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How to Develop Leads Online
… advisors who have a good website; two -thirds of advisors engaging in digital marketing …
3 Web Tools to Boost Work Productivity
… tasks, identify and better prepare for ad -hoc activities or impediments, and to prevent …
What the Federal Election Outcome Means for Tax Policies
… Liberals promised to introduce a new tax –free First Home Savings Account. This new …
Determining Your Best Newsletter for Clients
… me off your distribution list.” 3. Outside -sourced eNewsletter. Maybe you’re an RIA. The …
Attracting & Nurturing Clients in the Digital Age
(From the March 2024 Edition of eFORUM) By Angelina Hung & Zainab Williams When …
FHSAs: Beyond the basics
… eFORUM) By Jamie Golombek and Debbie Pearl -Weinberg The tax-free First Home Savings …
Federal Budget 2022: The Lowdown on the New FHSA
… on the proposed launch of the Tax –Free First Home Savings Account (FHSA), a …
Advocis launches free online service to connect financial advisors with small business owners in wake of COVID–19
… 30, 2020, Toronto – As the COVID -19 pandemic continues to disrupt the Canadian …
6 Questions to Ask before Jumping into New Tech
… CFP, CLU, CHS, EPC, is a self -proclaimed Financial Marketing Nerd at Financial Tech …
What the New Title Protection Law Means for You
… speaking at an Advocis webinar. The long -awaited regulation offers consumers clarity and confidence …
Responding to a Changing Environment
… the current conditions brought on by COVID -19. Will your business survive or thrive …
Moving on from the Pandemic: How covid affected the Canadian workforce and what this means for the future
… Substance Use and Addiction. Effects on Canadians -As of today according to COVID–19 epidemiology …
The Power of Podcasts
… mainstream medium with millions of listeners. According to a 2020 report from Edison Research, …
Truth & Reconciliation in Financial Planning
… a handful of Advocis members who self -identifies as Indigenous, and am further isolated …
Member Article: Truth & Reconciliation in Financial Planning
… a handful of Advocis members who self -identifies as Indigenous, and am further isolated …
Advocating for Fair Treatment for Family Businesses
… starting in 2016 with its 2017 pre -budget submission to the House of Commons’ …
Home Office Expenses in 2020
… eFORUM) By Jamie Golombek and Debbie Pearl -Weinberg With many advisors and their clients …
Reverse mortgages deserve careful consideration, says Advocis
… Canada January 26, 2022 – For house -rich Canadians facing liquidity challenges in retirement, …
Our New Normal: Returning to Office Procedures
… eFORUM) By Kim Poulin To date, self -isolation and reducing contact with other people …
You’re the Top: The Value of Advice as Your Differentiator – How to Stand Out from the Crowd
… been exposed to over the last twenty -five or so years, there is alarmingly …
From COVID–19 windfalls to property investment pitfalls?
… in a good position to get on -the–ground insight into what’s in demand among …
How the pandemic has transformed mentorship in the investment industry
HELEN BURNETT -NICHOLS – SPECIAL TO THE GLOBE AND MAIL July 23, 2021 – …
Seven Tips for Effective Networking from Home
… real discussions with dedicated communities of like -minded people. If you’re used to being …
Is It Time to Revisit Prescribed Annuities for Retirees?
… and vibrant stock markets have made non -registered life annuities a hard sell for …
Simply the Best: How Financial Advisor Designations Can Affect Customer Experience
… post, I am interviewing Barbara Riddell, Vice -President of Education and Membership at Advocis, …
Is There a Secret Sauce to Growing Your Network?
