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

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Advocis Renewal Deadline: December 31, 2017
Institute Designation Deadline: December 31, 2017


Benefits of membership

Advocis members enjoy a range of benefits:

  • Industry-exclusive integrated designation pathway to professionalism
  • Support through Advocis’ Thrive in Five program — helps you grow your practice and build your credibility in the early years
  • Ability to promote/market yourself as a member of a recognized national professional association
  • High quality and up-to-date business, regulatory, and market research insight
  • Effective government relations, regulatory affairs, and government advocacy at all levels
  • A dynamic 40 chapter community network that provides networking opportunities and unique access to like-minded professionals
  • Preferred industry rates on events, continuing education, and designation programs
  • Access to Advocis’ Online Best Practices Manual
  • Exclusive access to MemberPerks®, a free member benefit that allows you to save on both your business and personal purchases with over 1,200 discounts for brand name stores, local shops, attractions, travel, and more.
  • Access to cost-effective, comprehensive E & O liability insurance

Institute designation holders enjoy a range of benefits:

  • The right to use your designation(s) trademark
  • Access to Comment, The Institute’s publication which provides additional learning opportunities
  • Appearing on The Institute’s Public Registry
  • Networking and volunteer opportunities through The Institute Rep network
  • Institute recognition Awards
  • Votin rights at the Institute AGM

For questions on membership/designation fees and billing, call Member Services at 1-877-773-6765.