CAILBA

Advocis® (The Financial Advisors Association of Canada) [More]

Advocis is the largest professional membership association of financial advisors in Canada. Membership gives you access to a variety of tools and resources and opens up new avenues of networking opportunities.

Advocis members embrace a principles-based practice by following the Advocis Code of Professional Conduct
Advocis is committed to educating advisors with technical and practical knowledge of a professional calibre
Advocis members form a country-wide community that’s committed to being informed, influencing legislation and interacting with other professionals

Licensing & Designation Programs [More]

Advisors new to the industry should consider registering in Advocis’ LLQP program, which is recognized by many to be the industry leader. And we encourage advisors to consider Advocis’ designation programs, which are current, practical and relevant:

Life Licensing and the Life License Qualification (LLQP) program [More]
The LLQP is an entry-level proficiency standard for new life advisors and a one-step system of licensing. The program is designed to raise the educational standards and skill level for advisors entering the profession.
Registered Health Underwriter (RHU) program [More]
The RHU is the only designation in Canada denoting specialized knowledge in all areas of living benefits and is the premier credential in the health insurance industry. Only available from Advocis, it is open to both Advocis members and non-members.
Chartered Life Underwriter™ (CLU) program [More]
The CLU is Canada’s premier wealth transfer and estate planning designation, and is internationally recognized in the financial services industry and respected by clients and their advisors.

Best Practices Manual [More]

The Best Practices Manual is necessary for any financial advisor, regardless of practice area. With tools and commentary to keep you up to date on compliant practices, plus downloadable forms and templates, and material on due diligence, marketing, technology and succession planning, it is a comprehensive, current and practical guide to what you need to know for profitable and compliant practice

Continuing Education [More]

Professional Development (CE) is integral to Advocis’ commitment to professional excellence. It is mandatory for all Advocis members to continually update their skills and knowledge through Advocis-recognized Professional Development learning.

Advocis Schools [More]

For over 50 years, Advocis schools have provided advisor education that’s current, relevant and practical. Located in resort-style settings, each is a school run by advisors for advisors.

Advocis Regulatory Affairs [More]

Regulations directly impact the business practices of today’s financial advisors. Our job is to eliminate unnecessary red tape and reduce compliance costs while protecting the livelihood and interests of professional advisors. Our goal is to promote a sound regulatory system that allows advisors to fully meet the needs of consumers in a competitive marketplace.

Advocis Protective Association [More]

The APA offers comprehensive, cost-competitive errors and omissions professional liability insurance coverage to both Advocis members and non-members.

Advocis Chapters [More]

Advocis is an association of members for members and represents thousands of professional advisors in 43 chapters from coast to coast. Our Events Calendar lists both chapter and national events for the year.

GAMA International Canada is a not-for-profit professional association committed to leadership training in the distribution of financial products and services. [More]