Advocacy
Advocis has been the strongest voice for financial advisors with federal and provincial governments on public policy and regulatory issues for over 100 years. Through the work of chapter volunteers, committees, and Advocis staff, we represent the interests of financial advisors, while maintaining the utmost concern for the public interest.
Advocis Schools
For over 50 years, Advocis Schools have provided financial services professionals with premier learning and networking opportunities in some of the most beautiful locations in Canada. Each Advocis School is unique — from the line up of outstanding industry-leading guest speakers to the exciting evening social events.
Best Practices
The Advocis Best Practices Manual, available through our “Best Practices Portal,” is a comprehensive resource that includes guidelines for successfully working as a financial advisor. Members have access to templates, form letters, and online tools to help them achieve professional success.
Continuing Education (CE)
Lifelong learning is an integral part of the financial services profession in Canada. Advocis members have access to Institute-accredited education programs delivered through our 40 chapters - programs recognized by regulators as meeting and exceeding the needs of today's financial advisors and planners. Advocis also offers continuing education opportunities through the Advocis Schools and annual Update seminars.
Client-Facing Marketing
Looking for ways to connect with existing and potential clients? If you're not using video marketing, you are missing an opportunity to make an impact. Research shows that when videos are included in an email, the click-through rate is increased by up to 300%! As an Advocis member you have access to a client-facing explainer videos as part of your membership.
Corporate Sponsorship
Individuals who are affiliated with an Advocis Corporate Sponsor and join Advocis as a new member are entitled to discounts on products and services provided by Advocis. In addition, individuals associated with a Corporate Sponsor receive discounts and/or rebates on programs leading towards the LLQP or receiving designations such as the CLU®, CFP® and CHS.
Designations
Advocis promotes the value of our designations and financial advisors’ professionalism to stakeholders, regulators, elected officials and the public at large.
Advocis offers challenging programs that lead towards the following accreditations:
- Chartered Life Underwriter (CLU®)
- Certified Financial Planner (CFP®)
- Certified Health Insurance Specialist (CHS)
MemberPerks®
Members of Advocis have access to a member savings program called MemberPerks® by Venngo. The program provides instant access to over 1,200 discounts for brand name stores, local shops, attractions, events, and travel. Whether out with a client for lunch, travelling to a conference, or purchasing everyday office supplies, members can use of their perks anytime, anywhere.
Member Offer
Save more with TD Insurance
As a member of Advocis, your benefits include access to the TD Insurance Meloche Monnex program, which provides savings through lower preferred insurance rates. Take full advantage of the chance to save, and you’ll also enjoy the outstanding customer service you deserve, with knowledgeable advisors who are always ready to help! We would be pleased to count you among our many satisfied customers. Call Toll Free 1-866-745-2045
Networking Through Our Chapters
Find opportunities to expand your community profile by working with Advocis members and other professionals across our forty chapters.
Chapter membership is included in your Advocis membership. Among the benefits of belonging to a chapter are networking opportunities and events that involve some of the best financial advisors in Canada. A chance to serve your profession: There are many leadership opportunities for Advocis members in their chapter and nationally through local executives and the Board of Directors.
Publications
Staying aware of developments in the financial services industry is essential for your success. Our publications for members include:
- FORUM magazine: The official publication of Advocis, published quarterly. Industry experts, financial journalists, and Advocis staff provide an in-depth understanding of the financial services industry.
- eFORUM newsletter: A quarterly newsletter designed to inform and help advisors, eFORUM features practice management, insurance, tax, and estate planning strategies.
Professional Standards
Code of Professional Conduct (CPC): Your clients expect to be able to trust you. Your adherence to the CPC demonstrates your commitment to the highest standards in providing financial advice
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Errors & Omissions Insurance
Advocis Protective Association (APA)
The goal of the Advocis Protective Association (APA) is to facilitate the provision of superior coverage to financial advisors and planners through our insuring partners that is comprehensive, sustainable and stable in pricing.
The APA program is one of the largest E&O insurance programs available to financial advisors. The APA manages partner relationships between brokers, underwriters and claims managers, to ensure the best possible conditions.
The APA E&O program offers sustainable insurance, even as insurers withdraw from the E&O market amid economic uncertainty. The program is managed by Willis Canada Inc., one of the world's largest global insurance and risk management consulting firms. Their dedicated staff provides superior service and professional advice to program member participants.