… if you lead with a free cash -flow consultation, you might ask for a …
Making the Most of Virtual Meetings
… handle remotely — small groups or one -on–one meetings require different software than webinars. …
Show Caution with Insurance Policy Beneficiaries
… eFORUM) By Jamie Golombek and Debbie Pearl -Weinberg It’s common for a private …
How middle–aged Canadians can make up for lost time on RRSPs
… plans (RRSPs), advisors are helping some middle -aged clients play catch up on their …
Nominees Announced for 6th Annual National Magazine Awards: B2B
… National Magazine Awards: B2B for Best How -To Article or Series of Articles with …
Donations of Life Insurance: An Update
… eFORUM) By Jamie Golombek and Debbie Pearl -Weinberg Some charities are experiencing an increased …
Death & Incapacity – The Elephant in the Room
… hard to help clients toward a better retirement, I can empathize with each of …
Advocis’ ‘Financial Advice for All’ campaign wins Bronze at FCS Portfolio Awards for Corporate Imagery
… an honor to be recognized for award -winning work among a field of so …
Inside or Out: Paying Registered Plan Fees
By Jamie Golombek and Debbie Pearl -Weinberg If your clients pay fees for the …
Advocis builds its content to make finance approachable
… more fun and informal. Advocis’ new, more consumer -friendly website is designed to teach millennials about …
‘It’s an emotional roller coaster out there for clients’
… and people’s lives left by the COVID -19 pandemic. And while the rollout of …
How to Enter the Group Market
… of each employee individually. Of course, long -term relationships aren’t built overnight. If you …
Tax Filing in the Age of COVID
… eFORUM) By Jamie Golombek and Debbie Pearl -Weinberg As of mid–March 2021, the …
Update 2024 Advanced Learning Modules – FAQ
… the Advanced Learning Modules? Login at advocis.ca with your Advocis ID From your Advocis …
Membership
… and 39 Chapters across the country. https://www.youtube.com/watch?v=Kbroi -4fMPw Join Advocis See the benefits Review …
Risk Management Series Form
Order Form Upon submission of this form, you will receive link to drop box …
5 Essential Networkers You Need
… business grow. Andy and Mia Torr co -founded Authentic Networker to help service professionals thrive …
Employee Performance Pointers During a Pandemic
… grocery store, laying on the floor, full -blown tantrum in the middle of the …
KNOWLEDGE BUREAU AND ADVOCIS PARTNER TO OFFER MFA–P™ DESIGNATION PROGRAM TO MEMBERS
… 3, 2020 – Knowledge Bureau, a pre -eminent national financial education institute and Advocis, …
The “Ins and Outs” of Probate Planning
… accumulate some wealth over their lifetime is probate planning. You might wonder, what is …
3 Ways to Grow Your Network in the “New Normal”
… as powerful as those we build in person. The “new normal” will challenge all …
Advocacy Matters. Here’s Why.
… risk to the financial health of hard -working families seeking professional financial advice. Thanks …
Life Interest Trusts and Life Insurance – Potential Double Tax Whammy
… eFORUM) By Kevin Wark The Income Tax Act allows individuals to establish certain …
Why advisors should be considering their business emergency preparedness
… Inc., to describe himself and the 66 -year–old financial services industry veteran of 40 …
Strategies for brand building
… channels – from online videoblogs to full -blown broadcast television – to comment, explain, …
Life Interrupted – Advisors Leading Through Traumatic Times
… 2020 – Advisors provide support during world -altering crises. It’s an emotional time, and …
When Is It Time for an Advisor to Retire?
… for me. I spoke to a 90 -year–old former advisor who had retired at …
Women in Wealth Management award winners revealed
… Shannon Lee Simmons, founder of the fee -only New School of Finance financial planning …
The New Anti–Flipping Rule
… eFORUM) By Jamie Golombek and Debbie Pearl -Weinberg The federal government is cracking …
How the Minority Liberal Government May Affect Tax Policies
By Jamie Golombek and Debbie Pearl -Weinberg The Liberal party has retained minority power …
Estate Planning Considerations after a Marital Breakdown
… may be a bequest to the ex -spouse’s family members that should be reconsidered. …
New rules coming for financial advisors in Ontario. This is what they’ll mean for you
… A financial advisor focuses more on day -to–day money management, and a financial planner …
3 Habits to Improve Your Networking Follow–up
… you follow up. 1. Block post -event follow–up time. Whenever you open your …
Attracting Tomorrow’s Client
… younger generations handle their finances. From robo -advisors to direct–to–consumer investing platforms, Millennial and …
New Changes for First–time Home Buyers
… parents. Alas, for a guy making entry -level wages, that was but a romantic …
The Advocis Podcast
… while managing all of your regular day -to–day activities. Learn more about GAMA Global …
Advanced Learning Modules
… Institute Module 3: Balancing Priorities for Client -Centric Success Learning Objective: Understanding the values and …
Contact Us
… Client Services or call us at 1 -877–773–6765 or 416–444–5251. Our office hours are …
Find an Advisor
… information. Need help finding an advisor? 1 -800–563–5822 If you are a member of …
Regulatory Affairs Links
Links to Government & Regulatory Websites Here are links for financial advisors to relevant …
Returning to the Office: What’s Right for Your Team?
