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Home Designations CFP® / QAFP™ Program – Policies
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 or fax (416-444-8031). 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:
Supporting documentation for Recognition of an External Designation:
The Advocis Core Curriculum Program is offered by individual module or by bundle (all 12 modules). Cancellation policies will vary depending on your registration. Please see the table below for details:
Please note: Registrations are non-transferable and applicants must ensure that the information provided in their registration is accurate, as changes can not be made once the application has been processed.
Individual Module Registration | Bundle Registration |
---|---|
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). Fee: Refund minus $75 + taxes | You have 90 days from the date of registration to withdraw from your bundle and receive a partial refund (no refunds after this date). Fee: Refund minus $150 + taxes |
If you are unable to complete your module within its term, you may purchase an extension. The following rules apply:
Fee: $75 + taxes
If you are unsuccessful in passing your module or course, you may request up to two (2) rewrites. Rewrites must be completed within 90 days of course expiry.
Fee: $75 + taxes per attempt
PLEASE NOTE: For more information, please contact Member Services via info@advocis.ca, 1-877-773-6765 or 416-444-5251.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Join us for another year of benefits, resources, and
access to your professional association.
Click below to download resources.
Send an email to ce@advocis.ca.
Click below to download resources.
Contact Sue Bailey, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Start strong in your career as an advisor with the advantage of the PFA designation.
Registration for the Fall 2021 Semester is NOW AVAILABLE.
Our Registration Portal is undergoing maintenance. You may experience issues when registering for a course or program.
Please email Member Services or call us at 1-877-773-6765 for assistance.
Develop the skills to build and express the value of your advice
with the PFA designation.
Registration for the Fall 2021 Semester is NOW AVAILABLE.
NOTICE: We are currently experiencing a technical issue with our course registration system. Our support team is working diligently to resolve this problem and we expect to restore service shortly. If you require immediate assistance with course registration, please contact our Member Services team via email at info@advocis.ca
NOTICE: We are currently experiencing a technical issue with our course registration system. Our support team is working diligently to resolve this problem and we expect to restore service shortly. If you require immediate assistance with course registration, please contact our Member Services team via email at info@advocis.ca.
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