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Advocis is proud to partner with The Travel Health Insurance Association of Canada (THIA) to bring Advocis Members discounted access to TRIP – THIA’s Travel Insurance Program. More…
Advocis is proud to partner with the Canadian Association of Gift Planners to bring advisors discounted access to the highly engaging Gift Planning Fundamentals for Professional Advisors: Empowering Client Philanthropy course, currently delivered online over two days. More…
Founded by award-winning financial educator and best-selling tax author Evelyn Jacks in 2003, Knowledge Bureau™ is a widely respected financial education institute and publisher, which provides world-class continuing professional development to advisors in the tax, bookkeeping and financial services. More…
GAMA International Canada is a not-for-profit professional association that exists exclusively for leaders in the distribution of financial services. More…
Advocis is excited to partner with STEP Canada to present the STEP Canada Diploma program in Trusts & Estates. This program is available exclusively to Advocis members. More…
Advocis is proud to partner with the Canadian Institute of Certified Executor Advisors (CICEA) to bring advisors the CEA® designation program, the first and only executor-facing designation in Canada. The CEA program trains advisors to engage with executors to ensure effective estate settlements. More…
Critical Illness Insurance Certificate Program
This certificate program introduces financial advisors to the valuable role critical illness insurance can play in a client’s financial plan. More…
Disability Income Insurance Certificate Program
When the risk of income loss due to illness or injury isn’t considered, even the best financial planning can quickly unravel. More…
Long-Term Care Insurance Certificate Program
With a rapidly ageing demographic in Canada, there is an urgent challenge to meet the health and personal-care needs of this growing segment of our population. More…
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