Professional Financial Advisor (PFA) Program Policies
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Professional Financial Advisor™ (PFA) FAQs
… (PFA™) Program FAQ General Program Who is the PFA for? The Professional Financial Advisor …
The Life License Qualification Program (LLQP) Exam Regulations
… .elementor-price-table__footer{padding:30px 0}.elementor-price-table .elementor-price-table__additional_info{margin:0;font-size:13px;line-height:1.4}.elementor-price-table__ribbon{position:absolute;top:0;left:auto;right:0;transform:rotate(90deg);width:150px;overflow:hidden;height:150px}.elementor-price-table__ribbon-inner{text-align:center;left:0;width:200%;transform:translateY(-50%) translateX(-50%) translateX(35px) rotate(-45deg);margin-top:35px;font-size:13px;line-height:2;font-weight:800;text-transform:uppercase;background:#000}.elementor-price-table__ribbon.elementor-ribbon-left{transform:rotate(0);left:0;right:auto}.elementor-price-table__ribbon.elementor-ribbon-right{transform:rotate(90deg);left:auto;right:0}.elementor-widget-price-table .elementor-widget-container{overflow:hidden;background-color:#f9fafa}.e-con-inner>.elementor-widget-price-list,.e-con>.elementor-widget-price-list{width:var(–container-widget-width);–flex-grow:var(–container-widget-flex-grow)} The Life License Qualification Program (LLQP) $ …
The Evolution of HWTs to ELHTs
(From the July 2021 Edition of eFORUM) By Kevin Wark Health and Welfare Trusts …
Chartered Life Underwriter (CLU®) FAQs
… to keep track of your progression through the modules Register Now Chartered Life Underwriter® …
Edition 36 – Jennifer Radman
Quantamental Investing – Leveraging the Best of Both Worlds In this edition of Coffee …
You’re the Top: The Value of Advice as Your Differentiator – How to Stand Out from the Crowd
… July 6, 2021 – In all of the economics, business and marketing training I’ve …
New Employee Stock Option Rules
(From the July 2021 Edition of eFORUM) By Jamie Golombek and Debbie Pearl-Weinberg On …
Insurance Business Canada Awards winners revealed
The wait is finally over for all of the finalists of the Insurance …
‘Reality check’: Top tips to tame household debt
… CTV News February 16, 2022 – While the Bank of Canada’s trendsetting interest rate …
Edition 19 – Sam Febrarro
Preparing Your Business for Succession in the Digital Age Sam Febbraro, Executive Vice President …
How to Best Network with COIs
By Patricia Giesbrecht and Kim Poulin In the September issue of FORUM, the feature …
Edition 34 – CALU
… Chair, Board of Directors, CALU to illustrate the current activities of CALU, including their …
Determining Your Best Newsletter for Clients
(From the July 2020 Edition of eFORUM) By Bryce Sanders Client newsletters are a …
Why a Marketing Pivot Is Needed Now More than Ever
(From the October 2022 Edition of eFORUM) By Stacy Brooks Businesses grow through …
Strategies for brand building
(From the March 2023 Edition of eFORUM) By Robyn K. Thompson When it …
Simply the Best: How Financial Advisor Designations Can Affect Customer Experience
… for your prospective clients to know that their potential Advisor has sufficient training, knowledge …
New rules force financial planners to be qualified by 2026
… a plumber and even a mortician. Now the province of Ontario – home to …
Banks’ product shelf restrictions face scrutiny at Advocis event
… 2021 – Banks restricting product shelves at the branch advice level came under fire …
New Changes for First-time Home Buyers
By Doug Carroll Summer radio and the “cottage country traffic report” always get me …
Moving on from the Pandemic: How covid affected the Canadian workforce and what this means for the future
(From the March 2024 Edition of eFORUM) By Adam Peros “You can’t really …
When Financial Advice Gets Tough, Financial Advisors Matter
… advisors always play a pivotal role for their clients during challenging or uncertain economic …
Key Messages
Educating the Public and Legislators about Financial Advice Here you can find the Key …
Research confirms Canadian financial advisors are reliable barometers for broader economy
… according to five years of data from the Advocis Financial Advisors Index (FAI) compiled …
Tech Tools for Advisors to Elevate Their Practice in the Digital Age
… serve your clients. Because advisors are at their most valuable when engaging in the …
How the pandemic has transformed mentorship in the investment industry
HELEN BURNETT-NICHOLS – SPECIAL TO THE GLOBE AND MAIL July 23, 2021 – The …
Truth & Reconciliation in Financial Planning
… to be him, or be able to compare his opinions and my own. What …
Engaged Motivated Employees
(From the March 2023 Edition of eFORUM) By Kelly Maxwell Dealing with the …
Ontario ramps up life insurance agent oversight amid advisor-planner title standards uncertainty
… of conduct reviews held last year unear thed 105 illegal actions, the Financial Services …
Member Article: Truth & Reconciliation in Financial Planning
… to be him, or be able to compare his opinions and my own. What …
Returning to the Office: What’s Right for Your Team?
