There are two methods to register for a course. You can register online using the online enrolment form or you can download the enrolment form and then send it in by fax or mail to the location listed below. Once your registration has been processed, you will receive a confirmation email with an order number, username and password. Please note, registration for the continuing education modules and certificate programs is only available online.
Mail: Advocis, 209-390 Queens Quay West, Toronto ON, M5V 3A2
Phone: 416-444-4449 or 1-877-773-6765
I want to make sure my personal information is protected. What are your privacy policies?
Advocis students can rest assured that the security for our site is very strong with 128-bit encryption, and that their personal information is safe.
What method(s) of payment can I use?
Payments can be made by VISA, MasterCard, American Express, certified cheque, or money order. When paying by credit card, you’ll need to provide both your card number and its expiry date. Applications will only be processed once the full payment is received.
How soon after registering for a course will I receive the material? What will be included?
Printed study guides, if applicable to your course, will be shipped to you within 5 to 10 business days (regular shipment) after your registration has been processed. An expedited delivery service (within 3 business days) is available for an additional fee. Some courses also require you to obtain textbooks that are available at an additional cost. Please see the relevant program web page for more information on required textbooks.
How do I apply for course equivalencies?
To obtain an equivalency for an Advocis course, you will need to provide a detailed syllabus of the course material as well as proof of passing. You can fax this material to 416-444-8031 or scan and email it to us with the subject line: Course Equivalency Request.
Can I purchase a course extension or course re-enrollment if I do not complete my CFP, CLU, or CHS course within the allotted time?
Students can purchase a two-month course extension for $75 + tax (excluding CFP 245 – Capstone and CLU 237 – Advanced Estate Planning). Only one extension per course can be purchased while the course is still active.
Should a student require additional time to complete the course after purchasing an extension they must purchase a course re-enrollment. Course re-enrollments are $150 + tax. This will allow the student an additional 120 days from the purchase date to complete the course. With the re-enrollment option, any previously completed online quizzes or exam will have to be re-written.
Note: New material will not be sent for either the extension or re-enrollment purchase.
All courses must be fully completed within one year of the initial registration date regardless of any course extensions or course re-enrollment purchased. Students who wish to re-enroll or extend a course beyond one-year from registration may be required to purchase an updated printed study guide and prescribed textbooksif it is applicable to that course and there have been revisions to the curriculum.
Who qualifies for a member discount?
Any Advocis member in good standing is eligible to receive member pricing when signing-up for a program that offers this benefit. Advocis members that receive member pricing at the point of registration must remain a member in good standing while they are taking the program.
Any Advocis member that cancels their membership within the first 12 months of joining or re-joining Advocis will be charged the difference between member and non-member pricing for any courses taken while they were a member.
Is there a cancellation fee?
Students have 30 days from the date of registration to withdraw from a course and receive a partial refund (a cancelation fee of $75 + tax applies). Students wishing to cancel their course registration must email Advocis at email@example.com indicating the course they wish to withdraw from and return all course material, including prescribed textbooks, if applicable. Once the course material has been returned, the partial refund will be processed minus a restocking fee of $35 + tax, for damaged material.
What is the process for rewriting a quiz and/or exam?
If a student is unsuccessful in writing their LLQP examination or in passing a CFP, CLU, or CHS course (excluding CFP 245 – Capstone and CLU 237 – Advanced Estate Planning), they may apply to re-write the quiz/exam, subject to a re-write fee of $75 + GST/HST per attempt.
For LLQP, unlimited rewrites can be made for each module within the 12 month-validity period of this course. Each rewrite cost $75 + tax.
For CFP, CLU+ CHS online courses, unsuccessful students can apply to re-write 2 more times (for a total of 3 attempts). Student must re write all module quizzes and final exam (we reset and re-open the tests for 60 days).
After the 3 attempts have been utilized, a course re-enrollment will need to be purchased. The fee is $150 + tax for all LLQP, CFP, CHS or CLU courses.
Note: Rewrites and re-enrollment fees for CFP 245 – Capstone and CLU 237 – Advanced Estate Planning Course are priced higher.
Contact our Member Services Department at 1.877.773.6765 to pay for a re-write or re-enrollment.
What do I do if I need technical support or have a question about the material?
If you experience technical difficulties when using our site, please contact Advocis Member Services from Monday to Friday between 9:00 AM and 6:00 PM EST. If you require assistance outside of these hours, please leave a message. Email and voicemail messages will be responded to the next business day.
