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Welcome to Advocis! The Financial Advisors Association of Canada

Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada, representing more than 13,000 members and 40 Chapters across the country. Advocis offers designations, continuing education opportunities, industry-leading publications, and membership in a chapter network with incredible mentorship programs, study groups, practice development, and more.

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Professional Financial Advisor (PFA) Designation

The Professional Financial Advisor (PFA) focuses on practice development, technical knowledge and compliance/ethics. It gives new advisors a head start and helps existing ones refine their approach.

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CLU Designation

The CLU takes a deeper dive and specializes in developing effective solutions for your clients in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.

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Advocis Broker Services

Advocis Broker Services is a compelling source of advisor protection. We understand firsthand our clients’ unique needs and we develop insurance and risk management solutions to protect them.