(From the April 2022 Edition of eFORUM) By Kelly Maxwell As the easing …
Tips to serve clients both young and old
… With younger clients facing challenges unique to their generation — including part-time work, greater …
Edition 17 – Jonathan Schjott
Are You Undervaluing the Power of Feedback? Jonathan Schjott, CLU, CFP, CHS, Regional Vice …
Edition 20 – Kim Montgomery
… Sales Director, Life Products at ivari explores the self-sufficient mentality of Gen X, explains …
How Meeting Notes Enhance the Client Experience
(From the January 2022 Edition of eFORUM) By Kelly Maxwell With client-focused reforms …
Edition 23 – Jack Mazakian & Geoff Le Quelenec
… protection practices to provide your business with the best possible security against the threats …
Edition 26 – Chris Ireland & Adrian Altamirano
The Evolution of High-Net-Worth Advice In this edition of Coffee Talks, Chris Ireland, …
Edition 28 – Matt McGuire
The Inherent Vulnerabilities of Investment and Insurance Products to Money Laundering In this …
Edition 30 – Jamie Golombek
… Planning at CIBC provides an overview of the most important changes to personal and …
Edition 32 – Zainab Williams
… Millennials with affordable financial solutions which reflect the challenges they face, providing advisors with …
Attracting Tomorrow’s Client
(From the April 2021 Edition of eFORUM) By Erin Bury It’s no secret that …
3 Steps for Setting Powerful Goals — Even During a Pandemic
(From the January 2021 Edition of eFORUM) By Andy and Mia Torr Goal setting …
Edition 40 – Tony Bosch
… Development at HUB Financial introduces a proven and methodical process which can help advisors …
Making the Most of Virtual Meetings
(From the January 2021 Edition of eFORUM) By Kelly Maxwell When we can gather …
Edition 46 – Susan Kerr
… Operations at Manulife walked Advocis members through the basics of financial underwriting as it …
Nominees Announced for 6th Annual National Magazine Awards: B2B
… 2024 – Advocis’ FORUM Magazine is nominated at the National Magazine Awards: B2B for Best …
When It’s Time for a Professional Coach
(From the July 2022 Edition of eFORUM) By Kelly Maxwell It comes as …
Prince Edward Island
… to your MPP Backgrounder More information on the key messages Letters to Government Congratulatory …
FP Canada™ and Advocis applaud the Saskatchewan Government on the passage of Title Protection Legislation
… 2020 – Today FP Canada and Advocis, the Financial Advisors Association of Canada, welcomed …
5 Spot Checks to Conduct before Buying a Book
By Afsar Shah Due diligence, or the lack thereof, will ultimately determine the success …
Advocis appoints Eric Lidemark as Chair of Board of Directors
July 25, 2023 – Advocis, The Financial Advisors Association of Canada, is pleased to …
Nurturing Collaboration in the Summer: Creating a Thriving Work Environment
(From the July 2023 Edition of eFORUM) By Kelly Maxwell As Charles Bowden …
The Big Q: How Advisors Can Harness Technology to Exceed Customer Expectations
… When advisors require a technology solution for their practices, their inquiries often start in …
Tips for the Advisor’s Summer Vacation
(From the July 2023 Edition of eFORUM) By Robyn K. Thompson You work …
Suddenly Widowed
We all know the old adage about death and taxes. Seems very few clients …
Encourage Clients to Settle Outstanding Tax Bills
(From the July 2023 Edition of eFORUM) By Jamie Golombek and Debbie Pearl-Weinberg …
How to Develop Leads Online
(From the July 2021 Edition of eFORUM) By Kelly Maxwell There have never been …
New PFA credential benefits Canadian financial advisors and their clients
By: Greg Pollock, March 4, 2020 – There’s never been a more important time …
Ho ho no! Why clients are cutting back on Christmas gifts
… impacting festive period December 13, 2022 – At the start of 2022, Canadians were reacting …