… to go back to a fully in -person workplace, continue to work remotely, or …
Research confirms Canadian financial advisors are reliable barometers for broader economy
Toronto, February 12, 2019 – Canadian financial advisors are remarkably attuned to changes across …
Suddenly Widowed
… says Jane Blaufus, a former insurance advisor based in Burlington, Ont. “These widows are …
Building Trust with Networking Contacts in the “New Normal”
… Or young couples plan for their child -rearing years? Sharing your specialty and your …
New Year Tax Planning
… eFORUM) By Jamie Golombek and Debbie Pearl -Weinberg Welcome to 2022 — a …
Mastering Your Momentum in Spring 2024: What It Means for Financial Advisors
… in the business. This is an industry -wide phenomenon where advisors have not given …
Advocis Invites Advisors, Families and Youth to ‘Get Started’ with Financial Literacy for Financial Literacy Month 2021
… continued focus on youth via an activity -based ‘Fin Lit Kit’ and financial literacy …
Advocis appoints Eric Lidemark as Chair of Board of Directors
… membership, and ensure that all our member -clients have the proper tools and resources …
Nurturing Collaboration in the Summer: Creating a Thriving Work Environment
… projects and make significant progress with to -dos that keep getting put off in …
FP Canada™ and Advocis applaud the Saskatchewan Government on the passage of Title Protection Legislation
… the economic challenges associated with the COVID -19 pandemic. “Saskatchewanians need professional financial planning …
RelationSHIFTS – The Human Element & COVID–19
… through the forest of uncertainty surrounding COVID -19, it is important to look for …
Tips for the Advisor’s Summer Vacation
… do you square your goal of top -notch client service with taking a vacation? …
Elke Rubach: Finding motivation in a world turned upside down
… sign up for uncertainty from the get -go. While no one wants the current …
One–fifth of Canadians interested in using saved–up money for home renovations
… being locked down and their pocketbooks locked up are eager to spend their saved -up …
Sleep Apnea and Underwriting
… airway blockage is left untreated, the long -term health consequences are the increase risk …
Greg Pollock on The Ivari Podcast
ivari presents…On the go! Interview with Greg Pollock, CEO of Advocis February 9, 2023 …
Greg Pollock on The Assuris Podcast – Let’s Talk Life… Insurance
… of financial advisors in helping Canadian consumers with all aspects of financial planning. – …
Insurance Business Canada Awards winners: “Without them, we wouldn’t exist”
… and now it’s over to the sponsors, without whom, such an important celebration would …
New Employee Stock Option Rules
… eFORUM) By Jamie Golombek and Debbie Pearl -Weinberg On July 1, 2021, new stock …
The Right Routine for Your Business
… to get distracted by emails or non -revenue generating activities that can come up …
Tips to serve clients both young and old
… unique to their generation — including part -time work, greater educational requirements for entry–level …
Advocis: How should Canadians handle big–ticket summer purchases with savings from the pandemic? Ask their advisors.
