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About AdvisorU

Ever since opening our doors, we’ve helped countless individuals achieve their career and life dreams. We are committed to providing excellent education, training and resources so that our students will thrive in today’s competitive world. With flexible program options and great instructors, we’re sure you’ll be satisfied with your education at AdvisorU.

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Earn your CE credits

Check on our Add-on Course

AdvisorU is registered from FP Canada CE Approval. CE requirements go beyond maintaining technical competence. We are designed to support the maintenance and ongoing professional development required to continue meeting your needs. AdvisorU could issue your CE credits  with fully qualified authorization.

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How Do We Help Our Advisors Succeed

Profession can be trained

Networking Meetups

At AdvisorU, we believe in a holistic learning experience. One of the most popular activities are our Networking Meetups, hosted throughout the year. To find out how to get involved, contact us today.

Career Seminars

Our Career Seminars are very popular with our students, and have helped them grow and evolve outside the classroom. To hear more about our benefits, get in touch today to speak with one of our team members.

Off-Campus Activities

Nothing makes us more proud than watching our students thrive and achieve their goals. Our Off-Campus Activities are one of the most attractive activities, drawing students of all types. To learn more contact us today.

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Bilingual Class

With AdvisorU, we fully understand that language barriers cause our students to not fully understand the financial planning body of knowledge, learning specific content can be extremely challenging. With AdvisorU courses, all our tutors are Bi-lingual (English and Chinese), we will help our students to learn consistently and more comfortably.

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Multi-option of the course

With AdvisorU, our students can use their own experience and knowledge level to choose the different types of courses. If you are a rookie of the CFP exam, you can choose the online course, which means you can manage your learning speed. If you have experience with the CFP exam, you can simply choose our 11 Crash , which will help you to make final review and dramatically improve your chance of succeeding on the CFP exam. The options are flexible for our student and most commonly taken by experienced financial advisors.

Not Just a Title Following Your Name

If you already a CFP profession, feel free to take our course to refresh your knowledge. Continuing learning is the key component in our professional career. It lets us review our practices, re-examine our common assumptions, business methods, compliance, and ethics.

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The Recipe for CFP Success

The paths to certification are designed to ensure that CFP certificants meet the high standards of competence and ethics required to meet the evolving needs of Canadians and ensure that they remain relevant to the practice of financial planning

Next Steps in Your Career

As an CFP certificant, you have achieved am impressive milestone. What's next in your career? Your CFP certification is in demand by employers everywhere check the following button for new job opportunities.

Continuous Professional Development

In order to meet the evolving needs of potential CFP professionals and the financial services industry as a whole. Through the CFP courses, it identified the need for continuous professional development and goes beyond cases analysis skills

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625 Cochrane Dr, Markham, ON  L3R9R9

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