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Home Professional Financial Advisor 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 & Client Services via info@advocis.ca, 1-877-773-6765 or 416-444-5251.
If you require additional time to complete your course, you may purchase an extension.
Extension Fee:
Members/Non-members: $75 + taxes
To request an extension, please contact Member & Client Services via info@advocis.ca, 1-877-773-6765 or 416-444-5251.
*All rewrites are required to be completed within the six-month course term.
FP Module Exam
If you are unsuccessful on your FP Module Exam, you may request up to two (2) exam rewrites. Following receipt of your request, you will be able to rewrite within 1 to 2 business days.
FP Module Exam Rewrite Fee:
Members/Non-members: $75 + taxes per rewrite (2 rewrites allowed)
Course Exam
If you are unsuccessful on your Course Exam, you may request one (1) rewrite. Following receipt of your request, you will be able to rewrite within 1 to 2 business days.
Course Exam Rewrite Fee:
Members/Non-members: $75 + taxes for rewrite (1 rewrite allowed)
Final Comprehensive Exam
The Final Comprehensive Exam is scheduled four times a year (February, May, August, November) beginning February 2022. If you are unsuccessful on your Final Comprehensive Exam, you may request one (1) rewrite for the next available exam session.
Final Comprehensive Exam Rewrite Fee:
Members: $150 plus taxes for rewrite (1 rewrite allowed)
Non-members: $350 plus taxes for rewrite (1 rewrite allowed)
To rewrite your final comprehensive exam, please re-register for the exam via the PFA website page.
To request a deferral, contact Member & Client Services via info@advocis.ca, 1-877-773-6765 or 416-444-5251.
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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