PAIP.a™ Designation

To obtain the Planning and Investment Practitioner associate (PAIP.a™) designation, candidates must complete the modules below, and pass the final exam.

The PAIP.a™ designation cover many of the same topics as the PAIP® designation, but excludes certain topics. These are are clearly identified as begin "omitted" in the outline below. 

The full competency profile is available here.

Module 1 - Becoming an Industry Professional

0101 - Becoming a PAIP Holder

0102 - The Financial Services Industry

0103 - Serving the Client

0104 - Covering the Basics

0105 - Dealing with Debt

0106 - Federal Benefit Plans

0107 - Registered Plans

0108 - Employee/Employer Plans

Test - Module 1

Module 2 - Insurance and the Law

0201 - Insurance Basics

0202 - Property & Casualty

0203 - Life Insurance

0204 - Accident & Sickness

0205 - Additional Insurance Topics (omitted)

0206 - Law (omitted)

0207 - Wills & Powers of Attorney (POA)

0208 - Trusts (omitted)

Test - Module 2

Module 3 - Taxation 

0301 - Introduction to Taxation

0302 - Taxation for Individuals

0303 - Tax Strategies (omitted)

0304 - U.S. Taxation (omitted)

0305 - Taxation at Death (omitted)

Test - Module 3

Module 4 - Investments

0401 - Canada's Investment Landscape

0402 - Fixed-Income Analysis

0403 - Equity Analysis

0404 - Options and Alternative Investments (omitted)

0405 - Managing Client Portfolios

0406 - Investment Solutions

0407 - ESG Investing (omitted)

0408 - Machine Learning (omitted)

Test - Module 4

Final Examination

The final examination covers the content presented in all four modules.

Reference Letter

After completing the academic requirements, candidates must provide a letter of reference from their employer confirming their employment information.

Details are available here.

Registration

To enroll in the PAIP.a curriculum, click here.