Become a financial security advisor with Ekinox
Whether you're starting from scratch or already have a degree, we have a program that's right for you.
How does it work at Ekinox?
01
You choose your path
Whether you need to obtain an AMF license or build on your existing experience, we’ll start where you are.
02
We equip and support you
Training, mentoring, CRM tools, and professional guidance at every stage of your development.
03
You're building your practice
Your own client base, business portfolio, and revenue—all in a relaxed, pressure-free environment.
You don't have your financial advisor license yet
That is exactly why our training center exists.
Obtaining your license from the Autorité des marchés financiers (AMF) may seem complicated. Our PQAP program guides you through every step, from the online course to your first year of supervised practice.
Your 4-step process for obtaining an AMF license
1
Obtaining the license
6 to 8 weeks online
- 4 official AMF modules
- Professional Ethics, Life Insurance, Critical Illness and Disability Insurance, Segregated Funds
- AMF exams at the end
2
Probationary period
12 mandatory weeks
- Supervision by a certified counselor
- First in-person client meetings
- Ekinox Full Support
3
Skills Development
Progressive coaching
- Products, Strategies, Communication
- CRM tools and internal software
- Prospecting Techniques
4
Mentoring and Success
Ongoing support
- Regular one-on-one coaching
- Leads and Customer Development
- Personalized Growth Plan
What you get right from the start
- Access to our online course platform as soon as you register
- A dedicated mentor throughout your probationary period
- CRM tools and marketing resources to get started with the right tools
- A network of advisors to learn from those who have been there
- A business unit that’s yours from the very first customer
You already have your financial advisor license
But do you have the right environment to succeed?
Many laid-off advisors find themselves in environments where they feel out of place. Unrealistic quotas, clients who stay at the branch, outdated tools. At Ekinox, we do things differently.
Complete freedom in your practice
You manage your clients, your schedule, and how you work. Ekinox serves as a support system and a catalyst, not a rigid structure. You’re an entrepreneur, and we treat you as such.
Your business unit truly belongs to you
Clients, files, renewals: everything is in your name. Not in the name of an agency, not in the name of an upline. When you leave, your work goes with you.
Tools to thrive, not just survive
- Modern CRM tailored for the financial industry
- Access to multiple partner companies and a wide range of solutions
- Recognition programs, contests, and performance bonuses
- Group insurance is available even for self-employed individuals
- Stock options through AOG
- Ongoing mentoring for those who want to keep improving
Explore our support programs
01
PQAP Training and Career Path
From AMF classes to getting your license, with support every step of the way.
02
Personalized mentoring
Weekly coaching from experienced advisors.
03
Customer Development
Strategies, leads, and tools to grow your business.
04
Access to solutions and partners
Multiple companies, one network, the best recommendations.
What sets us apart
| Elsewhere | At Ekinox | |
|---|---|---|
| Business Block | Belongs to the agency or your upline | 100% yours, starting with your first client |
| Quotas | Often unrealistic monthly targets | Support without rigid pressure |
| Training | Initial training only or self-taught | Structured program + ongoing mentorship |
| Technology tools | Generic CRM or no CRM | CRM configured for the financial industry |
| Culture | Internal competition among advisors | Collaboration, mutual support, and knowledge sharing |
| After getting your license | Often left to fend for yourself | Ongoing support and a growth plan |
Frequently Asked Questions About Becoming a Financial Security Advisor
How long does it take to obtain a financial security advisor license?
The preparatory training program takes 6 to 8 weeks to complete, depending on your pace. After passing the AMF exams, a mandatory 12-week supervised probationary period follows before you can practice independently. In total, expect it to take about 5 to 6 months from enrollment to the end of your first full year.
Can I start part-time?
Yes. At Ekinox, you can start your career in financial consulting on a part-time basis and transition to full-time work as your goals evolve. Many of our advisors began their careers while holding down another job. Flexibility is at the heart of our model.
Is there a fee to join Ekinox?
The associated costs primarily consist of training and AMF exam fees, which are standard in the industry. Our support, mentoring, and access to our tools are included in our partnership model. Contact us to discuss the details based on your specific situation.
What support is available after obtaining a license?
Our support doesn't end with your license. Ekinox offers ongoing mentoring, access to advanced training, support for client development, and strategic guidance to help you achieve your long-term goals. Your growth is our mission.
Your next step starts here
No matter where you are in your career, Ekinox has a path that’s right for you. Join a network of financial advisors who value independence, training, and excellence.
