Greatway
Financial
Portal for
Financial Education
Using this portal to register for your Advocis courses will ensure you receive the maximum possible discount on all of your registration fees.
To start the registration process, click the REGISTER NOW button for the course that you are interested in.
Please register for all Advocis course programs through this portal only.
Advocis Life License Qualification Program (LLQP)
The first step in becoming licensed to offer insurance solutions to your clients is to successfully complete an approved Life Licensing Qualification Program (LLQP). Recognized as one of the top programs leading to a first-time pass rate, the Advocis LLQP is the best choice to develop the product understanding to get your career underway. The Advocis LLQP program is organized according to the specific learning areas the provincial regulator will test you on.
Important Information! Please read the following:
By agreeing to register for the Advocis Life License Qualification Program (LLQP), I certify that I have undertaken due diligence to understand any conflicts of interest that may apply between Immigration Canada and the provincial insurance council relevant to the jurisdiction in which I intend to apply for a life insurance license. I certify that I am aware of which professions are considered a conflict and will prevent me from holding a life insurance license simultaneously. If I am a permit holder (Open, International Student or Student Work Permit) I have confirmed with my immigration lawyer that my permit qualifies me to hold a life insurance license.
Enrollment Period
You will have one year to successfully complete the Advocis LLQP from the date of your enrolment. If you do not successfully complete it during this time, you will be required to re-enrol, pay full registration fee, and complete all modules again.
Professional Financial Advisor (PFA™) Designation
The PFA: More Than a Designation — It’s Your Business-Building Advantage
Whether you’re starting out or sharpening your edge, the PFA equips you with the skills, structure, and support to succeed in today’s competitive landscape. It’s the ideal next step after licensing, and a powerful foundation if you’re on the path toward advanced designations like the CLU®.
The career of a financial advisor is demanding. The PFA designation isn’t just a recognized credential; it’s a practical tool designed to help you grow your business from day one.
The Professional Financial Advisor (PFA™) is an approved designation for use of the title ‘Financial Advisor’ in Ontario.
Questions? Contact our Member and Client Services team at greatway@advocis.ca for more information on all Advocis designation programs.
If you are an Advisor and have questions regarding your Errors & Omissions (E&O) insurance policy with Advocis Broker Services please click the button below:
