Professional Financial Advisor (PFA™)

The Professional Financial Advisor (PFA™) credential program 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 leading credentialing body in Canada for financial services practitioners in the specialty areas of Advanced Estate, Wealth Transfer and Living Benefits.

The PFA designation is conferred exclusively by The Institute, the leading designation body in Canada for financial services practitioners in the specialty areas of Advanced Estate, Wealth Transfer, and Living Benefits.

Who should enrol?

• Newer financial advisors looking to develop the fundamental knowledge and practical experience necessary to build a successful practice

• Experienced financial advisors looking to brush up on key skills and revisit essential topics related to regulation, practice management and creating client value

Requirements for PFA Designation

• Successful completion of the Advocis PFA Program Courses

° Course 1: Business Elements

° Course 2: Enhancing Client Connections

° Course 3: Building Client Value

° Course 4: Fine Tuning Your Practice and The Value of Advice

• Successful completion of the Final Comprehensive Exam