Certified Financial Planner® (CFP)

Advocis' Certified Financial Planner® (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.

For more information on the CFP program please click:


Why Choose CLU?

The CLU is Canada’s premier wealth transfer and estate planning designation.

What it does

It builds competencies that give you the knowledge and confidence to provide your clients with wealth transfer, and estate planning advice.

How it helps you

The CLU® is recognized in the financial services industry, and is respected by clients and their financial practitioners. It implies competence in the area of estate planning, and provides the education needed to differentiate one's practice. CLU® designated practitioners are in the unique position of helping their clients build and preserve wealth.

For more information on the CLU program please click:


CHS - Certified Health Insurance Specialist - formerly (RHU)

Would you like to further your professional stature?

Would you like to guarantee your clients the best of advice – advice they can trust implicitly?

Would you like to gain in-depth, specialized knowledge and expertise in all areas of living benefits?

 For further information on the CHS program, please click here:



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