Be Success Ready.

The Advocis Professional Financial Advisor (PFA™) Designation Program is a practice-based online 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, and will permit you to use the title of Financial Advisor in Ontario.

1

KNOWLEDGE

Learn must-have financial planning knowledge to help your clients achieve their goals, and gain a deeper understanding of the regulatory framework that impacts your practice.

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

ETHICS

Understand the value of conducting your business and client relationships by adhering to professional standards and ethical practices.

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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

  • The PFA program is divided into 4 distinct courses to offer you a holistic guide to providing financial advice.
  • 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.
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    • Individual PFA Course Fee
      • Members: $225
      • Non-Members: $425
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    • PFA Comprehensive Exam Fee
      • Members: $150
      • Non-Members: $350

    Preferred pricing may be available for Corporate Partners. Please contact your manager to see if your company qualifies for a corporate pricing discount.

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    6 months to complete each course. The PFA program is a 2 year term.

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    4 unique courses & Final Comprehensive Exam

    • Course 1 - Business Elements
    • Course 2 - Enhancing Client Connections
    • Course 3 - Building Client Value
    • Course 4 - Fine Tuning Your Practice and The Value of Advice

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    Completely Online

REGISTER NOW

Not an Advocis Member? Become a member today and save over $700 on the PFA program.

Join Advocis

Need more information?

 

Book time with Sheila Godse from our Business Development Team to discuss next steps.  

General program inquiries may also be sent to pfa@advocis.ca