The Advocis Professional Financial Advisor (PFA™) Designation Program is a practice-based online training program designed for financial advisors and planners. It focuses on must-have knowledge and skills that will help you drive your financial advisory practice to greater success.
Learn must-have technical knowledge to better guide your clients and help them achieve their financial goals, including financial planning foundations, taxation and investments planning, and retirement income planning.
Develop essential practice- management skills to build and grow a successful financial advisory practice, including sustaining client relationships, prospecting, marketing and business planning.
Gain a deep understanding of compliance and ethical practices, from the legal and regulatory framework to professional standards and conduct.
Drive your financial advisory career to greater success with Advocis’ new Professional Financial Advisor (PFA™) Designation Program. Our practice-based online training program focuses on must-have knowledge and skills that will keep you ahead of the game.
Need more information on Advocis Membership and all the benefits that come with it?
Book a virtual meeting with our Member Engagement team to learn if Advocis membership is right for you.
“ I believe that this program is an excellent program for all advisors ‒ not only new entrants to the industry. Besides covering the technical information it includes information on interacting with clients that is very practical and useful.”
Financial Security Advisor at Freedom 55 Financial Mount Pearl, Newfoundland And Labrador, Canada