Certified Financial Planner (CFP®) Program Policies

Certified Financial Planner (CFP) Pre-requisite course

$ 1050 + applicable taxes for Advocis Members.
Non members pay $2,625 + applicable taxes.
  • Content on-demand
  • 4 year window for completion of all 12 modules
  • Access to corporate trainer and recorded webinars

Certified Financial Planner® (CFP®) Program Policies

Cancellation


The Advocis Core Curriculum Program is offered by individual module or by bundle (all 12 modules). Cancellation policies will vary depending on your registration. If you registered for an individual module, you have 30 days from the date of registration to withdraw from your module or course and receive a partial refund (no refunds after this date). If you registered for the bundle (course 910), you have 90 days from the date of registration to withdraw from your bundle and receive a partial refund (no refunds after this date).

Cancellation Fee

  • Individual module registration: Refund minus $75 + taxes
  • Bundle registration: Refund minus $150 + taxes

To cancel your registration, Contact Member & Client Services at info@advocis.ca or 1-877-773-6765.

Prior Learning, Exemptions and Equivalencies


Courses (Includes Modules) Exemptions:
An exemption occurs when a course taken at an educational institution / organization other than Advocis is considered for equivalency with a course or module offered by Advocis. A course exemption allows the candidate to avoid duplication of studies in the pursuit of a designation program. A limited number of exemptions will be granted for each program. The courses requested to be evaluated for exemption must have been successfully completed within the last 4 years.

Course Exemption Fees: $75 administration (non-refundable) + $75 for each exemption granted (plus GST/HST). Please note that the non-refundable $75 administrative fee will be charged to your credit card upon receipt of your request. The $75 exemption fee will be charged upon your acceptance of each equivalency.

Recognition of External Designations: Advocis recognizes certain designations you’ve earned throughout your career. We recognize these designations for the higher level knowledge and expertise associated with them and, where appropriate, offer equivalencies with Advocis courses. As long as you provide documentation indicating you have earned the designation and are in good standing, we will consider the equivalency request. A fee for Recognition of External Designations will be required with your application. Recognition of external Designations Fee: $100 (plus GST/HST).

How to Apply: To apply for a Course Exemption or Recognition of an External Designation, you must complete the Prior Learning Assessment and Recognition Form. Please submit the form, along with the supporting documentation (see below), by email to educontent@advocis.ca. Once the application and supporting documentation have been assessed by Advocis, you will be notified of the results (within 10 business days).

Supporting documentation for Course Exemptions:

  • A certificate of completion/transcript (completed within the last 4 years)
  • A detailed syllabus/table of contents of the program materials for assessment purposes

Supporting documentation for Recognition of an External Designation:

  • A letter of good standing

Extension

If you are unable to successfully complete your module within its term, you may purchase an extension.

  • You are required to request an extension before your term expires.
  • Your term will be extended by 90 days.
  • You may continue from where you left off (all completed assessments will be retained)

Fee: $75 + taxes

Attempts

You are allowed up to a maximum of three exam attempts within your term. The first exam attempt is complimentary and is included with your enrolment. Additional attempts can be purchased.

Fee: $75 + taxes per additional attempt

Please Note


To request a cancellation, contact Member & Client Services via info@advocis.ca, or call 1-877-773-6765 or 416-444-5251.