Designations

Designations

Pathways to Professionalism

Professional Designation Programs

Advocis recognizes the value of building a superior level of technical knowledge and expertise as a financial practitioner to effectively meet the needs and objectives of your clients. As such, Advocis offers highly regarded education programs which lead to prestigious designations. These programs are a testament to our commitment to members, and to equipping them with the advanced skill sets they need to provide clients with an elite level of service and advice.

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Through Advocis, you can obtain the education required to earn five industry-recognized designations — CLU®, CFP®, QAFP™, CHS and PFA™ — and add a higher degree of prestige to your business for the benefit of your clients.