Professional Financial Advisor Program – Policies

Professional Financial Advisor Program – Policies

Program FAQ

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 & Client Services via info@advocis.ca, 1-877-773-6765 or 416-444-5251.

Extensions

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

  • Extension is 90 additional days from course expiry date
  • You retain all completed assessments and may continue from where you left off
  • Extensions must be requested at least 10 business days before the end of the 6-month term for the course.
  • Extensions apply to the course term only. You are still required to complete the program (courses 1-4) within the two-year term.

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.

Exam Rewrites

*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.