Continuing Education – Practice Matters

At Advocis, we recognize that developing a reputable practice and creating sustainable strategies for growth is no easy task. To help you plant firm roots in the industry, whether you're just starting out or you want to expand or reframe your practice, Advocis has modules that go beyond traditional learning to help you bridge foundational learning with practical skills to set the stage for long-term success.

Programs

Getting Established - Advisors (30 CE)

Getting Established is a mentorship-based program where students are connected to an experienced advisor who guides them through the required modules and activities. The program allows advisors to focus on practice development through a hands-on learning approach. Advisors learn how to build a sustainable practice through methods such as strategic planning, marketing, and client service.

By pairing you with an experienced mentor, you'll get the guidance you need to complete the required in-field program assignments. This type of coaching allows you to drive the learning while at the same time gain valuable insights and know-how from your mentor.

Advisors will receive a Getting Established certificate on successful completion of the program.

1Learning Objectives
  • To successfully market your practice and find the right clients
  • To have an effective client meeting
2Overview

Format: Self-study: Online learning & activities

Pre-requisites: None

CE Credits: 30 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material: None

Completion Requirements:

  • Completion of 50 activities using Dropbox (Pass or Fail mark)
3Features
  • 24/7 access to the Advocis Learning Centre
  • One-on-one guidance from a mentor
  • 50 practical activities
  • Flexible schedule for just in time learning
  • Dropbox – an online tool to easily submit your work
  • Optional ePortfolio presentation
  • Access to the Binder tool
  • Download content
  • One-year window for completion
  • Access to help for program-related questions
  • ReadSpeaker text-to-speech
4Delivery
  • Self-study: Designed as a self-study program, with success highly dependent on the student's personal discipline. Students will be assessed on a number of activities which will be based the learning modules presented online.
5Price

Members: $250.00 plus shipping & taxes

Non-members: $395.00 plus taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Allow for 1-2 business days to access the program following the registration and payment process

Getting Established - Mentors (10 CE)

Getting Established is a mentorship-based program where advisors are connected to a mentor, allowing them to focus on practice development using a hands-on learning approach. Through this program, advisors learn how to build a sustainable practice with methods such as strategic planning, marketing, and client service.

Advisors should not be alone on this journey. Getting Established partners advisors with experienced mentors. As a mentor, your role is to guide them by offering valuable personal insight, best practices, and feedback while monitoring their progress and encouraging them every step of the way.

1Learning Objectives
  • Must be an Advocis member in good standing
  • Minimum 10 years of experience
  • Must hold at least one of the following designations: CFP, CLU, CHS, CH.F.C. (or similar)
2Overview

Format: Self-study: Online review of advisor content and activities & regular review meetings

Training: Orientation training provided

CE Credits: 10 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material: Online mentor guide provided

3Responsibilities
  • Commitment to advisors learning path
  • Dedicate minimum of 90 minutes/month
  • Review content
  • Conduct review meetings
  • Evaluate advisor activities
  • Access to help for program-related questions
  • ReadSpeaker text-to-speech
4Price

Members: None

Non-members: Not available

Strategic Selling with Social Media (5 CE)

Social media and digital technologies enable sales professionals to find new customers and motivate these customers to take action in more efficient and strategic ways.

This course enables both successful sales people and those new to the sales profession, to leverage powerful social media sales solutions designed to help you save time, save money and make money throughout the sales cycle from prospecting to referrals to closing sales.

1Learning Objectives
  • Provide an understanding of how to leverage social media beyond marketing.
  • Explore the powerful intelligence gathering opportunities of social networking.
  • Introduce hidden features of social media tools that make sales success easier.
  • Explain simple systems to attract new customers to your business. Demystify technology tools to increase your comfort and confidence.
2Overview

Format: Self-study: Online learning & activities

Pre-requisites: None

CE Credits: 5 CE

Additional Material: None

Completion Requirements:

  • Online Quizzes requiring 60% on each to pass. Candidates are allowed unlimited attempts for each quiz
3Features
  • 24/7 access to the Advocis Learning Centre
  • One-year window for completion
  • Online Discussion Board
4Delivery
  • Online Self-Study: There are four modules which each have a video, readings and a final quiz
5Price

Members: $250.00 plus shipping & taxes

Non-members: $400.00 plus taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Allow for 1-2 business days to access the program following the registration and payment process

NEW! Working with Senior Clients (2 CE - 1 ETHICS)

Given the demographic shift that is taking place, most financial advisors and planners have clients that are in their senior years. Financial advisors and planners who learn more about working effectively with senior clients will have the opportunity to differentiate themselves as the go-to professional with their own clients as well as with their clients’ families, friends and in their community.

This course will help financial advisors and planners develop the practices and processes that will protect and empower their clients and protect their practice. They will learn about their responsibilities and how to recognize issues such as elder abuse and cognitive impairment. The course also includes access to many resources that financial advisors and planners can use in their practice.

1Learning Objectives
  • Communicate better with your senior clients and assist them with their aging well strategies
  • Learn about the aging process, normal aging and it’s impact on the advisor and client relationship, as well as how to recognize the signs of cognitive impairment, dementia and capacity issues
  • Better understand how to have effective meetings with senior clients and understand your responsibilities as an advisor
  • Learn how to recognize the signs of elder abuse and what to do when you suspect elder abuse
  • Learn about the Power of Attorney and Trusted Contact Person
2Overview

Format: Self-study: Online learning & quiz

Pre-requisites: None

CE Credits: 2 CE (including 1 ethics)

Additional Material: Resource Section

Completion Requirements:

  • Passing mark is 60% overall
  • Completion of quiz (100% of overall mark)
3Features
  • Unlimited quiz attempts
  • One-year window for completion
4Delivery
  • Self-Study: The Advocis online modules are designed as self-study, with success highly dependent on the student’s personal discipline. Students are presented with learning content and quizzes to assess their overall understanding.
5Price

Members: $30.00 plus taxes

Non-members: $45.00 plus taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Allow for 1-2 business days to access the program following the registration and payment process
Join Advocis