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  • About
    • The Institute
    • Mission & Vision
    • Relationship to TFAAC
    • Governance Structure
    • Board of Trustees
    • Contact Us
  • Designations
    • CHS
      • Education
      • CHS Requirements
      • CHS Renewal
    • CLU
      • Education
      • CLU Requirements
      • CLU Resources
      • CLU Renewal
    • CH.F.C
    • PFA
    • Pricing
  • CE ACCREDITATION
    • CE Accreditation Policies
    • CE Accreditation Services Offered
    • CE Accreditation Application
    • Decision Report Lookup
    • Search Education Provider
  • Frequently Asked Questions
  • COMPLIANCE
    • Standards
    • Trademark Infraction
    • Disciplinary Process
    • Complaint Form
    • Code Of Conduct
  • AWARDS
    • Longstanding CLU
    • Award Details
  • Public Registry

In The News

In The News

The Institute for Advanced Financial Education appoints Ejaz Nadeem as Chair of Board of Trustees

21 July 2022

The Institute for Advanced Financial Education is pleased to announce the appointment of Ejaz Nadeem

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Computer next to a stacked pile of books

Curriculum Updates for the CLU® and PFA™

20 April 2022

The Chartered Life Underwriter (CLU®) and Professional Financial Advisor (PFA™)  designation education programs are regularly

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Two Credentialing Bodies Approved for Financial Planner and Financial Advisor Title Use in Ontario

11 April 2022

The Financial Services Regulatory Authority of Ontario (FSRA) has approved FP Canada and the Institute for Advanced Financial

Read More »

The Institute for Advanced Financial Education

10 Lower Spadina Ave., Suite 600, Toronto, ON M5V 2Z2

Tel: 416-444-5251 or 1-877-773-6765

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