PFSA® Personal Financial Services Advice ® Exam Study Tools

Speed up the learning process and have a deeper understanding of what you need to know!

1
PFSA® Success
Study Guide, Flash Cards, Quizzes
$119.99
180 Days (6 months) Online Access
  • Printed Study Guide
  • Online Study Guide
  • Online Flash Cards
  • Online Quizzes
  • Online Practice Exams
  • Money Back Guarantee *
order
2
PFSA® Success PLUS
Online tools and Printed Summary
Incl Printed Guide - shipping extra $144.99
180 Days (6 months) Online Access
  • Printed Study Guide
  • Online Study Guide
  • Online Flash Cards
  • Online Quizzes
  • Online Practice Exams
  • Money Back Guarantee *
order

Read Me First! Please note that the purchase of SeeWhy Financial 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 provider in order to obtain their course materials and write the actual exam. Course provider for the PFSA® is www.csi.ca (CSI).

IMPORTANT Notice of User Agreement: Your order entitles access for one (1) person only Review our End User License Agreement - Click here for the full copy - that you agreed to during the purchase process. 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.

Personal Financial Services Advice® (PFSA®) Course Preparation Study Notes
The Personal Financial Services Advice (PFSA®) course, one of the courses required to obtain the PFP, was created to strengthen your confidence and knowledge so that you can advise your financial services prospects and clients based on their individual needs and goals. The PFSA® escalates your communications skills and helps you build stronger and profitable client relationships and confidence in your ability to professionally advise them. PFP (Personal Financial Planner): The banking industry’s equivalent of CFP. To earn this designation, administered by the Institute of Canadian Bankers (ICB), bank/financial institution employees must complete a financial planning educational program and have a minimum of six months’ work experience.

Please note that the purchase of SeeWhy Financial Learning's exam preparation materials does not constitute enrolment in the actual licensing course(s) or exam. 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 provider in order to obtain their course materials and write the actual exam. Course provider for the CSC® is www.CSI.ca (CSI).