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

Speak up – Advocis is your voice with regulators and policy-makers and our network of volunteers and staff work on behalf of you and your clients, actively promoting your knowledge, skills and professional standards to regulators across Canada. We do this to reduce compliance costs, promote professional accreditation and harmonize regulations across disciplines and across provinces. But without the support of our members we cannot make this happen – we need you and you need us.

Other benefits of membership include:

  • discounted rates on education programs leading toward a professional designation (CFP® certification, CLU®  and CHS™) to help you set yourself apart in the marketplace. 
  • A wide variety of Institute-accredited CE programs to help you meet all your professional development requirements for licensing and designations
  • Access to the Advocis online Best Practices Manual – a 24/7 resource with guidance and templates to help you build a profitable and compliant practice

Becoming a member
Advocis membership is not just for financial advisors and planners – it’s for anyone who regularly interfaces with professional financial advisors in Canada. We have a number of different membership categories to reflect this, each based on ones role in the financial services industry. Follow the link below to learn about the various membership categories available to you, and once you have identified the membership category that best reflects your role, you can choose to either print an application or to fill one out online.

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