COVID-19 Member Resource Centre

About the COVID-19 Member Resource Centre

To serve our members and the public interest, Advocis will be continuously updating this Member Resource Centre with the latest resources and developments on COVID-19 from a range of credible sources that may be of value to your practice and clients. Please note that all information should be verified with primary regulatory sources where applicable.

We also encourage all members to follow us on Facebook, Twitter and LinkedIn.

Advocis Updates

Regulatory Affairs & Government Relations

Education Programs

Complimentary timeline extensions are being offered on a one-time basis to candidates working on the following courses and designations:

  • CLU® 255 & 256: 120-day extension
  • ​CHS Financial Planning Foundations for Health Insurance (Full Program): 6-month extension
  • CFP® Advocis Core Curriculum Program (Full Program): 6-month extension
  • CFP® Advocis Core Curriculum Program (Individual Modules): 120-day extension
  • LLQP: 6-month extension (Life and A&S)

Advocis Programs & Resources

Advocis Coffee Talks

Advocis Coffee Talks are espresso-sized webinars for financial advisors, accredited by The Institute for CE credits and available exclusively to Advocis members.

Advocis Connect

Members in good standing who wish to offer their services as part of the Advocis Connect program are asked to please follow the above link to submit their information. Please note that membership will be validated before you are matched with a small business owner.

A helpful checklist for advisors participating in Advocis Connect or similar assistance programs.

Continuing Education Modules

New & Notable

  • Working with Senior Clients - INCLUDES 2 CE (1 ETHICS)
  • Given the demographic shift that is taking place, most advisors have clients that are in their senior years. Advisors who learn more about working effectively with senior clients will have the opportunity to differentiate themselves as the go-to advisor with their own clients as well as with their clients’ families, friends and in their community. This course with help advisors develop their practices and processes that will protect and empower their clients and protect their practice.

  • Market Uncertainty and Client Behaviour: An Update 2020 Follow up Video with Steven Shepherd, Portfolio Manager with the BMO Multi-Asset Team (Login Required) - INCLUDES .5 CE
  • Steven Shepherd shares his thoughts on the impact of COVID-19 on the Economy, Policy, Valuation and Behavioural buckets that he introduced in the Update 2020 program to help advisors develop their own dashboard. This course is available for FREE to all members and is $25 for non-members.

    Please note: This webinar is available as a recording. To access, click on the link above. You will be required to log in and register. Please allow approximately 24 hours for the recording to appear on your dashboard.

Free

  • Advocis Tech Task Force Podcast (Members Only - Login Required)
  • The Advocis Technology Taskforce Data Security Report was produced in December 2019 as a way to help advisors keep data secure. In early 2020, two members of the Taskforce, Kelly Gustafson, CFP and Brandon Chapman, CFP, CLU, met with former TFAAC Chair, Al Jones, CFP, CLU, ICD.D, on the Advocis podcast to discuss the findings of the report.

    Please note: To access, click on the link above. You will be required to log in and register. Please allow approximately 24 hours for the recording to appear on your dashboard.

  • A Conversation with Jane Blaufus and Al Jones (Members Only - Login Required) - INCLUDES 1 CE, .75 ETHICS
  • In April 2020 Advocis recorded a webinar with Jane Blaufus (CLU) and Al Jones (CFP, CLU, ICD.D), former TFAAC Chair, to discuss how advisors can step in, step up and support clients in these challenging times. Both speakers provided insight on how to run professional and compliant virtual meetings, gave suggestions for virtual seminars and shared tips for finding new clients in a respectful way.

    Please note: This webinar is available as a recording. To access, click on the link above. You will be required to log in and register. Please allow approximately 24 hours for the recording to appear on your dashboard.

  • Advisor at Risk: A Podcast with Ellen Bessner (Members Only - Login Required) - INCLUDES 1 ETHICS CE
  • Wondering how you can protect yourself and your business from litigation and reputation risk? In this program, Ellen Bessner, a leading expert on the topic of the risks facing advisors, provides a wealth of practical suggestions for how you can do just that.

  • Making Choices I (Members Only - Login Required)
  • The first module in our Making Choices series, which focuses on ethics and professional standards in practice through case scenarios.

  • Knowing the Code of Professional Conduct (Members Only - Login Required)
  • Explore the Advocis Code of Professional Conduct by applying it in real-life client situations and understand industry best practices.

    Please note: To access, click on the link above. You will be required to log in and register. Please allow approximately 24 hours for the recording to appear on your dashboard.

  • The Value of Errors and Omissions Insurance (Members Only - Login Required)
  • A general introduction to the various issues relating to E&O insurance, including when insurance is needed, what protection services are available under an E&O policy, potential sources of claims, how to protect yourself in daily practice, and more.

    Please note: To access, click on the link above. You will be required to log in and register. Please allow approximately 24 hours for the recording to appear on your dashboard.

Also Available

  • Strategic Selling with Social Media (Login Required)

    Social media and digital technologies enable professionals to find new customers and motivate them to take action in more efficient and strategic ways. This course leverages powerful social media solutions designed to help you save time, save money and make money throughout prospecting to referrals to closing.

  • From Bad to Worse: Advisor Mistakes in the Claims Process (Login Required)
  • A basic review of the claims management process, with a focus on mistakes that can be avoided by an advisor in the process.

  • Cyber & Privacy Liability (Login Required)
  • Learn about key regulatory and legislative requirements relating to the collection and storage of personal information, what the rules and laws are regarding how you communicate with the public, the penalties and impact on a business when these rules are breached, and what advisors can do to protect themselves and their client information.

Advocis Member Articles

Podcast and Video Resources

Key Information for Clients

Media Resources & Articles of Interest

COVID-19 News Resources

October 2020

September 2020

August 2020

July 2020

June 2020

May 2020

Recovery Planning - By Province

Public Health Updates - National

Regulatory Updates - National

Contact Us

During this challenging period, Advocis is proud to support our members as they work to support their clients. To contact Member Services, please email info@advocis.ca.

To provide feedback or suggestions on our Member Resource Centre, please email communications@advocis.ca.

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