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  • CERTIFICATE OF ACHIEVEMENT | FIN_PLAN_CAFinancial Planning

The Financial Planning Certificate program is designed to prepare you for investment and/or financial planning careers in the financial services industry. The curriculum provides you with critical investment management skills that are demanded by financial employers and clients. The curriculum includes courses developed by the Canadian Securities Institute (CSI®).

Students who successfully complete the Canadian Securities courses and the Financial Planning courses are well prepared to write the Canadian Securities Course examinations, the qualifying exam for the investment industry. Students must be registered with CSI and must obtain course materials directly from CSI. To contact CSI, call 1.866.866.2601. 

Note: Courses are subject to change by the association.


Curriculum

Compulsory Courses

Click on course title below to view details and link to registration page.

Elective Courses

Choose 1 from the following: