CFP flame logo in Canada through agreement with Financial Planning Standards Board (FPSB). The CFP certification marks are owned outside the United States by FPSB.