The Professional Financial Advisor™ (PFA) Designation Program

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
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Professional Financial Advisor™ (PFA™) 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™”).

The Professional Financial Advisor (PFA) is an approved designation for use of the title Financial Advisor in Ontario.

The Professional Financial Advisor (PFA) Designation Program is an online self-study program comprised of four separate courses and a final comprehensive exam.

Business Elements - Course 1
Enhancing Client Connections - Course 2
Building Client Value - Course 3
Fine Tuning Your Practice and the Value of Advice - Course 4
Final Comprehensive Exam
  1. 1. PFA candidates must successfully complete the four PFA program courses and the Final Comprehensive Exam.

  2. 2.  All courses must be taken in order.

  3. 3.  Once all required courses and the Final Comprehensive Exam have been successfully completed, candidates must apply to receive the designation via The Institute for Advanced Financial Education.
  • Once the PFA designation has been conferred to you by The Institute,you will be required to maintain a certain number of continuing education (CE) credits every year in order to keep your PFA designation in good standing. The annual CE requirements for the PFA designation are as follows:

     

    1.  A minimum of 20 CE credits each calendar year. One credit must be from a recognized Ethics program.

     

  • 2.  A minimum of 10 CE credits must be accredited by The Institute.

     

  • 3.  A maximum of 10 CE credits can be approved by The Institute.

For further details, please contact Member & Client Services at info@advocis.ca.

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