Certified Health Insurance Specialist (CHS™) Program Policies

Certified Health Insurance Specialist (CHS) Course 1

$ 250 + applicable taxes for Advocis Members.
Non members pay $450 + applicable taxes.
  • Practice module exam
  • Grades tool to keep track of your progress
  • 2-year window for completion of full CHS program
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Certified Health Insurance Specialist™ (CHS™) Program Policies

Online Access Restrictions

Please note that all Advocis courses are delivered online via the Advocis Learning Environment (ALE). For cybersecurity reasons, course content and associated assessments (e.g., quiz, exam, etc.) can only be accessed within Canada or the United States. Please be sure to plan your studies so that you are able to access course content, assignments, quizzes, and exams from an IP address located in Canada or the US.

Cancellation

You have 10 days from the date of registration to withdraw from your CHS course and receive a partial refund (no refunds after this date). Refund will be calculated based on registration cost minus cancellation fee of $97 + taxes.

Cancellation Fee

Members / Non-members: Refund minus $97 + taxes

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

Extension (303, 504, and individual FP module enrollments only)*

If you are unable to successfully complete your course or module within its term, you may purchase an extension (only one extension allowed).

  • 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

*Extension not available for the CHS 505 Bundle. 

EXEMPTIONS

Designation Holders

Individuals who hold the following designations and wish to pursue the CLU, CHS, or the PFA1 program are eligible to apply for the corresponding exemptions.

Designation

Eligible for the following exemption(s):

CFP®

·   Entire Advocis Financial Planning Fundamentals Program

QAFP™

·   Entire Advocis Financial Planning Fundamentals Program

CFA®

·   Entire Advocis Financial Planning Fundamentals Program

CPA

·   Entire Advocis Financial Planning Fundamentals Program

PFP® and CSI’s Lending, Retirement & Insurance Supplement (LRIS) Course2

·   Entire Advocis Financial Planning Fundamentals Program

Pl. Fin.

·   Entire Advocis Financial Planning Fundamentals Program

AVA (QC)

·   Entire Advocis Financial Planning Fundamentals Program

·   Advanced Concepts in Tax & Law for Personal Planning (CLU 255)

·   Tax and Legal Principles for Businesses and their Owners (CLU 256)

TEP

·   Advanced Estate Planning (CLU 257)

1 PFA courses 1, 2, and 3 include an exam covering select Financial Planning modules. Candidates may apply for the above exemptions upon enrolling in the PFA program. Please note that a grade of 60% will be applied to the exempted FP module exam(s).

2 Holders of the PFP are exempt from the entire Advocis Financial Planning Fundamentals Program, if they have successfully completed CSI’s Lending, Retirement & Insurance Supplement (LRIS) course.

Required Supporting Documentation: Applicants must provide one of the following:

  • Letter of Good Standing
  • Designation Certificate

Program Completed

Individuals who have completed the following program are eligible to apply for the corresponding exemption.

Course/Program

Eligible for the following exemption:

FP Canada Approved Core Curriculum Program

·   Entire Advocis Financial Planning Fundamentals Program

Required Supporting Documentation: Applicants must provide the following:

  • Transcript

EXEMPTION REQUEST FORM

Attempts 

Course Attempts Included With Enrolment Number Of Additional Attempts Fee For Each Additional Attempt Special Terms
CHS 303 or 504 Final Exam One (1) attempt One (1) additional attempt $75 + taxes The fee is charged for the additional attempt request made for each course exam.
CHS 303 or 504 Module Quizzes: Quiz 1, or Quiz 2, or Quiz 3, or Quiz 4, or Quiz 5, or Quiz 6 Note: CHS 303 includes four module quizzes, while CHS 504 includes six module quizzes Three (3) attempts Unlimited attempts $75 + taxes The fee is charged for each additional attempt request made for each quiz.
FP Module Exam One (1) attempt Two (2) additional attempts $75 + taxes This fee is charged for each additional attempt request made.

Re-enrolment (303 and 504 only)*

Should you require additional time to complete your course beyond its term, you may re-enrol for a reduced fee (only one re-enrolment allowed). The following rules apply:

  • Request must be made within one year from date of purchase
  • 120 days to complete
  • All completed assessments are reset and must be completed again

Re-enrolment Fee:

$150 + taxes

*Re-enrolment not available for the CHS 505 Bundle or individual FP modules. 

Please Note

To request any of the above, contact Member Services via email at info@advocis.ca,  or phone 1-877-773-6765 or 416-444-5251.

Program Module Descriptions
Program Overview
Program FAQ