About Us

About The Institute

The Institute for Advanced Financial Education (The Institute) is the leading designation body in Canada for financial services practitioners in the specialty areas of Advanced Estate and Wealth Transfer, and Living Benefits.

The Institute provides a platform of standards and advanced knowledge through designation programs and accreditation services. The Institute boasts 4,500 CLU and CHS designates in good standing across Canada.

Mission & Vision

Mission

The Institute’s mission is to provide financial services practitioners with exceptional, specialized, and relevant education.

Vision

The Institute’s vision is to be the most recognized and relevant provider of education, designations, and standards for financial services practitioners.

Governance Structure

Relationship to TFAAC

The Institute remains 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.

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

Board of Trustees

The Institute Board of Trustees is comprised of volunteer individuals with an Institute designation in good standing. Board members are committed to furthering the mission of The Institute. The Chair of The Institute is elected at the Annual General Meeting by vote, by the designation holders.

The Board provides strategic leadership to The Institute, with support in meeting strategic direction through volunteer and staff resources. This includes oversight and management of policies relating to the granting of an Institute designation, continuing obligations for one to maintain an Institute designation, enrollment criteria for designation programs, and the operation of The Institute's CE Accreditation Services.

National committees

The Institute currently has the following National committees with volunteer members:

  • Executive Committee
  • Nominations Committee
  • Education Committee
  • Marketing Committee
  • Finance Committee
  • Ethics Committee
  • Institute Representatives Committee