The Institute For Advanced Financial Education

The Institute for Advanced Financial Education (The Institute), provides a platform of standards and advanced knowledge through designation programs and accreditation services. 

With over 5,000 CLU, CHS, CH.F.C., and PFA designates in good standing across Canada, The Institute is the leading designation body in Canada for financial services practitioners in the specialty areas of Advanced Estate, Wealth Transfer, and Living Benefits.

Vision Statement:

To be a leading provider of education, designations and standards for professional financial services practitioners.

Relationship to TFAAC:

As a member of the TFAAC family prior to its incorporation, The Institute operated as the designation body/business unit of The Financial Advisors Association of Canada (TFAAC). 

Focusing on setting standards for the designation and education world, The Institute serves as the enforcement body for The Institute and Advocis Code of Professional Conduct (CPC).