… 2021 – The combined effects of sizzling weather, falling COVID -19 case counts, steady progress in vaccinations and healthy …
Advocis Challenges Canadians to Take Charge of Their Finances
… for 2019, centered on an interactive 30 -Day Challenge, and a special financial literacy …
The Big Q: How Advisors Can Harness Technology to Exceed Customer Expectations
… major legwork, featuring solutions — often Canadian -based — that meet a firm’s regulation …
In Recognition of National Volunteer Week 2021
… not have prospered without. As the COVID -19 pandemic ensued and lockdowns, shutdowns, and …
National Volunteer Week 2022 – A message from Greg Pollock
… the stress, division, and inequality that COVID -19 has created – a separation that …
Standards needed for financial advisers
… financial planners. Ontario recently followed Quebec’s example with legislation that requires individuals using the …
Ontario ramps up life insurance agent oversight amid advisor–planner title standards uncertainty
… many contraventions.” FSRA said in a 47 -page report that its dedicated life agent unit will …
‘Provinces must follow Ontario’s lead on title protection’
… risk to the financial health of hard -working families seeking professional financial advice. He …
New rules force financial planners to be qualified by 2026
… up to thousands of dollars for long -term investors. Technically, a trailer fee is …
11 Ways Clients Can Help Your Business
… first step. Consider this scenario. Your father –in-law tells a friend, “My son-in-law is …
How to Improve the Client Fact–finding Process
… children is a bit of a no -brainer. But it is equally important to …
CRA Roundtables – Recent Interpretations of Interest to Advisors
… importance to their practices/clients. Due to COVID -19, the CRA Roundtables held by such …
3 Steps for Setting Powerful Goals — Even During a Pandemic
… eFORUM) By Andy and Mia Torr Goal setting felt different a year ago. A …
Beneficiary Designations and Resulting Trusts Revisited
… to a beneficiary designation governing a Tax –Free Savings Account (TFSA), as a statutory …
Group Insurance Certificate Program
… Overview Format: Online learning & quiz Pre -requisites: None CE Credits: 2 CE Note: …
Continuing Education – Protection Matters
… Overview Format: Online learning & quiz Pre -requisites: None CE Credits: 1 Ethics CE …
Disability Income Insurance Certificate Program
… a disability. In addition to an in -depth review of the common disability income …
Privacy Policy
… corporation without share capital formed under the laws of Canada under the name The …
Long–Term Care Insurance Certificate Program
… challenge to meet the health and personal -care needs of this growing segment of …
Accessible Customer Service Policy
… developed accessibility standards that all private, non –for-profit and public sector employers must meet. …
Getting Established
Getting Established is a mentorship -based program where students are connected to an experienced …
Life License Qualification Program (LLQP)
… License Qualification Program (LLQP). Our online self -study program provides you with the foundational …
Continuing Education – Practice Matters
… skills to set the stage for long -term success. Investing in the ethical development …
Certificate Programs
… unique features of the CI product One -year window for completion of the Certificate …
AODA Roadmap
… Deliverables Activities Responsibilities Complete StatusIn Progress Ongoing 2014 Accessibility Policies develop, implement and maintain …
Continuing Education – Product Matters
… at the forefront, our industry leading product -focused modules are your gateway to expansion …
Advocis Life License Qualification Program – Accident & Sickness (LLQP – A&S)
… Licence Qualification Program (HLLQP). Our online self -study program provides you with the foundational …
Course Descriptions
… of all 12 core curriculum modules (911 -922) that make up the program. Purchasing …
CE Accreditation
… is currently listed on the FP Canada website at https://www.fpcanada.ca/cesearchtool. Based on the CE …
Qualified Associate Financial Planner (QAFP™) Individual Descriptions
Qualified Associate Financial Planner (QAFP) Pre -requisite courses $ 150 + applicable taxes for …
CE Accreditation
… which is currently listed on the AIC website at https://licensing.abcouncil.ab.ca/#!/cecourselookup. Advocis obtained a CE code …
Chartered Life Underwriter (CLU®) Individual Module Descriptions
Chartered Life Underwriter (CLU) Pre -requisite Courses $ 150 + applicable taxes for Advocis …
Certified Financial Planner (CFP®) Fundamental Individual Descriptions
Certified Financial Planner (CFP) Pre -requisite Bundle $ 1800 + applicable taxes for Advocis …
Critical Illness Insurance Certificate Program
… Overview Format: Online learning & quiz Pre -requisites: None CE Credits: 4 CE Note: …
FAQ: CFP Body of Knowledge
