It is our pleasure to introduce you to the third edition of the most comprehensive and practical Best Practices Manual available to the Canadian financial services industry.

Built on a solid foundation of codes of conduct and ethics, the Advocis Best Practices Manual is designed to be a continuously evolving tool for all financial advisors regardless of practice discipline. This edition provides greater focus on the impact of regulation to the financial advisors' practice. There's enhanced information on the planning processes and additional tools to keep advisors on the leading edge of compliant practices.

Included with your Advocis membership ...
Unlimited 24/7 access to:

• profitable solutions
• compliant processes
• downloadable forms & templates