AFP® Applied Financial Planning®
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.
Please read the FAQs further down this page for important information.
Do you work for a Canadian financial services institution?
If so, Click HERE to see if you qualify for discounted pricing.
Both order options include: "How to Prepare for the AFP® Case Study Exam" video lesson.
Concise summary of the textbook in an easy to understand format. Interactive and searchable.
PRINTED VERSION Included with Order Option 2
* Due to the unique nature of the AFP® series of exams, we are not able to offer a MBG on this product. However, you can register with confidence knowing that the SeeWhy AFP® study tools have been developed and field-tested with a very high success rate. We are pleased to offer this unique product to retail students for the first time.
SeeWhy Learning AFP® Study Tools
The full suite of SeeWhy AFP® study tools includes:
- Focused study guide
- Challenging chapter quiz questions with easy to understand answer keys
- Dynamic practice exam
- Over 125 eLearning video lessons
- "How to Do Financial Math Quickly and Easily" video series
- "How to Prepare for the AFP® Case Study Exam" video lesson
Path to the PFP® designation
There are multiple educational routes through CSI® 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 (IIROC)
CSC® → WME® → FPSU® → FPIC®+AFP® → PFP® designation
- Completion of the CSC® + WME® + FPSU® leads to a Certificate in Advanced Financial Advice.
SeeWhy Learning supports every course along both paths, so we have you covered from start to finish!
FAQ - Study Tools
Do you for work for a Canadian financial services institution?
If so, Click HERE to see if you qualify for discounted pricing. Discounted pricing is only available at the time of purchase, and cannot be applied or refunded retroactively.
Before contacting our Support Team, visit the extensive Question and Answer list below and on the page for Commonly Asked Questions to our Support Team. You may find a quick answer to your question, as we have covered, in detail, about 80% of the sales questions and technical support we answer on a regular basis.
Do you provide the licensing exams?
No. Please note that the purchase of SeeWhy Learning's exam preparation materials does not constitute enrolment in the actual licensing course(s). Instead, our materials are designed to assist you in understanding the content of such courses. If you have not already done so, you must register with the applicable course and exam provider to obtain their course materials and write the actual exam.
Do you provide classroom instruction?
All the SeeWhy Learning study tools (study materials) are delivered online, with the exception of the optional purchase of a printed version of the Study Guide (if available). While we offer one-on-one support to corporate partners and telephone tutoring to retail students, we do not provide traditional classroom instruction.
Can I share a subscription with a colleague?
No. Your SeeWhy Learning study centre was created for a single user and is not transferable to, or to be shared by, another user, whether it is used for the full subscription time period or part thereof. Your subscription is effectively designed for your sole use and not to be shared. Sharing access will result in termination of your subscription. Please read the full User Agreement.
How do I view subscription options and order?
When you click on any exam preparation study tools option in a course list, or view any course tools order page, you will see what is included with the subscription.
Who writes your study tools and makes your training videos?
All our exam preparation study tools are created by our professional, in-house training and curriculum team. Our training videos are created in our own video studio. Click here to meet our training team.
How do I receive my exam preparation study tools and login credentials?
After placing your order you will receive an email from SeeWhy Learning with your personal login username and password to access your learning centre at SeeWhyLogin.ca for your exam preparation study selected. Orders are automatically processed 24/7 and you will receive your payment receipt and login information emails usually within 15 minutes. The username/password is unique to you and not to be shared with any other person. Please read our EULA (End User License Agreement) if you need any clarification.
How many attempts are permitted for each exam preparation course study module?
As trainers, we understand that a student may wish to complete a module as many as 5 or 10 times, although in many cases, once or twice is sufficient. However, to accommodate varying study styles, each individual subscription allows for a maximum of 25 attempts on any single activity.
Does the Money Back Guarantee apply to the printed study guide either as an upgrade or when included in the online study tools purchase?
No. The Money Back Guarantee does not apply to the printed version of the study guide.
Who should I contact with questions about SeeWhy Learning exam preparation study tools?
Click or tap here for the Support Request page.
FAQ - CE
Who should I contact with questions about CE (continuing education)?
Visit our website for CE Courses: SeeWhyCE.ca