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TESTIMONIALS

Find out what advisors have said about the Advocis annual Update program

The Update session is a great interactive advanced session. It is truly unique in the marketplace compared to other full day CE events.”

Mark Landers, CFP®, CHS

Not only do I enjoy presenting the Update sessions, I find them to be a huge learning experience. The different views and perspectives of the attendees while discussing the case studies help me to think outside the box.”

Raj Daryanani, CLU®, CHS, CFP®, MBA, BSc

Credible outside experts as well as case study style learning where you get to learn valuable techniques from your peers. Excellent training program!”

Shelley Lazenby, CFP®

I just facilitated Update 2019 for my chapter, Simcoe Muskoka, and wanted to compliment Advocis on a couple of fronts. The content and the exercises were very well received by our members. Even scared a few of them! I got great feedback from more than one member. They all found the 4 module presentations very helpful in the use of their current practices. The delivery method of interviewing experts inter-twined with key concepts on slides works really well. Of course, the practical case studies to reinforce the concepts were also well received and led to some great discussions with lots of engagement and participation.”

Arun Channan

I really appreciate the useful TCP best practice tips for dealing with senior clients.”

Terrence McBride, CFP®, CLU®

Real and current information which pertains to the financial professional.”

Gregory Bonnell, CFP®

Every advisor should attend this. Plus, the venue is excellent.”

Nathen Shelemey, CHS

Of all the Advocis programs attended over the years, this one was the most relevant, very interesting and the advice(s) will assist in my practice. Thank you very much.”

Philippe Hamon, CHS

I attend this every year and find it very useful both for knowledge and CE.”

Trevor Pienaar, CLU®, CH.F.C.®

I highly recommend All Financial Advisor, Investment Advisor and Financial Planners to attend this Seminar. It would be very beneficial.”

Ali Sadr Baygi, CLU®, CH.F.C.®, CHS, CEA®

 

 

ADVOCIS®, THE INSTITUTE FOR ADVANCED FINANCIAL EDUCATION™ (THE INSTITUTE™), CLU®, CHS®, CH.F.C.® AND APA® ARE TRADEMARKS OF THE FINANCIAL ADVISORS ASSOCIATION OF CANADA (TFAAC).