Nominees Announced for the 2021 National Magazine Awards: B2B
… September 2020 issue of FORUM Magazine “Breaking the Silence” has been named a finalist …
Show Caution with Insurance Policy Beneficiaries
(From the April 2022 Edition of eFORUM) By Jamie Golombek and Debbie Pearl-Weinberg …
Ontario regulator provides update on title regulation
… regulation is developed and implemented in Ontario. The province’s new financial services regulator wants …
Finalists for the 2021 WP Awards revealed
… is proud to announce our nomination for The WP Readers’ Choice Award for Service …
What’s next for title reform in Ontario
… regulation is developed and implemented in Ontario. The province’s new financial services regulator wants …
Supporting Employees with Young Children
(From the April 2021 Edition of eFORUM) By Kelly Maxwell I consider myself one …
Advocis Invites Advisors, Families and Youth to ‘Get Started’ with Financial Literacy for Financial Literacy Month 2021
October 26, 2021, Toronto – Advocis, The Financial Advisors Association of Canada, has announced …
Estate Planning Considerations after a Marital Breakdown
… life event for some of your clients. The parties not only need to cope …
How a Reluctance to Retire Affects You — and Your Clients
(From the October 2021 Edition of eFORUM) By Christine Timms The ideal retirement …
8 Hacks to Improve Your Response Rate
… emails and phone calls … and o ther people seem to disappear into the …
Greg Pollock on whether succession planning should be regulated
… a provider of transition management platforms for the financial services industry In the past, …
Employee Performance Pointers During a Pandemic
(From the October 2020 Edition of eFORUM) By Donna Starr We have all had …
11 Ways Clients Can Help Your Business
… clients and friends want you to succeed. They may often say, “Just tell me …
Advocis Invites Canadians to Explore the Role of Financial Literacy in Challenging Economic Times for Financial Literacy Month 2022
November 1, 2022, Toronto – Advocis, The Financial Advisors Association of Canada, has announced …
Building Trust with Networking Contacts in the “New Normal”
(From the October 2020 Edition of eFORUM) By Andy and Mia Torr These days, …
How to Improve the Client Fact-finding Process
… Wark Insufficient time is often spent on the process of gathering essential client information. …
The Right Routine for Your Business
(From the October 2022 Edition of eFORUM) By Kelly Maxwell It’s hard to …
Mastering Your Momentum in Spring 2024: What It Means for Financial Advisors
(From the March 2024 Edition of eFORUM) By Kelly Maxwell Spring is a …
Greg Pollock: Opinion Piece about Title Protection
… Greg Pollock A young family turns to their physician, who they know is regulated …
Crypto Foreign Reporting
(From the July 2022 Edition of eFORUM) By Jamie Golombek In the past …
Advocacy Matters. Here’s Why.
Advocis is pleased to report that the province of Saskatchewan’s Bill 203 – The …
Certificate Programs
… that will appeal to the consumer, and compares strategies used for CI to those …
Government Relations
… working with politicians is crucial to improving the competitiveness of financial advisors and ensuring …
About Legal and Regulatory Affairs
The Legal and Regulatory Affairs department (LRA) works on the key issues affecting …
Exclusive Education Opportunities for IG Wealth Managemen
… to offer IG Wealth Management consultants special prices for the following courses: Courses leading to the …
Home
Welcome to Advocis Enhancing the professionalism of financial advisors in the best interests of …
Edition 63 – Strategies That Resonate: The Truth Is In The Numbers
… at Carte Wealth Management Inc. to discuss their vision for the future and their …
Advocis: What are some of the major life changes Canadians are contemplating this fall? Ask their advisors.
