Certificate programs offered by Advocis

Certified Financial Planner (CFP®) education program

Advocis’ CFP® program is designed to help financial planners achieve their goals. Financial planners learn the fundamentals of building a comprehensive financial plan and are recognized as dedicated professionals with the know-how to assist clients while adhering to high ethical standards. The CFP® designation marks financial planners as qualified to practice as professionals.

Certified Health Insurance Specialist (CHS™) education program

The Certified Health Insurance Specialist (CHS™) was established by The Institute for Advanced Financial Education to raise the professional standards and practice methods of financial advisors in the health insurance sector. The CHS designation positions financial advisors to meet the growing market demand for informed living benefits advice, through education and practice expertise in all relevant health insurance areas including disability insurance, critical illness, long-term care insurance, basic and extended health insurance, drug and dental insurance, emergency medical insurance plans for travellers and insurance that provides immediate access to healthcare. For further information, please visit www.iafe.ca/chs.html.

Chartered Life Underwriter (CLU®) program

For more than 80 years, the Chartered Life Underwriter (CLU) designation has been widely recognized as a mark of excellence in the industry. The Chartered Life Underwriter is a professional financial advisor specializing in developing effective solutions for individuals, business owners and professionals in the areas of income placement, risk management, estate planning, and wealth transfer.