Education

Empower Your Success with Advocis

Unmatched Professional Development for Financial Professionals. Discover a Wealth of Educational Opportunities – Licensing, Certification, Designation, and CE Programs. All Under One Roof.

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Continuing Education Library
Update 2024

Why You
Should Choose
Advocis

Self-Study program

Customizable study schedules

Content on-demand

Practice Exam tools

What our students are saying
Obtaining the CLU has expanded my practice, enabling me to go deeper with clients as a valued member of their trusted advisor team. Completing this designation felt like achieving a master’s degree in financial planning!
Tammy Richmond, RRC, CFP, CLU
Financial designations are increasingly important in our industry. The PFA program can provide the first step for new advisors and a refresher for experienced advisors on changes in the financial world.
Chris Bartsch, PFA
The CLU has broadened and deepened my understanding of the impact tax has on wealth and ensured that my voice is heard when guiding clients through determining how to efficiently transition wealth to heirs and charities.
Taivi Tayler, CDFA, RRC, CFP, CLU
The PFA helped me to see the steps to building a better business plan: How to set goals and work through them objectively, to track results, and calculate for change when required.
Treese Bullough-Akkannen, PFA
Achieving my CLU designation has allowed me to enhance my skill set to provide knowledge and value when creating the best possible solutions for the advanced estate planning needs of my clients.
Kelsie Lenton, CHS, CFP, CLU
As a new advisor, I will carry what I learned in the PFA program throughout my career. It has given me the foundation to deliver a comprehensive financial plan while enhancing my ability to communicate with clients and run a successful business.
Stewart Fortune, PFA
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Choose Your Program

Launching Your Journey in the Financial Services Industry
LLQP

Achieve your Life License Qualification Program (LLQP) Certification for a rewarding career in Life Insurance and related products sales.

Navigating Success: Building on 1+ Years in the Financial Services Industry
PFA. It starts here.

Unleash your potential with the Professional Financial Advisor™ (PFA™) Designation. Crafted for today’s demands, the PFA offers practice-based training in real-world settings, amplifying practice development, technical expertise, and compliance & ethics. Accelerate your success as a new Advisor or enhance your established business with the PFA advantage.

Navigating Success: Building on 1+ Years in the Financial Services Industry
CHS. Health. Covered.

Expand your career and become a Certified Health Insurance Specialist™ (CHS™). The only health insurance-focused designation in Canada strategically positions financial advisors to meet the growing market demand for informed living benefits advice.

Mastering the Industry: 3-5+ Years in the Financial Services Industry
QAFP

Qualified Associate Financial Planner™ (QAFP®) professionals assist consumers with less complex financial planning needs and plan for their financial futures through financial planning strategies. They serve a diverse population by offering advice for today’s speed of life. This certification can also be a bridge to CFP® certification.

Mastering the Industry: 3-5+ Years in the Financial Services Industry
CFP

Certified Financial Planner® (CFP®) professionals have demonstrated the knowledge, skills, experience, and ethics to gain the ability to provide your clients with comprehensive financial planning services.

Mastering the Industry: 4+ Years in the Financial Services Industry
CLU. Join the Deeper Conversation.

The Chartered Life Underwriter® (CLU®) designation has been widely recognized for 90 years as a superior mark of excellence in the financial services industry. CLU designation holders are regarded as elite professional financial advisors who raise the bar in developing effective solutions for individuals, business owners, and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.

Meeting Your Requirements
Continuing Education

Elevate your practice and embrace a diverse range of Continuing Education (CE) courses by Advocis, catering to every stage of your career.

Meeting Your Requirements
Programs & Schools

Advocis is the ultimate hub for a diverse range of educational opportunities. Discover mentorship programs, instructor-led teaching, and Advocis Schools – all tailored to enhance the expertise of financial professionals.

Expand Your Practice
Partner Programs

Advocis has partnered with several industry leading education providers to offer a variety of top-tier designations and educational programs.

A Wealth
of Educational
Opportunities

Frequently asked questions
education resources
CE Requirements
Tracking Your CE Credits
Instructor Led Programs