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Home Designations Professional Financial Advisor™ Designation Program
The Professional Financial Advisor (PFA) designation was created to meet the everyday demands of the professional advisor. With practice-based training in a real-world environment, the PFA focuses on practice development, technical knowledge and compliance & ethics to help newer advisors get a successful head start while also empowering existing advisors to fine-tune the primary building blocks of their business.
The PFA designation is conferred in Canada exclusively by The Institute for Advanced Financial Education (“The Institute™”).
Self-Study Program |
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Need more information? Book time with Sheila Godse from our Business Development team to discuss next steps. General program inquiries may also be sent to info@advocis.ca.
In Business Elements, we examine the fundamentals of launching a financial advisory practice: developing a business plan, a marketing strategy and the discipline of prospecting for clients. This course encompasses the disciplines of Practice Development, Compliance & Regulatory Topics for Financial Advisors and Financial Planning.
Click Advocis PFA Program Outline for more details.
Estimated Time: 159 study hours
Window for completion: 6 months
Course Exam Format
CE Credits
Pricing
Member price: $225 (add GST/HST)
Non-Member price: $425 (add GST/HST)
In Fine Tuning Your Practice, we guide you through a review of your existing work habits and explore ones that could be more effective for you. We also revisit the personal and business goals you developed in Course 1 – Business Elements. For most of you it has been approximately a year and a half since you established your marketing plan. In this module, we will provide you with methods to analyze the success of your business and measures to evaluate your marketing plan.
This module also focuses on how you can best protect your financial advisory practice. Topics discussed include the importance of liability (E&O) insurance, managing client expectations, and taking advantage of educational and mentorship opportunities.
In The Value of Advice, we explore and recognize the unique value you provide to your clients. We offer suggestions on how to orient your practice toward providing the highest value possible in your financial advisory practice. Most importantly, in the second half of the module, we offer best practices on how to communicate the value you provide to your clients and prospective clients. Included in the module are tips on how to evaluate your current communications practices and develop a communications strategy.
Click Advocis PFA Program Outline for more details.
Estimated Time: 100 study hours
Window for completion: 6 months
Course Exam Format
CE Credits
Pricing (Semester and Self-Study)
Member price: $225 (add GST/HST)
Non-Member price: $425 (add GST/HST)
The Final Comprehensive Exam is scheduled four times a year (February, May, August and November). PFA candidates are required to select the exam that is scheduled closest to their successful completion of Course 4: Fine Tuning your Practice and The Value of Advice. For more information on the Final Comprehensive Exam, please visit our FAQ.
Exam Format
Pricing
Member price: $150 (add GST/HST)
Non-Member price: $350 (add GST/HST)
Next Exam: February 22, 2023
Time: 12:00 pm to 3:00 pm (Eastern Time)
2023 Schedule | ||
Exam Date(s) | Registration Opens on: | Registration Closes on: |
February 22, 2023 | January 4, 2023 | February 15, 2023 |
May 24, 2023 | March 29, 2023 | May 17, 2023 |
August 23, 2023 | June 28, 2023 | August 16, 2023 |
November 22, 2023 | September 27, 2023 | November 15, 2023 |
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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