Enhancing the professionalism of financial advisors in the best interests of the consumer

Update 2012 Overview

Financial Advisors and Planners Professional Practice Review

What is Update 2012?
Each year, Advocis develops a leading-edge learning program for financial advisors and planners working in complex markets. The 2011 edition of Update attracted more than 1,900 to the seminars held across the country (click here for testimonials).

For 2012, Advocis has invited four experts in key learning areas who will show you how to protect your practice, serve your clients and grow your business in a volatile economy.

Your host for the Update 2012 video interviews is Diane McCurdy. She will be sitting down with each of our specialists and discussing four topics of critical importance to practicing financial advisors and planners.

Who should participate?
Advocis chapters across Canada are offering the seminar portion of Update 2012 to members and non-members alike.

Listen to our experts’ advice on how to deal with the volatile economy. Connect with your fellow practitioners in group discussions organized around a practical case study that will help you put solid recommendations to immediate use in your practice.

You will receive 6 CE credits for attending the seminar.

highlights from interviews with Update 2012's experts

What is the self-study segment?
In addition to a full day of continuing education and professional networking, you also have access to the Update 2012 self-study segment. These online readings further explore the topics presented in the seminar segment.

You will receive 6 CE credits following completion of the reading and successful completion of a 30-question quiz.