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):
PFA1·   Entire Advocis Financial Planning Fundamentals Program
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 each include both a Financial Planning Exam and a Course Exam. Candidates who qualify for an exemption from the Financial Planning Fundamentals Program, as noted in the above table, may apply for the exemption once enrolled in the PFA program. If the exemption is approved, the candidate will not be required to write the Financial Planning Exams associated with PFA Courses 1, 2, and 3. A grade of 60% will be recorded for each exempted Financial Planning Exam.

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/ProgramEligible 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
  • Proof that the program you completed is an FP Canada Approved Core Curriculum Program

IMPORTANT

Your Exemption Request Form must include your Advocis ID. If you don’t have one, click here to create it.

When creating your Advocis account enter your personal information. Processing may take up to two business days, after which you will receive your Advocis ID by email.

For any issues, contact info@advocis.ca

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.

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