Education Programs

Designation & Certificate programs offered by Advocis

Certified Financial Planner (CFP^®) education program

Advocis' CFP^® program is designed to help financial planners achieve their goals. Financial planners learn the fundamentals of building a comprehensive financial plan and are recognized as dedicated professionals with the know-how to assist clients while adhering to high ethical standards. The CFP® designation marks financial planners as qualified to practice as professionals.

Chartered Life Underwriter (CLU™) program

For more than 80 years, the Chartered Life Underwriter (CLU) designation has been widely recognized as a mark of excellence in the industry. The Chartered Life Underwriter is a professional financial advisor specializing in developing effective solutions for individuals, business owners and professionals in the areas of income placement, risk management, estate planning, and wealth transfer.

Registered Health Underwriter (RHU)

A Registered Health Underwriter (RHU) is a professional financial advisor specializing in income replacement and risk management solutions for individuals, business owners and professionals. The RHU is the only designation in Canada denoting specialized knowledge in all areas of health insurance and is the premier credential in the health insurance industry.