Financial Planning

Personal Financial Services Advice Readings Course

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Personal Financial Services Advices (PFSA) Readings Course, offered by the Canadian Securities Institute, is intended to guide the student in building stronger client relationships and offering financial advice that is specifically tailored to the individual customer. Completion of this course also marks a step towards the earning of the Certificate in Financial Services Advice and the Personal Financial Planner (PFP™) designation.


Financial Planning PFSA Study Notes
Financial Planning PFSA Exam Prep