Products and Services for

Aspiring and Professional Financial Planners

Plus NEW for 2025/26! (CIRO) Study Packages for Stock Brokers and more....

 Are you preparing to write one of the Personal Financial Planning Examinations: CFP, PFP, R.F.P. or QAFP? We sell success!

Study Aids

As a Professional Planner, you need ready access to comprehensive financial information, continuing education and planning software.

Professional Software

The Canadian Retirement Planner's Software™, for Professionals and individuals, to prepare comprehensive retirement plans.

Retirement Planning


 

NEW! Are you taking the CIRO Exams? Study Packages available for those who will sitting the new exams. 

NEW CIRO Study Packages