Members and non-members can register for any module except for Anti-Money Laundering and Terrorist Financing, The National Do Not Call List – What You Need to Know, Ethics: Knowing the Code of Professpional Conduct and Getting Established, which are available to Advocis members only.
What is a Certificate Program?
A Certificate Program consists of a series of modules. Students who complete all modules within the program qualify for a certificate of completion. Certificates are awarded for Critical Illness Insurance, Long-Term Care Insurance, Group Insurance, and Disability Income Insurance.
May I re-take the same module(s) for CE purposes?
You may re-take a module as many times as you wish. However, you are responsible for justifying your reason for re-taking the module to your accrediting institution.
Completion of education in financial planning from an approved course provider, such as Advocis;
Successful completion of rigorous standardized examinations;
Financial planning work experience;
An ethical commitment to put the client's interest first.
The Advocis program, which was developed in conjunction with leading educational training consultants, derives its material from the CFP® syllabus as outlined by the FPSC.
Our program consists of four core courses and one CFP® Capstone course. Please click here for more information.
Are there any pre-requisites for the CFP® program?
No, there are currently no pre-requisites. Anyone can enrol in the Advocis CFP® program.
How long do I have to complete the CFP® Core Curriculum?
Students have four years to complete the CFP® Core Curriculum from the time they first register in the program.
Do I receive a certificate for completing the CFP® program?
Once you have successfully completed all four of the core curriculum courses (CFP 231, 232, 233, 234), Advocis will mail you an official certificate of completion of these core CFP courses.
Please note that your transcript may be accessed simply by logging in. You may email the transcript to the FPSC (Financial Planners Standards Council) to write their Level 1® Examination in Financial Planning
After the successful completion of the CFP® Capstone Course (245) and with your signed consent, the transcripts are emailed directly to the Financial Planners Standards Council (FPSC) to enable you to write their CFP® examination.
How do I earn my CHS® designation?
The CHS education program consists of three courses. The first two core courses are:
303 – Disability Income Insurance
504 – Critical Illness, Long-Term Care & Group Benefits
To complete the program a third elective course from CFP 232 – 234 must be taken. Please click here for more information.
Are there any pre-requisites for the CHS® program?
No, there are currently no pre-requisites. Anybody can enrol to begin the CHS® program.
How long do I have to complete the CHS® program?
Students have four years to complete the CHS® Core Curriculum from the time they are first registered in the program.
Do I receive a certificate for completing the CHS® designation program?
Once you have successfully completed the CHS® designation program, we will notify you of such, and will direct you on how to apply for the designation through The Institute for Advanced Financial Education ("The Institute"). Once we receive your designation agreement and payment for designation dues, your CHS® certificate will be ordered. Delivery of the certificate may take 4-6 weeks.
How do I earn my CLU® designation?
The CLU program is comprised of seven courses, the first four are from our CFP courses and the final three are CLU courses. Students must complete the four CFP courses first, or hold the CFP designation, before moving on. The three CLU-specific courses are:
255 –Advanced Concepts in Tax & Law for Personal Planning,
256 –Tax & legal Principles for Business and their Owners,
257 –Advanced Estate Planning
Are there any pre-requisites for the CLU® program?
Yes, you must complete the four CFP® courses or hold a CFP® designation before moving on to the final three CLU® courses.
How long do I have to complete the CLU® program?
Students have four years to complete the three CLU® courses from the time they first register in the program.
Do I receive a certificate for completing the CLU® designation program?
Once you have successfully completed the CLU® designation program, we will notify you of such, and will direct you on how to apply for the designation through The Institute for Advanced Financial Education ("The Institute"). Once we receive your designation agreement and payment for designation dues, your CLU® certificate will be ordered. Delivery of the certificate may take four to six weeks.
If I have completed a CLU® course within the last four years, how does this change impact me?
You have until October 11, 2017 to complete the remaining CLU® courses. If you do not complete the remaining courses by the set deadline, you will need to re-do all CLU® courses in the new curriculum, as no equivalency will be granted.
If I have completed a CLU® course more than four years ago, how does this change impact me?
You will have to re-do the new CLU® courses, CLU 255, 256 and 257.
What if I do not pass all of the CLU® courses within the required timeline?
If you are unsuccessful in passing all of the CLU® courses by October 11, 2017, you will have to re-do all CLU® courses in the new curriculum.
When do I get access to the online content?
