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.

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

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 call our PFA hotline at 1-866-718-1540 to speak to a Member Engagement representative over the phone.

BOOK A VIRTUAL MEETING  WITH ABEER SAJJAD
BOOK A VIRTUAL MEETING  WITH SHEILA GODSE

“ 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, PFA, CHS

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

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