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AFP®

Applied Financial Planning®

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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®

AFP® Applied Financial Planning® Exams

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:

  • Online Study Guide
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    Written by our trainers in plain language to help you streamline your study process and stay on track
  • Online Practice Exams
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    Exam-level difficulty with questions representative of the real exam in terms of difficulty and focus.
  • Online Chapter Quizzes
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    Allows you to assess your knowledge & identify areas to further study
  • Mini Practice Case Studies
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    Marked by SeeWhy Learning coaches with personalized feedback to get you exam-ready
  • Full Case Study Simulations
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    Marked by SeeWhy Learning coaches with personalized feedback to get you exam-ready
  • Financial Mathematics Tutorials
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    Comprehensive overview of financial mathematics
  • eLearning Videos
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    Designed to build the fundamental knowledge of the course material
  • 1000+ Questions
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    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

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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-ready

Online 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
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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.