… emerge, an atmosphere of increased confidence is faced with the continuing complications of the Delta variant, generating a mix …
6 Questions to Ask before Jumping into New Tech
(From the July 2022 Edition of eFORUM) By Angelina Hung From prospecting to …
RelationSHIFTS – The Human Element & COVID-19
… As we all struggle to navigate through the forest of uncertainty surrounding COVID-19, it …
How advisors are faring more than a year into the pandemic
DEANNE GAGE, SPECIAL TO THE GLOBE AND MAIL July 16, 2021 – The COVID-19 …
Advocis appoints Catherine Wood as Chair of Board of Directors
July 18, 2022 – Advocis, The Financial Advisors Association of Canada, is pleased to …
B.C. Regulator Raises Concerns about Donation of Life Insurance Policies
… is for an individual donor to designate the charity as the beneficiary of a …
Relationship Management
… article by Deanne Gage originally appeared in the Sept. 2013 FORUM. Married folk have …
Advocis launches free online service to connect financial advisors with small business owners in wake of COVID-19
March 30, 2020, Toronto – As the COVID-19 pandemic continues to disrupt the Canadian …
From COVID-19 windfalls to property investment pitfalls?
… in a good position to get on- the-ground insight into what’s in demand among …
When Advisors Are Confined at Home
… Bryce Sanders Many agents work remotely in the sense they are meeting with clients, …
Social Change: Interview with Al Jones
… interview by Deanne Gage originally appeared in the Sept. 2018 FORUM. Social work was …
National Volunteer Week 2022 – A message from Greg Pollock
… April 25, 2022 As we emerge from the pandemic, the value of volunteering has …
Talking Estate Planning During a Pandemic
By Erin Bury The world is full of uncertainty and anxiety right now, with …
Edition 61 – ETFs In Canada – What You Need To Know
… at Carte Wealth Management Inc. to discuss their vision for the future and their …
Two Credentialing Bodies Approved for Financial Planner and Financial Advisor Title Use in Ontario
The Financial Services Regulatory Authority of Ontario (FSRA) New title protection framework will …
Seven Tips for Effective Networking from Home
… so is everyone else you know. On the plus side, videoconferencing allows for a …
Advocis response to COVID-19 developments
As the situation with COVID-19 continues to evolve, and new information becomes available, Advocis …
What the New Title Protection Law Means for You
(From the April 2022 Edition of eFORUM) By Vikram Barhat The long overdue …
Advocis launches new benchmark credential for Canadian financial advisors
Toronto, ON, February 18, 2020 – Advocis, The Financial Advisors Association of Canada, today …
Insurance Business Canada Awards winners: “Without them, we wouldn’t exist”
… Insurance Business Canada December 2, 2022 – The Insurance Business Canada Awards 2022 (IBCA) did not …
Making wise financial decisions when inheriting money
… Financial Planning Report November 25, 2022 – If the estimates prove accurate, thousands of Gen …
Women in Wealth Management award winners revealed
By: James Burton, November 27, 2019 The Canadian wealth management industry celebrated some of …
Advisors observe positive shift in clients’ attitudes toward financial planning
… many Canadians are now meeting up with their financial advisors to plan in advance …
Financial Planner and Financial Advisor title protection moving forward in Ontario, Minister of Finance approves Rule
… ON – March 23, 2022 – Advocis, The Financial Advisors Association of Canada, applauds …
‘It’s an emotional roller coaster out there for clients’
… 2020 was a year like no o ther, marked by seismic changes to society …
A Record-Breaking Insure Your Love Twitter Chat
… with a Twitter chat on February 15! The life insurance industry came together to …
What financial mistakes did Canadians make during the pandemic? Ask their advisors.
