Advocis Approved PD Programs
The Financial Advisors Association of Canada

TITLE OF EVENT
Advocis Programs Delivered by Chapters (see Chapter Event Calendar)

UPDATE 2011 (link to Update 2011)

 # of CE Credits
  • Seminar
6
  • Self-study
6

BEST PRACTICES
  • Best Practices Session #1 Engagement Process - Assessment & Evaluation

0.5
  • Best Practices Session #2  Engagement Process - The Engagement Letter

0.5
  • Best Practices Session #3 Engagement Process - Managing Expectations

0.5
  • Best Practices Session #7   Client Data & Clarifying Current Position

0.5
  • Best Practices Session #8 Recommendations, Implementation & Plan Review

0.5
  • Best Practices Session #10  Uses of Technology

0.5
PROTECT YOUR PRACTICE (link to Protect Your Practice)

3
UNCOMPLICATING COMPLIANCE
  • Part I - Seminar
1.5
  • Part II - Self-Study
1
DO NOT CALL LIST: What You Need to Know 1

Designation courses

 Study hours

CFP - (link to CFP Program)
  • CFP 231 - Financial Planning Fundamentals

38
  • CFP 232 - Contemporary Practices in Financial Planning

47
  • CFP 233 - Comprehensive Practices in Risk & Retirement Planning

56
  • CFP 234 - Wealth Management and Estate Planning

55

CLU - (link to CLU Program
  • CLU 235 - Advanced Taxation

137
  • CLU 236 - Law

45
  • CLU 237 - Applied Estate Planning

77

RHU (RHU Living Benefits website)
  • RHU I - 303

76
  • RHU II - 504

89

Online Learning

 CE Credits

Advocis Ethics Online Course

1
Anti-Money Laundering and Anti-Terrorist Financing 1
Best Practices CE Session: The National Do Not Call List 1

Licencing Prep Courses

LLQP (link to LLQP Program)

 Study hours
  • LLQP Full

115

Other Advocis Courses
GROUP BENEFITS PROGRAM (link to Group Benefits Program) CE Credits
  • Group Benefits Module One

10
  • Group Benefits Module Two

10
  • Group Benefits Module Three

10
Introduction to Segregated Funds 10
Understanding Critical Illness 5
Understanding Long Term Care 10

Advocis Developed programs

ADVOCIS PROGRAMS – COURSES

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