Annual Report

President & CEO’s Message


2017 was another active year at Advocis. We adjusted prices in some of our course offerings, increasing sales dramatically for the entry course into our designation pathway. This will have several long term benefits, including a new pool of candidates for both membership and growing the overall number of designation holders in the Institute.

We launched a new partnership program with the Insurance Council of British Columbia in 2016, acting as the sole distributor for all new life and health insurance agents of a post-licensing course in that province. 2017 saw our first stream of new licensees though the course with over 1500 sales.

We were also busy on several other fronts, including further integration of our core programs onto the e-learning platform as well as expansion of many test items for students, increasing their success in both the LLQP and CFP programs. These programs are an important element in building and maintaining the Advocis brand within the industry.

Greg Pollock, CFP, M.Ed., L.L.M., C.Dir.
President and CEO, Advocis, The Financial Advisors Association of Canada

Previous Reports

2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
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Annual Report

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