Professional Financial Advisor (PFA) Program Policies

Professional Financial Advisor (PFA) Course 1

$ 225 + applicable taxes for Advocis Members.
Non members pay $425 + applicable taxes.
  • Content on-demand
  • Access to corporate trainer and recorded webinars
  • Customizable study schedules

Professional Financial Advisor™ (PFA™) Program Policies


You have 30 days from the date of registration to withdraw from your PFA course and receive a partial refund (no refunds after this date). Refund will be calculated based on registration cost minus cancellation fee of $75 + taxes.

Cancellation Fee

Members / Non-members: Refund minus $75 + taxes

To cancel your registration, Contact Member Services at or 1-877-773-6765.


If you require additional time to complete your course, you may purchase an extension.

  • 180 days added to the six-month course term
  • You retain all completed assessments and submitted activities
  • One extension permitted per course
  • Please note an extension purchase is required before the end of the 6-month course term

Fee: $150 + taxes


The first exam attempt is complimentary and is included with your course enrolment. For additional attempts, please see below.

Assessment Additional Attempts Fee per Attempt Special Terms
FP Module Exam Two (2) additional attempts $75 + taxes Receive access within 1-2 business days
Course Exam One (1) additional attempt $75 + taxes Receive access within 1-2 business days
Final Comprehensive Exam One (1) additional attempt Members: $150 + taxes;
Non-members: $350 + taxes
The Final Comprehensive Exam is scheduled four times a year (February, May, August, November). Additional attemp to be completed for the next available exam session. Please register or re-register for the exam via the PFA webpage

Please Note

To request any of the above (cancellation, extension, additional exam attempts, etc.), contact Member & Client Services via, or call 1-877-773-6765 or 416-444-5251.