… COVID-19 vaccine distribution in full swing across the country, many Canadians are beginning to …
It’s Financial Literacy Month throughout November
… Month, encouraging Canadians to take charge of their finances by making a budget, having …
Advocating for Fair Treatment for Family Businesses
(From the April 2021 Edition of eFORUM) By Guy Legault and Kevin Wark Spirits …
Medavie Blue Cross wins Advocis Award for Life and Health Insurer of the Year at 2021 Insurance Business Awards Canada
… been named Life and Health Insurer of the Year for outstanding client service and …
3 Habits to Improve Your Networking Follow-up
(From the April 2021 Edition of eFORUM) By Mia and Andy Torr If you’ve …
The Benefit of Lifetime Benefit Trusts
(From the April 2021 Edition of eFORUM) By Kevin Wark After a year of …
From Prospects to Clients
… executives you want to meet. You join the right organizations, and it all comes …
Life Interest Trusts and Life Insurance – Potential Double Tax Whammy
(From the October 2021 Edition of eFORUM) By Kevin Wark The Income Tax …
Battling Loss Aversion During the Market’s New Normal
(From the January 2021 Edition of eFORUM) By Paul Orlander 2020 was a period …
How to Enter the Group Market
… If you’re thinking of offering specialized advice, the group market may be for you. …
Advocis meets with provincial governments to protect titles
… of Advocis have been meeting with provincial governments across the country to encourage them to adopt …
Responding to a Changing Environment
(From the October 2020 Edition of eFORUM) By Kelly Maxwell We are seeing extinction …
3 Ways AI Is Transforming Financial Services
… startups, such as Lemonade, Elafris, and o thers are reinventing existing processes to make …
CanadianSME Announces Finalists for the 2023 Small Business Awards
… CanadianSME April 29, 2024 – Excitement is in the air as we share the exciting …
Voice of the Member: Curtis Kimpton says It’s Time for Saskatchewan to, Once Again, Raise the Bar
Consumers deserve to understand the service they’re receiving. When a consumer wishes to purchase …
Using the 3 “P” method to prepare for a media interview
… President, Castlemark Wealth Management Inc. Because of their expertise and experience, licensed financial professionals …
Volunteer Week 2024: Thank You Message from Eric Lidemark
… believe that we are obligated to leave the world a better place than what …
Is It Time to Revisit Prescribed Annuities for Retirees?
(From the October 2022 Edition of eFORUM) By Kevin Wark Until recently, low …
KNOWLEDGE BUREAU AND ADVOCIS PARTNER TO OFFER MFA-P™ DESIGNATION PROGRAM TO MEMBERS
… pre-eminent national financial education institute and Advocis, The Financial Advisors Association of Canada, are …
Is There a Secret Sauce to Growing Your Network?
… and invitations to connect with influencers. What’s the most important thing that changed? We …
The New Anti-Flipping Rule
(From the October 2022 Edition of eFORUM) By Jamie Golombek and Debbie Pearl-Weinberg …
Our New Normal: Returning to Office Procedures
(From the July 2020 Edition of eFORUM) By Kim Poulin To date, self-isolation and …
Attracting & Nurturing Clients in the Digital Age
(From the March 2024 Edition of eFORUM) By Angelina Hung & Zainab Williams …
5 Essential Networkers You Need
… prospects? Done right, networking is one of the fastest paths to getting new clients. …
3 Ways to Grow Your Network in the “New Normal”
(From the July 2020 Edition of eFORUM) By Mia and Andy Torr When local …
As inflationary pressures grow, Canadians increasingly struggle to make monthly mortgage & credit card payments
… Toronto – Canadians of all ages are feeling the pinch of inflation, and according to …
Join the Financial Advisors Index
… asks more than 1,000 members how optimistic their clients are about the economy, what …
3 Web Tools to Boost Work Productivity
… internal marketing, underwriting and sales operations. At the frontline level, a lot can be …
Course Descriptions
… Fundamentals Bundle – 910 Advocis has created the Advocis Financial Planning Fundamentals Program for …
Disability Income Insurance Certificate Program
… the benefit payment under a residual policy, compare different policies, and explain the various …
Group Insurance Certificate Program
… to expand and establish a link to the group insurance business? Are you currently …
Continuing Education – Protection Matters
… is one of your most valuable assets. There’s always the possibility it can be …
Professional Financial Advisor™ Designation Program
The Professional Financial Advisor (PFA) designation was created to meet the everyday demands …
The Professional Financial Advisor™ (PFA) Module Descriptions
… Business Elements In Business Elements, we examine the fundamentals of launching a financial advisory …
Long-Term Care Insurance Certificate Program
With a rapidly aging demographic in Canada, there is an urgent challenge to meet …
Certified Financial Planner (CFP®) Fundamental Individual Descriptions
