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.

Ready to Go Pro?

Get ahead of the game.

Drive your financial advisory career to greater success with Advocis’ 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.

Knowledge. Skills. Compliance.

It starts here.

  • Business Elements
  • Enhancing Client Connections
  • Building Client Value
  • Fine Tuning Your Practice and The Value of Advice
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Program Overview

  • Learn the fundamentals of launching a financial advisory practice: developing a business plan, a marketing strategy and the discipline of prospecting for clients.
  • Develop essential practice-management skills for building and maintaining a successful practice.
  • Understand the best practices for initiating client relationships as well as developing and strengthening them.
  • Learn about the data you need to collect from your client to analyze their current situation, the financial planning tools required to complete the analysis, and how to conduct the analysis and interpret your findings.
  • Develop best practices on how to communicate the value you provide to your clients and prospective clients.

Advocis Members Get A Preferred Price

 

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.

You can also email pfa@advocis.ca with any questions you may have about the program.

Book a Virtual Meeting with Abeer Sajjad
Book a Virtual Meeting with Sheila Godse

Admission Requirements

The only required prerequisite is 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