Professional Financial Advisor (PFA) Program Policies

$ 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

Cancellation

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 info@advocis.ca or 1-877-773-6765.

Extension

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

Attempts

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 info@advocis.ca, or call 1-877-773-6765 or 416-444-5251.