… Course Bundle) – 910 Advocis has created the Financial Planning Fundamentals Program to provide financial …
Certified Financial Planner (CFP®) Module Descriptions
… Pre-requisite course) – 910 Advocis has created the Financial Planning Fundamentals Program to provide financial …
Getting Established
… connected to an experienced advisor who guides them through the required modules and activities. …
Chartered Life Underwriter (CLU®) Individual Module Descriptions
… Course Bundle) – 910 Advocis has created the Advocis Financial Planning Fundamentals Program to provide …
Financial Planning Fundamentals Individual Courses
… Pre-requisite course) – 910 Advocis has created the Advocis Financial Planning Fundamentals Program to provide …
Chartered Life Underwriter (CLU®) Module Descriptions
… Pre-requisite course) – 910 Advocis has created the Advocis Financial Planning Fundamentals Program to provide …
Qualified Associate Financial Planner (QAFP™) Individual Descriptions
… 910 (QAFP Pre-requisite course) Advocis has created the Advocis Financial Planning Fundamentals Program for …
Continuing Education – Practice Matters
… To help you plant firm roots in the industry, whether you’re just starting out …
Qualified Associate Financial Planner (QAFP™) Module Descriptions
… 910 (QAFP Pre-requisite course) Advocis has created the Advocis Financial Planning Fundamentals Program for …
Certified Health Insurance Specialist (CHS™)Module Descriptions
… for Health Insurance Professionals Program – 505 The Financial Planning Fundamentals for Health Insurance …
Continuing Education – Product Matters
… that will appeal to the consumer, and compares strategies used for CI to those …
Critical Illness Insurance Certificate Program
… that will appeal to the consumer, and compares strategies used for CI to those …
Life License Qualification Program (LLQP)
… Advocis is an approved course provider for the Life License Qualification Program (LLQP). Our …
CAGP Empowering Client Philanthropy Course
Advocis is proud to partner with the Canadian Association of Gift Planners to bring …
Newfoundland and Labrador
… initiatives. To best represent our members and their clients, Advocis deals with politicians proactively, …
New Brunswick
… initiatives. To best represent our members and their clients, Advocis deals with politicians proactively, …
Manitoba
… initiatives. To best represent our members and their clients, Advocis deals with politicians proactively, …
British Columbia
… initiatives. To best represent our members and their clients, Advocis deals with politicians proactively, …
Alberta
… initiatives. To best represent our members and their clients, Advocis deals with politicians proactively, …
The Advocis Podcast
About the Show The Advocis Podcast offers an evolving series of guests and topics …
Advocis Life License Qualification Program – Accident & Sickness (LLQP – A&S)
… Advocis is an approved course provider for the Harmonized Life Licence Qualification Program (HLLQP). …
Saskatchewan
… initiatives. To best represent our members and their clients, Advocis deals with politicians proactively, …
Prince Edward Island
… initiatives. To best represent our members and their clients, Advocis deals with politicians proactively, …
Ontario
… initiatives. To best represent our members and their clients, Advocis deals with politicians proactively, …
Nova Scotia
… initiatives. To best represent our members and their clients, Advocis deals with politicians proactively, …
Advocis Steps to Success Study Program
… today are dually licensed to better serve their clients, typically holding a life insurance …
Accessible Customer Service Policy
Purpose In 2005, the Ontario government passed the Accessibility for Ontarians with Disability Act …
Federal Issues and Resources
Current GRC Members The GRC is a TFAAC committee, comprised of one Chair and …
Advocis Steps to Success Study Program
… (LLQP) registration, you will have access to the Advocis Steps to Success Study Program …
Eventbrite
… posted on Eventbrite will feed directly to the Chapter Event Calendar on the Advocis …
QAFP™ or CFP® Certification – Suggested Study Schedule
… you stay on track to qualify for the November 2020 FP Canada exam or …
LRP – Investment Sub-committee (ISC)
… Meetings Amendment to Terms of Reference Mandate The purpose and operations of the Investment …
2019 Newfoundland and Labrador Legislature Day
… will be holding a Legislature Day at The House of Assembly in St. John’s. …
Legal, Regulatory & Policy Committee – LRP
… Meetings Amendment to Terms of Reference Mandate The purpose and operations of the TFAAC …
Membership Benefits
Advocacy Advocis has been the strongest voice for financial advisors with federal and provincial …
Continuing Education for PFA™ Credential Holders
In order to ensure that the knowledge, ability and practice behaviours necessary for financial professionals …
Annual Report
