Transfer Education to the FP Canada Institute

This page is for students currently enrolled in education programs towards Certified Financial Planner^® certification or Qualified Associate Financial Planner™ certification at the Canadian Securities Institute (CSI).

The accreditation of CSI’s courses as meeting the technical education requirements on the path to CFP^® certification and QAFP^® certification has been extended to June 30, 2026. As a result, effective June 30, 2026, CSI’s courses will no longer fulfil the technical education requirements on the path to CFP certification and QAFP certification.

We’re here to ensure students do not face education disruption or additional costs.

At FP Canada, we’re committed to ensuring students who are currently enrolled with CSI and are working to complete education on the path to obtaining CFP certification or QAFP certification, are able to continue their education without disruption or extra fees.

That’s why, for a limited time CSI students have the option to complete their technical education at the FP Canada Institute.

For students who have purchased and are part way through courses on the path to CFP certification or QAFP certification, choose one of these options:

OPTION 1

You are eligible to seamlessly transfer to the FP Canada Institute.
Complete the Transition Support Request form below to transfer your existing education registration^* to the FP Canada Institute and learn how to continue your education on the path to certification. This option expires on June 30, 2026.

OPTION 2

You may continue to complete education through CSI until June 30, 2026.
Courses completed after this date will not be recognized as meeting the technical education requirements for CFP certification or QAFP certification. If you anticipate difficulty meeting this deadline, please see Option 1.

*The above-mentioned education transfer option is only applicable to individuals who purchased courses through CSI on or prior to March 31, 2026. Courses purchased on or after April 1, 2026, may be subject to a transfer fee.

To transfer to the FP Canada Institute:

Complete the Transition Support Request Form below; and
Visit your CSI student account to download:

Copies of all registration receipts for CSI course(s) for education on the path to CFP certification or QAFP certification; and 
A copy of your CSI transcript so we can assess potential course equivalencies.

If you don’t have an FP Canada ID, go to the FP Canada website and click on Get started to create your FP Canada account. Once registered, you’ll find your FP Canada ID at the top of your personal dashboard..

Upon receipt of your transfer request, you’ll receive an email from our Certificant & Student Services Team requesting your CSI documentation (receipts and transcript). Within 10 business days of receipt of your documentation, you’ll receive an email that identifies the required technical education courses remaining on your path to certification, along with information on relevant timelines.  

Once you review the remaining steps to completing your technical education and confirm you’d like to transfer to the FP Canada Institute, we’ll update the Education section of your FP Canada account with a list of the technical education requirements you’ve met and the remaining courses to be completed, so you may continue your path to certification without disruption. 

Questions?

CSI Student Transition Support Request Form

Please complete this form to connect with our dedicated transition support team.

First Name*

Last Name*

Email*

Phone*

Desired Certification*

Company Name

FP Canada ID Number

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