Professional Financial Advisor Program – Policies

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, 1-877-773-6765 or 416-444-5251.


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.

AssessmentNumber of Additional AttemptsFee For Each Additional AttemptSpecial Terms
FP Module ExamTwo (2) additional attempts$75 + taxesReceive access within 1-2 business days 
Course ExamOne (1) additional attempt$75 + taxesReceive access within 1-2 business days 
Final Comprehensive ExamOne (1) additional attempt

$150 + taxes (members)

$350 + taxes (non-members)

The Final Comprehensive Exam is scheduled four two a year (May and  November).

Additional attempt to be completed for the next available exam session.

Please register or re-register for the exam via the PFA website page.

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