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- Personal Financial Services Advice (PFSA)
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CFSA: Preferred Credential for Personal Bankers
Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Meet CE Requirements Quickly and Easily
Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
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Drive Effective Client Conversations
Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
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Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Canadian Securities Course CSC®
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Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
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FCSI® – The Highest Honour in Financial Services
Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI (FCSI®).
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PFP® – The Premier Credential for Financial Planners
Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
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CIM® – The Recognized Credential for Investment Managers
Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
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Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
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Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
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During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
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CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Featured Product
PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Enrolment Period: 1 Year
What is included in the CETS exam?
The CETS Certification Exam includes the following:
- Three exam attempts, the first one of which is included in the registration fee
- The complete up to date e-learning contents of the modules that comprise the Estate Planning for High Net Worth Clients course, specifically:
- Wealth Transfer and the Family
- Creating Client Awareness of Wealth Transfer Issues
- Preparing Clients for the Inevitable
- Business Succession Planning
- Trust as an Estate Planning Tool
- Planned Charitable Giving for Estate Planning Purposes
- Tax Planning for Wealth Transfer
Please note that because there may be a significant time period between when you complete the Estate Planning for High Net Worth Clients Course and when you are ready to register and write the CETS Certification Exam, we are providing the most up-to-date version of the course materials. When you are preparing to write the CETS exam, please use these materials to study.
What is the CETS exam structure?
| Structure | Information |
|---|---|
| Exam | 1 |
| Exam Format | Proctored (remote or in person at a test centre) |
| Exam Duration | 2 hours |
| Question Format | Multiple-choice |
| Number of questions | 60 |
| Attempts Allowed Per Exam | 3 |
| Passing Grade | 60% |
What is the CETS exam weighting?
| Exam Topics | Weighting |
|---|---|
| Wealth Transfer and the Family | 10% |
| Creating Client Awareness of Wealth Transfer Issues | 8% |
| Preparing Clients for the Inevitable | 17% |
| Business Succession Planning | 17% |
| Trusts as an Estate Planning Tool | 17% |
| Planned Charitable Giving for Estate Planning Purposes | 17% |
| Tax Planning for Wealth Transfer | 15% |