Q1. ARE YOU A FPSC LEVEL 1 CERTIFICANT AND ELIGIBLE TO WRITE THE FP CANADA …
Instructor–led Programs
… a strong and cohesive network of instructor -led programs to meet your individual needs …
About Advocis
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Protected: Protected: Education Resources Master List
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Advocis Membership – Credly Badge
… your credentials to clients in a digitally -verifiable format is more important than ever. …
Professional Financial Advisor Program – Policies
… of $75 + taxes. Cancellation Fee: Members/Non -members: Refund minus $75 + taxes To …
Chartered Life Underwriter (CLU®) Program Policies
Chartered Life Underwriter (CLU) Pre -requisite courses $ 150 + applicable taxes for Advocis …
Licensing Renewal and CE Reporting During COVID–19 – Regulator Responses
… under FAQs: “As Council is a self -funded regulatory body, we are proceeding with …
Eventbrite
… event portal to send out non event -related email broadcasts to their members via …
Partners
… GAMA GAMA Global Canada is a not –for-profit professional association that exists exclusively for …
THIA TRIP Travel Insurance Program
… Travel Insurance Program. TRIP is an in -depth, online curriculum about travel health insurance …
Terms and Conditions of Media Participation for Advocis Members
… to make reference to resources from our website or other official Advocis sources during …
Continuing Education for PFA™ Credential Holders
… created by Advocis to satisfy this one -time requirement. If you earned your PFA …
Certified Financial Planner (CFP®) Program Policies
Certified Financial Planner (CFP) Pre -requisite courses $ 150 + applicable taxes for Advocis …
2022 Membership Renewal Guide
… for 2022. Below, please find a step -by–step guide to the online renewal process. …
Advisor Growth Journey
… Journey. The Advisor Growth Journey provides bite -sized, actionable insights that will enhance and …
Advocis Transition Students
… one or more of the Advocis FP241 -244 courses within the last 4 years, and …
Legal and Regulatory Affairs
… education courses be accredited by recognized third -party accreditation services. FSRA: Consultation , Second …
Membership Benefits
… from the line up of outstanding industry -leading guest speakers to the exciting evening …
Advisor Growth Journey Study Groups
… all intellectual property License to the industry -leading Qualitate™ software Workbooks to help facilitate …
ATTENTION: Special Notice – Autorité des marchés financiers
… all in good health amidst the Covid -19 pandemic. We would like to provide …
ATTENTION: CISRO Update – Access to Online LLQP Exams
… all in good health amidst the Covid -19 pandemic. We would like to provide …
Code of Professional Conduct
… notes are available that provide a more in -depth explanation of each principle within the …
Update 2024
… Tax Legislation Awareness Balancing Priorities for Client -Centric Success Outliving the Money https://www.youtube.com/watch?v=U–Q6hz_9u_0 Program …
Continuing Education for CLU® Credential Holders
… created by Advocis to satisfy this one -time requirement. If you earned your CLU …
Home
… in Canada, representing more than 17,000 member -clients and 40 Chapters across the country. …
Qualified Associate Financial Planner (QAFP®) Program Policies
Qualified Associate Financial Planner (QAFP) Pre -requisite courses $ 150 + applicable taxes for …
Programme d’études Etapes vers la réussite d’Advocis
… en fonds communs de placement vous intéresse -t–elle? En tant que candidat inscrit au …
Certified Health Insurance Specialist (CHS™) Program Policies
… to keep track of your progress 2 -year window for completion of full CHS …
Professional Financial Advisor™ (PFA) FAQs
… pay $425 + applicable taxes. Content on -demand Access to corporate trainer and recorded …
PFA™ Social Media Badges
… size version of the PFA Candidate Badge for all other uses. 2020 -ADV–Curriculum–Page–Banners–PFA–1 PFA_Badge_FullSize–2–782×1024 PFA_Badge_FullSize–2–782×1024
The Life License Qualification Program (LLQP) Exam Regulations
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The Life License Qualification Program (LLQP) Program Policies
… Orientation webinar Practice exam tool Live on -line webinars with a bilingual trainer Register …
Chapter Leadership Council
… members. CLC Regional Leaders guide the well -being of the chapters in their Region, …
Tracking Your CE Credits
… programs (including AIC certificates) For Institute – accredited CE, you also have a direct …
Become a Mentor
… Inspire * Support Get involved and share your knowledge and experience! Programs that offer …
Prince Edward Island Chapters
… and local networking. Advocis also runs cross -country events and members–only CE events. Evolve …
Ontario Chapters
… Timmins and District St. Lawrence Rideau Brant -Norfolk Golden Triangle Greater Hamilton Greater Niagara …
