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Description
The Applied Financial Planning® Course (AFP®) by CSI® covers practical financial planning skills, including client needs analysis and comprehensive planning strategies.
FPIC® The Financial Planning Integration Course®
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AFP® Applied Financial Planning® Exams
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PFP® Personal Financial Planner®
The Financial Planning Integration Course® (FPIC®), and accompanying Applied Financial Planning® (AFP®) certification exams, are the final steps* on the path towards earning the Personal Financial Planner® (PFP®) designation.
The SeeWhy Learning AFP® study tools condense and simplify the FPIC® course materials, and help you prepare for the challenging AFP® certification exams.
* Earning the PFP® designation also includes an experience requirement.
Success Package
180 Days (6 months) Online Access
$379.99
Your SeeWhy Learning AFP® exam prep package includes:
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Online Study Guide
Written by our trainers in plain language to help you streamline your study process and stay on track
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Online Practice Exams
Exam-level difficulty with questions representative of the real exam in terms of difficulty and focus.
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Online Chapter Quizzes
Allows you to assess your knowledge & identify areas to further study
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Mini Practice Case Studies
Marked by SeeWhy Learning coaches with personalized feedback to get you exam-ready
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Full Case Study Simulations
Marked by SeeWhy Learning coaches with personalized feedback to get you exam-ready
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Financial Mathematics Tutorials
Comprehensive overview of financial mathematics
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eLearning Videos
Designed to build the fundamental knowledge of the course material
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1000+ Questions
Includes more than 1000 practice questions with easy-to-understand answer keys
Do you work for a Canadian financial services institution?
We have many corporate and academic partners. Find out if you qualify for discounted pricing
More about our Study Tools
Our study tools allow each unique individual to approach learning in a way that best suits them. Take control of your learning journey, making it more efficient, effective, and enjoyable
1000+ Questions
Includes more than 1000 practice questions with easy-to-understand answer keys
eLearning Videos
Designed to build the fundamental knowledge of the course material
Financial Math Tutorials
Comprehensive overview of financial mathematics
Full Case Study Simulations
Marked by SeeWhy Learning coaches with personalized feedback to get you exam-ready
Mini Practice Case Studies
Marked by SeeWhy Learning coaches with personalized feedback to get you exam-readyOnline Chapter Quizzes
Allows you to assess your knowledge & identify areas to further study
Practice Exams
Exam-level difficulty with questions representative of the real exam in terms of difficulty and focus.Focused Study Guide
Written by our trainers in plain language to help you streamline your study process and stay on track
Paths to the PFP® designation
There are multiple educational routes through CSIr that lead to the PFP® designation. The two most common routes are:
Route For Bankers
IFC® or CSC® → PFSA® → FPI® → FPII® → FPIC®+AFP® → PFP® designation
Completion of the IFC® or CSC® + PFSA® + FPI® leads to a Certificate in Financial Services Advice.
Completion of the above, plus FPII® leads to a Certificate in Advanced Financial Advice.
Route for Investment Advisors (CIRO)
CSC® → WME® → FPSU® →FPIC®+AFP® → PFP® designation
Completion of the CSC® + WME® + FPSU® leads to a Certificate in Advanced Financial Advice.
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