Professional Designation Programs

Advocis recognizes the value of building a superior level of technical knowledge and expertise as a financial practitioner to effectively meet the needs and objectives of your clients. As such, Advocis offers highly regarded education programs which lead to prestigious designations. These programs are a testament to our commitment to members, and to equipping them with the advanced skill sets they need to provide clients with an elite level of service and advice.

Through Advocis, you can obtain the education required to earn five industry-recognized designations — CLU®, CFP®, QAFP™, CHS and PFA™ — and add a higher degree of prestige to your business for the benefit of your clients.

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