Partner Programs

The Canadian Securities Institute

The Canadian Securities Institute to offer continuing education and custom training for financial services to its members at a discounted rate (10%). A complete list of CSI courses is available here.

The Canadian Securities Institute (CSI) is Canada’s leading provider of financial services education and credentials. CSI has been Canada’s premier provider of professional qualifications and compliance solutions for almost 50 years, helping more than 700,000 financial professionals reach their career goals. CSI offers a comprehensive suite of over 170 courses and credentials ranging from the well-known Canadian Securities Course (CSC®) to the Personal Financial Planner (PFP)® and Chartered Strategic Wealth Professional (CSWP)™ designations. Valued for its expertise in Canada, CSI also partners with organizations worldwide to provide financial services consulting and training. For more information, please visit

Certified Executor Advisor (CEA®) Designation

Advocis is proud to partner with the Canadian Institute of Certified Executor Advisors (CICEA) to bring advisors the CEA® designation program, the first and only executor-facing designation in Canada. The CEA program trains advisors to engage with executors to ensure effective estate settlements.

For more information about the CEA, please visit 

STEP Canada

Advocis is excited to partner with STEP Canada to present the first course of the CETA program, CETA1: Foundations of Estate and Trust Administration, to its members.

The Society of Trust and Estate Practitioners (STEP) is the leading international organization for trust and estates professionals, and a preeminent provider of trust and estate education and professional development. The organization is the primary educator of Canadian trust and estate professionals.

The CETA1 course is designed as an introduction to the legal systems that govern trust and estate. It offers an overview of the roles and responsibilities held by trustees, personal representatives, and substitute decision makers.

The course gives students a detailed review of the law of wills and the steps necessary for administering an estate, as well as an introduction to the Canadian tax rules that apply on death and the taxation of trusts.

Register a STEP account here to enroll.

Please contact should you have questions regarding CETA1 and the registration process.

GAMA International Canada

GAMA International Canada is a not-for-profit professional association that exists exclusively for leaders in the distribution of financial services. By providing members with vital professional development resources for building the distribution of financial products and services, as well as valuable networking opportunities, membership in GAMA International Canada will help to ensure your continued success.

Join Advocis