President & CEO’s Message In 2022, the preparations we had undertaken to emerge from …
Continuing Education for CLU® Credential Holders
In order to ensure that the knowledge, ability and practice behaviours necessary for financial …
Resources
Advocis understands the need for advisors to have advanced knowledge in order to provide …
Advisor Growth Journey
Advocis is partnering with The Legacy Companies, to bring special access to their Advisor …
Legal and Regulatory Affairs
… our support for this proposal and discuss the importance of regulating both titles of …
Legacy Advisor Growth Journey
Begin Your Growth Journey With Legacy Become the financial advisor you want to be. …
2019 Advocis Queen’s Park Day
… November 20, 2019 Advocis will be holding the annual Queen’s Park Day in Toronto. …
Technology and Innovation Committee
… Meetings Amendment to Terms of Reference Mandate The purpose and operations of the Technology …
Corporate Partnerships Program (CORPP)
… to give your organization maximum exposure within the Canadian financial industry. The program can …
Canadian Institute of Certified Executor Advisors (CICEA)
Advocis is proud to partner with the Canadian Institute of Certified Executor Advisors (CICEA) …
STEP Canada
… to partner with STEP Canada to present the STEP Canada Diploma program in Trusts …
MFA-P™ Philanthropy Designation Program
… align with Knowledge Bureau to bring advisors the MFA-P™ Philanthropy Designation Program. This 3-course …
Toronto
Toronto Advocis is the premier association for financial advisors and planners. We provide a …
Partner Programs
… your next step will be? Advocis recognizes the importance of professional development, and believes …
Legal and Regulatory Affairs Submissions
… Proposed Proficiency Model – Approved Person under the Investment Dealer and Partially Consolidated Rules …
10 Do’s & Don’ts for Social Media
… a specific subject or engage potential sponsors. There are many social media platforms, and …
Advisor Growth Journey Study Groups
For Advisors that really want to accelerate their growth, study groups are an important …
Approved Designations
Approved Designations The following is a list of approved designations that Advocis considers suitable …
About Government Relations
As a member-driven organization, the Advocis Government Relations (GR) team works with Provincial Advocacy …
Education Catalogue
… For pricing and registration information, please visit The Power of Professional Development and navigate …
Advocis DIBE Committee – Employee Information
… you want to make.” –Jane Goodall Purpose The goals of the Advocis DIBE Committee …
Century Initiative
The Century Initiative Introduced in 2006, the Century Initiative (CI) program ensures Advocis …
Privacy Policy
SECTION 1 INTRODUCTION The Financial Advisors Association of Canada (TFAAC) operating under the brand …
Advocis Education FAQ
… a course? You can register online using the online enrolment form. Once your registration …
Technology and Innovation Committee
About TIC The TIC is composed of volunteer members of Advocis who are interested …
PFA: Frequently Asked Questions
Q1. THE DEADLINE DESCRIBED IN THE ADVANCED LAUNCH OF THE PFA IS FAST APPROACHING. …
Education
… schedules Content on-demand Practice Exam tools Obtaining the CLU has expanded my practice, enabling …
Timmins and District
… amazing content to our members. This ensures the most up-to-date education and ultimately the …
Greater Niagara
Greater Niagara Advocis is the premier association for financial advisors and planners. We provide …
Vancouver Island
… to bringing a sense of community to the Financial Services industry. We are engaged …
Simcoe-Muskoka
… members are fun, hardworking volunteers that ensure the best quality experience for our chapter …
Calgary
… effectively communicate and update our members on the latest news and opportunities within our …
Partner Programs
The Advisor Growth Journey Become the financial advisor you want to be. Advocis …
Ontarians and the Financial Professionals Title Protection Act
… an online Leger Opinion (LEO) panel with the aim of better understanding their awareness …
Legal and Regulatory Affairs Bulletins (Login Required)
… Rules August 2022 Bulletin: Segregated Funds Under the Microscope May 2022 Bulletin: It’s the …
The Life License Qualification Program (LLQP) Module Descriptions
… for LLQP Accident and Sickness? Click Here The Life License Qualification Program (LLQP) Module …
THIA TRIP Travel Insurance Program
Advocis, The Financial Advisors Association of Canada, is proud to partner with The Travel …
Support
… you are experiencing any technical issues accessing the Advocis Dashboard, the Advocis Learning Environment …
ATTENTION: Special Notice – Insurance Council of Saskatchewan
… you are all in good health amidst the Covid-19 pandemic. We would like to …
ATTENTION: CISRO Update – Access to Online LLQP Exams
… you are all in good health amidst the Covid-19 pandemic. We would like to …