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

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.

Regulatory Affairs & Government Relations

Education Programs

Complimentary timeline extensions are being offered 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)

Member Communications

Advocis Resources

Professional Development

Designation Programs

Continuing Education Modules

Free

Also Available

  • 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

Articles of Interest

Public Health Updates - National

Regulatory Updates - National

Regulatory Updates - By Province

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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