What is the PFA?

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.

Applying for the designation

Individuals who have completed the PFA Designation Program and Final Comprehensive Exam must fill out, sign and return the PFA Designation Holder’s Agreement.

CE Requirements

A minimum of 20 continuing education (CE) credits must be completed in each calendar year, one of which must be from a recognized Ethics program. Any deficiency in one year must be made up by the end of the next calendar year in addition to the requirement for the current year.

Within these 20 credits, a minimum of 10 CE credits must be accredited by The Institute; a maximum of 10 CE credits can be approved by The Institute.

PFA Program Overview

For more information on the PFA Designation Program, please visit the Advocis website: