WebThe Designated Financial Services Advisor (DFSA ™) designation is a leading credential for financial advice in Canada. It is approved by the Financial Services Regulatory Authority of Ontario (FSRA) for using the Financial Advisor title in the province of Ontario. WebOnce the choice of only high-net-worth individuals, real assets have moved into the mainstream and are now within reach of the typical retail investor. * Alternative strategies are covered in detail in CSI’s course, Alternative Strategies: Hedge Funds and Liquid Alternatives. * Private equity and private credit are covered in detail in CSI ...
Index [ffi.psi.org]
WebAbout. Financial Planning II (FP II) will provide you with advanced knowledge of key financial planning strategies. Building on the techniques learned in Personal Financial Services Advice (PFSA) and Financial Planning I (FP I), students will refine their skills, enabling them to anticipate the evolving needs of a complex and sophisticated ... WebThe Canadian Securities Course (CSC®) is the foundational financial services credential required to perform transactions in securities, mutual funds and alternative funds in many financial services positions. This course will help learners fulfill the baseline securities licensing requirement for IIROC, provincial regulatory and MFDA licensing ... the warranty family on youtube
Financial Planning Integration Course (FPIC) Canadian …
WebOnly students who have completed the Financial Planning II (FP II) course or the Financial Planning Supplement (FPSU) course are eligible to enrol in the course. Please ensure to enrol in the FPIC version that reflects the learning path that you are following to achieve the PFP® designation. WebCSI offers three paths to the CFP® certification. Stream 1: CFP® Certification Route for Bankers Stream 2: CFP® Certification Route for Mutual Fund Representatives (MFDA) *CSI decommissioned the Fundamentals of Financial Planning and Building a Mutual Funds Advisory Practice in October 2024. WebThe primary focus of a professional designation is the assessment and demonstration of competence, experience and ethical behaviour in the application of the competencies. All CSI designation programs require educational requirements to be met prior to the assessment for certification purposes. The certification status is granted on a time ... the warratahs songs