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.
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.
“ 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
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