Be success-ready!

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.

1

KNOWLEDGE

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.

2

SKILLS

Develop essential practice- management skills to build and grow a successful financial advisory practice, including sustaining client relationships, prospecting, marketing and business planning.

3

COMPLIANCE

Gain a deep understanding of compliance and ethical practices, from the legal and regulatory framework to professional standards and conduct.

The Future is Professional

Get ahead of the game.

Get ahead of the game. Following Ontario’s passage of The Financial Professionals Title Protection Act, new enhanced professional standards are beginning to disrupt our industry. Get a head start. Obtain your Professional Financial Advisor™ designation today.

Knowledge. Skills. Compliance.

It starts here.

  • Business Elements
  • Client Engagement & Discovery
  • Building Client Value
  • Fine Tuning Your Practice and The Value of Advice
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Program Overview

  • Develop essential practice-management skills for building and maintaining a successful practice.
  • Be able to effectively and appropriately advise clients.
  • Increase technical knowledge for finding the best solutions to help clients achieve their financial goals.
  • Be on the path for ongoing professional development, including other designations, certificate programs and continuing education courses.
  • Be knowledgeable about compliance practices.
  • Adhere to a professional code of conduct and professional standards.

Ideal for

  • New and current financial advisors
  • New and current financial planners

“ 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.”

Steve Macdonald, CHS

Financial Security Advisor at Freedom 55 Financial Mount Pearl, Newfoundland And Labrador, Canada

  • e-learning & webinars
  • Live online interactions with facilitators
  • Online assessments

Admission Requirements

There are no required prerequisites, other than initial industry licensing, such as MFDA, IIROC or Life License Qualification Program (LLQP).

Learn more about the program

Not an Advocis Member? Become a member today and save over $600* on the PFA program.

Join Advocis