Once you are registered in the LLQP program, Advocis will invite you to register for CIPR (Canadian Insurance Participant Registry).
It is very important that you accept and complete the CIPR registration as we can only grant you online content access upon verification of your CIPR registration.
Once you have passed the Advocis LLQP modular exams, Advocis will certify through this same online registry to enable you to write the LLQP provincial exams.
How long will I have access to the new LLQP online course?
The duration of the LLQP online course is one year from the date of purchase, regardless of when you pass the LLQP certification exams; this includes access to the online content and resources (e.g. PET, chapter quizzes, addendums, etc.).
Is there a place where I can get additional study aids to help me prepare for my LLQP provincial exams?
Each exam module is offered online with 24/7 access. You can activate the exams when you're ready, at a time convenient to you within the one year course timeframe. Once completed, you will be provided with feedback in your education profile.
What happens if I do not complete all LLQP modular certification exams within the one year?
You may purchase a re-enrolment for an additional year ($150 + tax). Please contact Member Services at 1-877-773-6765 or email firstname.lastname@example.org for more information.
What happens after I pass the LLQP certification exams?
Once you have passed all of the certification exams within the LLQP program, Advocis will update your education profile with your final grade for the certification exams and update your CIPR profile confirming your certification. Your provincial exam provider will request your CIPR number to confirm certification in order for you to book your exams.
Advocis will also email you an LLQP certificate confirming successful completion of the program.
If I don't pass an LLQP module certification exam, how long do I have to wait before I can rewrite?
The first writing of all exam modules is included in the course registration fee. Students are allowed to purchase unlimited subsequent attempts ($75 + tax) at the modular exams, with no set waiting period, within the one year course validity period before they must purchase a course extension.
To purchase a rewrite or for more information, please contact Member Services at 1-877-773-6765 or email email@example.com.
What can I expect when I write the LLQP provincial exams?
You can expect the following:
The exams will be open book and all materials will be provided at the examination centre, (students cannot bring in their own materials).
All modules are composed of 30 multiple choice questions, with the exception of the Ethics & Professional Practice module, which is comprised of 20 multiple choice questions.
Each modular exam is allotted 75 minutes to complete.
Exam modules can be written in one day with breaks or spread out over several weeks or months. Please check with your exam provider for availability.
Sample questions are posted on the CISRO website. Regulators in each jurisdiction will publish details. Please check with your local jurisdiction for more information.
What is the policy if I need to rewrite an LLQP provincial exam module?
A summary of the provincial exam rewrite rules are:
Students can write the provincial exams three times before there is any waiting period.
There will be a waiting period of three months after the third attempt (measured from the date of the third attempt).
There will be a waiting period of three months after the fourth attempt (measured from the date of the fourth attempt).
There will be a waiting period of six months after any subsequent attempt (measured from the date of the latest attempt).
Please check with your local jurisdiction for more information.
What happens if I do not write the provincial exams within one year of completing my LLQP certification exams?
Students must re-enroll in the LLQP program ($150 + tax) and subsequently write and pass the LLQP certification exams. Please contact Member Services at 1-877-773-6765 or email firstname.lastname@example.org for more information.
Who can I contact if I am having difficulty with the material?
How soon after registering will I receive access to the program?
Once we have matched you with a mentor, you will receive access to the Getting Established Program. This should take approximately five business days.
How long does the program take to complete?
You will have 12 months to complete the program, however given it’s a self-study program, you can complete it sooner.
Do I have to be an Advocis member to register?
Yes, the program is offered to Advocis members only. To learn more about membership and the benefits of belonging to the oldest and largest professional association for financial advisors and planners in Canada, click here.
Do I have to have my own mentor or is one supplied?
You may have your own mentor, or Advocis can appoint one for you.
Will I receive a certificate?
Yes, a Getting Established certificate is provided.
How do I register?
Complete and submit an online application form. Once you have been approved, you will receive an email confirmation. Click here to access the form.
Is training provided?
Yes, after your application has been approved, you will receive orientation training.
How do I get matched to a student?
You will be matched to a student in your area who holds similar licenses and registrations to your own. We will advise you of the student’s name and location. Once you approve the match, we will notify the student and you will both receive access to the program.
How much of my time will I need to dedicate to being a mentor?
You must be willing to commit to the advisor’s learning path, and dedicate a minimum of 90 minutes per month to the program. This includes the time you take to assess the material and conduct a review meeting with your student.