Financial Planning Fundamentals Program for CLU – 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 the Financial Planning Fundamentals Program 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: $97 + taxes 

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

Program Extension  

If you are unable to complete the Financial Planning Fundamentals Program within your initial enrollment period, you may purchase a six month program extension. 

• Extension requests must be submitted before your initial enrollment period expires.
• The six month extension period will be calculated from your initial enrollment expiry date. 
• The extension will apply to courses that have not yet been completed. 

Program Extension Fee: $300

Additional Exam Attempts 

Your program enrollment includes three exam attempts for each course.

If you do not achieve a passing grade after using all three attempts, you may purchase an additional exam attempt.

Additional Exam Attempt Fee: $150