PFA

Designed to meet the everyday demands of an advisor's practice, the PFA™ designation program's focus on practical knowledge, compliance & ethics and practice development is guaranteed to help newer advisors get a successful head start, right from the start.

Filling the Knowledge Gap

There's a big difference between knowing and understanding what you've learned, and applying it practically. The PFA designation program is designed specifically to provide practice-based training in real-world business environment. Advisors who complete the program will be more proficient and knowledgeable in key areas.

They will:

Develop essential practice-management skills for building and maintaining a successful practice
Be able to effectively and appropriately advise clients
Have more 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 to professional standards

Register Your Interest in the PFA

The full two-year PFA designation program will be available to all members and non-members Spring 2020. Register your interest today to ensure you are among the first to know when registration becomes available for the PFA designation program .

Benefits

Designed to meet the everyday needs of an advisor's practice, the PFA is guaranteed to help newer advisors get a head start, right from the start. With a focus on developing essential practice-management skills, PFA designation holders will be able to effectively and appropriately advise clients on the best solutions to achieve their financial goals.

Content

The PFA focuses on the three key elements of a successful financial planning practice: practice development, technical knowledge, and compliance & ethics. The PFA provides advisors with practice-based training in a real-world business environment.

Eligibility

The PFA is a designation geared towards newer financial advisors looking to develop the foundational knowledge and practical experience necessary for a successful financial advising practice. There are no educational prerequisites for enrolling in the PFA designation program.

The Professional Financial Advisor. It starts here.