At Advocis, we don’t just advocate on behalf of the profession - we go the distance to equip financial advisors with the skills and tools they need to succeed. With over 100 years of experience as the trusted voice of Canada’s financial advisors, we have built an enduring reputation within the industry for offering educational programs to meet your needs as an advisor and to grow your practice.
Advocis is a one-stop shop offering a wide range of educational opportunities designed to align with financial advisor competencies and practice behaviours. Please see the listings below for our comprehensive selection of licensing, certificate, designation and CE programs.
For answers to common questions about Advocis education, please view our administrative Frequently Asked Questions.
For education resources, please click here.
CE Modules - Protection Matters
Making Choices II
Making Choices III
Compliance Toolkit: Marketing and Communications
Compliance Toolkit: Know Your Client and Fact-Finding
Compliance Toolkit: Know Your Product and Suitability
Knowing the Code of Professional Conduct
The Value of Errors and Omissions Insurance
From Bad to Worse: Advisor Mistakes in the Claims Process
Cyber & Privacy Liability
NEW! Building a Protected Practice
NEW! Selecting the Right E&O Insurance
NEW! The Challenge of Documenting Nothing