The PFA Advantage

The PFA Advantage

The PFA™ Advantage: Your Pathway to Professionalism

Learning is a lifelong journey. A sales license will get you started, but the right credentials will earn you the professional recognition and opportunities that you deserve.

The PFA designation will give you a solid foundation in delivering a comprehensive financial plan while also providing tools to strengthen client communication and relationships. Go beyond and open yourself up to greater success for you and your clients.

PFA. It Starts Here.

PFA™ Designation to CLU® Designation Path

PFA™ Designation to CFP® Designation Path

PFA™ Designation to QAFP™ Certification Path

*Available through local Advocis Chapters based on demand