Our Members
About Us
Whether you are just starting your licence training, working on a designation,building your business, or looking for someone to take it over, Advocis has the professional development programming you need to be a success.
We offer:
- programming to earn the CFP and CLU designations
- life insurance licence qualification programming (known as the LLQP)
- national and regional conferences
- new agent training
- compliance seminars
- life insurance education schools
- advanced financial planning programming
- topical mini-courses that you can complete from home or work
- and much, much more.
To learn more about professional development at Advocis, download our course calendar.
Our Members
Membership in Advocis is voluntary. Professional advisors who choose to be members of Advocis must:
- adhere to the Association's Code of Professional Conduct
- either hold, or be working towards, a recognized designation, and
- must maintain their knowledge through mandatory continuing education.
Advocis members advise their clients on the short- and long-term financial needs of individuals, families, and owners of small and medium-sized businesses. Our members provide financial services that are limited only by the needs of their clients. Those services include financial planning, estate planning, tax preparation, tax planning, and consultation on employee group benefits, pensions and retirement plans.
What unites our members is the common activity of helping Canadians to realize their financial goals and protect what is at stake - the savings of Canadians and the financial security of their families and themselves.