Thompson–Okanagan
Thompson -Okanagan As a chapter, we are dedicated to supporting the success and professionalism …
Coffee Talks
… Coffee Talks Advocis Coffee Talks are espresso -sized webinars for financial advisors, accredited by …
Saskatchewan Chapters
… and local networking. Advocis also runs cross -country events and members–only CE events. Evolve …
Nova Scotia Chapters
… and local networking. Advocis also runs cross -country events and members–only CE events. Evolve …
Exclusive Education Opportunities for IG Wealth Managemen
… For assistance, please contact Advocis: Tel: (416) 444 -5251 Toll-Free: 1–800–563–5822 Fax: (416) 444–8031 Email: info@advocis.ca
Newfoundland and Labrador Chapters
… and local networking. Advocis also runs cross -country events and members–only CE events. Evolve …
ATTENTION: Special Notice – Insurance Council of Saskatchewan
… all in good health amidst the Covid -19 pandemic. We would like to provide …
Annual Report
… and the possibility it presents for face -to–face communication is not one that can …
New Brunswick Chapters
… and local networking. Advocis also runs cross -country events and members–only CE events. Evolve …
Chapter Leadership Council
… Hudson, CLU, CFP, CHS Regional Leader, North -East Ontario Todd Barton, CFP Regional Leader, …
Manitoba Chapters
… and local networking. Advocis also runs cross -country events and members–only CE events. Evolve …
Events Calendar
Update 2024 Seminar is open to Advocis members; non -members are welcome Presented by …
British Columbia Chapters
… and local networking. Advocis also runs cross -country events and members–only CE events. Evolve …
2019 Advocis Queen’s Park Day
… MPPs during the Queen’s Park Day. Leave -Behind Document The Leave–Behind document to use …
Prior Learning, Exemptions and Equivalencies
… years. Course Exemption Fees: $75 administration (non -refundable) + $75 for each exemption granted …
Alberta Chapters
… and local networking. Advocis also runs cross -country events and members–only CE events. Evolve …
2019 Newfoundland and Labrador Legislature Day
… MHAs during the 2019 Legislature Day. Leave -Behind Document The leave–behind document for the …
Local Chapters
… and local networking. Advocis also runs cross -country events and members–only CE events. Evolve …
Continuing Education – FAQ
… to be an Advocis member to register? Members and non -members can register for …
Financial Planning Fundamentals Individual Courses
Chartered Life Underwriter (CLU) Pre -requisite course $ 1050 + applicable taxes for Advocis …
CE Requirements
… development such as: Teaching/presenting Research/writing articles Self -study Participation on industry task forces/committees Designation …
LLQP Program – Policies
… + taxes. Please note: Registrations are non -transferable and applicants must ensure that the …
Professional Financial Advisor Program – Frequently Asked Questions
… like? The PFA is an integrated, 4 -course program that will engage candidates in …
MFA–P™ Philanthropy Designation Program
… Knowledge Bureau to bring advisors the MFA -P™ Philanthropy Designation Program. This 3–course online …
CFP® / QAFP™ Program – Policies
… years. Course Exemption Fees: $75 administration (non -refundable) + $75 for each exemption granted …
Education
… 2024 Why You Should Choose Advocis Self -Study program Customizable study schedules Content on–demand …
Chartered Life Underwriter Program – Policies
… this date). Please note: Registrations are non -transferable and applicants must ensure that the …
Advocis Education FAQ
… our site is very strong with 128 -bit encryption, and that their personal information …
Chartered Life Underwriter (CLU®) Module Descriptions
Chartered Life Underwriter (CLU) Pre -requisite courses $ 150 + applicable taxes for Advocis …
Tracking Your CE Credits
… programs (including AIC certificates) For Institute – accredited CE, you also have a direct …
Corporate Partnerships Program (CORPP)
… the values Advocis represents: advisor professionalism, competency -based education, and a commitment to advocate …
LLQP Exam Regulations
… your exams. IMPORTANT: You will have one year to successfully complete the Advocis LLQP …
Professional Financial Advisor (PFA) Program Policies
… pay $425 + applicable taxes. Content on -demand Access to corporate trainer and recorded …
PFA: Frequently Asked Questions
… Corporate Trainer are available on a one -to–one basis. Please email: pfatraining@advocis.ca to schedule. Our Corporate …
The Life License Qualification Program – Accident & Sickness (LLQP – A&S) Program Policies
… Orientation webinar Practice exam tool Live on -line webinars with a bilingual trainer Register …
The Life License Qualification Program – Accident and Sickness (LLQP – A&S)
… (LLQP – A&S) program. Our online self -study program provides you with the foundational …