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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

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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 .


PFA Icon - 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.


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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.


PFA Icon - 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.

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