Advocis Transition Students

Advocis Transition Students

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If you have successfully completed one or more of the Advocis FP241-244 courses within the last 4 years, and are planning to pursue a CFP, CLU or QAFP designation, additional modules may be required to complete either the Advocis Core Curriculum Program for CFP® and QAFP™ Certification or the Advocis Core Curriculum Program for CLU® Certification.

Please select your level of completion for additional guidance:

If you have passed one (1) of the Advocis FP241-244 courses, please select the passed course below for a listing of additional courses you will require in order to complete either the Advocis Core Curriculum Program for CFP® and QAFP™ Certification or the Advocis Core Curriculum Program for CLU® Certification.

Transition Candidate Registration

* FP Canada may offer equivalencies for this module. Please refer to the FP Canada website for more information.

If you have passed two (2) of the Advocis FP241-244 courses, please select the combination of passed courses below for a listing of additional courses you will require in order to complete either the Advocis Core Curriculum Program for CFP® and QAFP™ Certification or the Advocis Core Curriculum Program for CLU® Certification.

Transition Candidate Registration

* FP Canada may offer equivalencies for this module. Please refer to the FP Canada website for more information.

If you have passed three (3) of the Advocis FP241-244 courses, please select the combination of passed courses below for a listing of additional courses you will require in order to complete either the Advocis Core Curriculum Program for CFP® and QAFP™ Certification or the Advocis Core Curriculum Program for CLU® Certification.

Transition Candidate Registration

* FP Canada may offer equivalencies for this module. Please refer to the FP Canada website for more information.

If you have passed four (4) of the Advocis FP241-244 courses, please review the following courses and resources recommended by Advocis.

Please note: 923 is not required by FP Canada, but is recommended by Advocis for the purpose of exam preparation.