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Manage Your Practice

At Advocis, we recognize that developing a reputable practice and creating sustainable strategies for growth is no easy task. To help you plant firm roots in the industry, whether you're just starting out or you want to expand or reframe your practice, Advocis has modules that go beyond traditional learning to help you bridge foundational learning with practical skills to set the stage for long-term success.


Program

Getting Established – Advisors30 CE

Getting Established is a mentorship-based program where students are connected to an experienced advisor who guides them through the required modules and activities. The program allows advisors to focus on practice development through a hands-on learning approach. Advisors learn how to build a sustainable practice through methods such as strategic planning, marketing, and client service.

By pairing you with an experienced mentor, you'll get the guidance you need to complete the required in-field program assignments. This type of coaching allows you to drive the learning while at the same time gain valuable insights and know-how from your mentor.

Advisors will receive a Getting Established certificate on successful completion of the program.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price

  • To successfully market your practice and find the right clients
  • To have an effective client meeting
  • This program is opened to Advocis member only


Format: Self-study: Online learning & activities

Pre-requisites: None

CE Credits: 30 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material: None

Completion Requirements:

  • Completion of 50 activities using Dropbox (Pass of Fail mark)


  • 24/7 access to the Advocis Learning Centre
  • One-on-one guidance from a mentor
  • 50 practical activities
  • Flexible schedule for just in time learning
  • Dropbox – an online tool to easily submit your work
  • Optional ePortfolio presentation
  • Access to the Binder tool
  • Download content
  • One-year window for completion
  • Access to help for program-related questions
  • New audio tool available!

    Whether you're an auditory learner or you prefer to listen to your study material while driving or going for a walk, ReadSpeaker brings a text-to-speech functionality to the learning environment. You'll find the ReadSpeaker button at the top left corner of every course content page. Simply click the button and ReadSpeaker will read the content to you, including the option to highlight the text as it's being read, or if you prefer to listen to that page later you can download the page as an MP3.


  • Self-study: Getting Established is designed as a self-study program, with success highly dependent on the student's personal discipline. Students will be assessed on a number of activities which will be based the learning modules presented online.


Members: $495.00 plus shipping & taxes

Non-members: Not available

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Allow for 1-2 business days to access the program following the registration and payment process

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Getting Established – Mentors10 CE

Getting Established is a mentorship-based program where advisors are connected to a mentor, allowing them to focus on practice development using a hands-on learning approach. Through this program, advisors learn how to build a sustainable practice with methods such as strategic planning, marketing, and client service.

Advisors should not be alone on this journey. Getting Established partners advisors with experienced mentors. As a mentor, your role is to guide them by offering valuable personal insight, best practices, and feedback while monitoring their progress and encouraging them every step of the way.

  • Requirements
  • Role
  • Responsibilities
  • Price

  • Must be an Advocis member in good standing
  • Minimum 10 years of experience
  • Must hold at least one of the following designations: CFP, CLU, CHS, CH.F.C. (or similar)


Format: Online review of advisor content and activities & regular review meetings

Training: Orientation training provided

CE Credits: 10 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material: Online mentor guide provided


  • Commitment to advisors learning path
  • Dedicate minimum of 90 minutes/month
  • Review content
  • Conduct review meetings
  • Evaluate advisor activities
  • Access to help for program-related questions
  • New audio tool available!

    Whether you're an auditory learner or you prefer to listen to your study material while driving or going for a walk, ReadSpeaker brings a text-to-speech functionality to the learning environment. You'll find the ReadSpeaker button at the top left corner of every course content page. Simply click the button and ReadSpeaker will read the content to you, including the option to highlight the text as it's being read, or if you prefer to listen to that page later you can download the page as an MP3.

    This tool is also available in French for the LLQP program.


Members: None

Non-members: Not available

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