Professional Designations

The Certified Financial Planner (CFP)

The Certified Financial Planner (CFP) designation is an internationally recognized standard for financial planning. It is granted by the financial planners standards council (FPSC). Advocis is one of the FPSC founding member organizations. An advisor with a CFP designation may help you with personal financial planning and offer advice on investment and insurance strategies.

A Chartered Life Underwriter (CLU)

A Chartered Life Underwriter (CLU) designation is a financial advisor with advanced knowledge in the life and health insurance and employee benefits. An advisor with a CLU can provide specialized advice on life insurance needs, tax planning and financial planning of business owners.

A Chartered Financial Consultant (CH FC)

A Chartered Financial Consultant (CH FC) designation is an advisor with advanced knowledge in wealth accumulation and retirement planning. A CH FC is an expert in retirement planning and capital accumulation strategies.

The Certified Employee Benefit Specialist (CEBS)

The Certified Employee Benefit Specialist (CEBS) designation is a designation awarded by the International Foundation for Employee Benefits Plans. The designation is the most widely recognized and respected professional credential in the employee benefits sector.

A Group Benefit Associate (GBA)

A Group Benefit Associate (GBA) designation is a designation is awarded by the International Foundation for Employee Benefits Plans. GBA is a specialty designation focusing on the principals and applications of group benefits, along with the economics on both the Canadian and the US healthcare system.

Certified Health Insurance Specialist (CHS)

Certified Health Insurance Specialist (CHS) designation is the only premiere living benefits designation in Canada. A CHS advisor has advanced knowledge in the areas of Critical Illness, Long Term Care, Disability Income, and Group Benefits.