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Home Continuing Education – Practice Matters
At Advocis, we recognize that developing a reputable practice and creating sustainable strategies for growth is no easy task. To help you plant firm roots in the industry, whether you’re just starting out or you want to expand or reframe your practice, Advocis has modules that go beyond traditional learning to help you bridge foundational learning with practical skills to set the stage for long-term success.
Getting Established is a mentorship-based program where students are connected to an experienced advisor who guides them through the required modules and activities. The program allows advisors to focus on practice development through a hands-on learning approach. Advisors learn how to build a sustainable practice through methods such as strategic planning, marketing, and client service.
By pairing you with an experienced mentor, you’ll get the guidance you need to complete the required in-field program assignments. This type of coaching allows you to drive the learning while at the same time gain valuable insights and know-how from your mentor.
Advisors will receive a Getting Established certificate on successful completion of the program.
For a program FAQ.
Format: Self-study: Online learning & activities
Pre-requisites: None
CE Credits: 30 CE
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material: None
Completion Requirements:
Members: $250.00 plus shipping & taxes
Non-members: $375.00 plus taxes
Administrative Policies:
Getting Established is a mentorship-based program where advisors are connected to a mentor, allowing them to focus on practice development using a hands-on learning approach. Through this program, advisors learn how to build a sustainable practice with methods such as strategic planning, marketing, and client service.
Advisors should not be alone on this journey. Getting Established partners advisors with experienced mentors. As a mentor, your role is to guide them by offering valuable personal insight, best practices, and feedback while monitoring their progress and encouraging them every step of the way.
For a program FAQ.
Format: Self-study: Online review of advisor content and activities & regular review meetings
Training: Orientation training provided
CE Credits: 10 CE
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material: Online mentor guide provided
Members: None
Non-members: Not available
Social media and digital technologies enable sales professionals to find new customers and motivate these customers to take action in more efficient and strategic ways.
This course enables both successful sales people and those new to the sales profession, to leverage powerful social media sales solutions designed to help you save time, save money and make money throughout the sales cycle from prospecting to referrals to closing sales.
Format: Self-study: Online learning & activities
Pre-requisites: None
CE Credits: 5 CE
Additional Material: None
Completion Requirements:
Members: $250.00 plus shipping & taxes
Non-members: $400.00 plus taxes
Administrative Policies:
Given the demographic shift that is taking place, most financial advisors and planners have clients that are in their senior years. Financial advisors and planners who learn more about working effectively with senior clients will have the opportunity to differentiate themselves as the go-to professional with their own clients as well as with their clients’ families, friends and in their community.
This course will help financial advisors and planners develop the practices and processes that will protect and empower their clients and protect their practice. They will learn about their responsibilities and how to recognize issues such as elder abuse and cognitive impairment. The course also includes access to many resources that financial advisors and planners can use in their practice.
Format: Self-study: Online learning & quiz
Pre-requisites: None
CE Credits: 2 CE (including 1 ethics)
Additional Material: Resource Section
Completion Requirements:
Members: $30.00 plus taxes
Non-members: $45.00 plus taxes
Administrative Policies:
Several years ago, Bridgehouse Asset Managers felt that the investment industry was several steps behind when it came to mental health awareness. Bridgehouse then partnered with CMHA Toronto, as well as with advisors and stakeholders in the industry and experts outside our industry, and conducted research to poll advisors on their experiences with the mental health of their clients. In 2020, this research included a COVID-19 focus.
In this course, Carol Lynde, President and CEO, Bridgehouse Asset Managers, discusses the findings of this research with Greg Pollock, President and CEO of Advocis. Lynde and Pollock also review how mental health affects clients’ financial decision making and provide advice for advisors on having courageous conversations. Financial advisors and planners will learn how to assist clients in maintaining their mental health as well as their own, and how to implement the Trusted Contact Person (TCP) into their practice.
Format: Self-study: Online learning & quiz
Pre-requisites: None
CE Credits: 1 CE (including 1 ethics)
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material: Access to Bridgehouse Mental Health Resources
Completion Requirements:
In this course, Rod Burylo takes financial advisors and planners through the complex world of ethics and social media. He dives into the importance of ethics, the difference between ability trust and integrity trust, and reviews some of the problems that financial advisors and planners can face with social media. Rod underscores the importance of a clear and developed communications strategy, and helps financial advisors and planners develop their own. He also explores the legal guidelines around social media communication.
Through real-world scenarios and case studies he interprets the Advocis Code of Conduct and FP Canada Standards of Professional Responsibility and how financial advisors and planners can act in accordance with these guides. You will finish the course with many best practices for your social media communication.
Format: Self-study: Online learning & quiz
Pre-requisites: None
CE Credits: 2 CE (including 1 Professional Responsibility with FP Canada)
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material: None
Completion Requirements:
Members: $30.00 plus taxes
Non-members: $45.00 plus taxes
Administrative Policies:
COVID-19 has profoundly changed Canadian attitudes to long term care. What does this mean for the critical role advisors play as they help their clients create financial plans to support their care years? In this course, Karen Henderson, Founder and CEO of the Long Term Care Planning Network and Margaret Egan, Founder and Managing Director of strategy consultants Sinclair Barnes Limited discuss:
Karen and Margaret have collaborated on an ongoing study on how financial advisors work with their clients to create plans for their long term care needs and will review what the results show to date.
Financial advisors and planners will:
Format: Self-study: Online learning & quiz
Pre-requisites: None
CE Credits: 2 CE
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material: None
Completion Requirements:
Members: $40.00 plus taxes
Non-members: $60.00 plus taxes
Administrative Policies:
Financial advisors and planners will:
Format: Online learning & quiz
Pre-requisites: None
CE Credits: 1 CE (including Ethics/Professional Responsibility)
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material: None
Completion Requirements:
Members: $25.00 plus taxes
Non-members: $35.00 plus taxes
Administrative Policies:
In our newest online CE course Dean Delpeache, Diversity & Inclusion Consultant explores how to attract more clients from different cultural identities and make changes to your marketing strategy to include new clients/attract more clients. Also featured in Why Diversity Matters is Mike Carlson, QAFP who started his business in 2019 focusing on fee-for-service wholistic financial planning for traditionally underserved clients with a focus on Indigenous individuals.
Financial advisors and planners will:
Format: Online learning & quiz
Pre-requisites: None
CE Credits: 1 CE
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material: None
Completion Requirements:
Members: $25.00 plus taxes
Non-members: $35.00 plus taxes
Administrative Policies:
In this course we explore ways that financial advisors and planners can build a more inclusive practice for their clients and employees.
Financial advisors and planners will:
Understanding inclusion as part of strategic organizational transformation
Exploring how to pivot our thinking to build a more inclusive environment for everyone
Considering inclusive hiring and staffing practices
Understanding the Advocis Code of Professional Conduct and FP Canada Standards of Professional Responsibility and applying the principles to be more inclusive when working with clients
Summarize the best practices for language, meetings, office design and client material
Format: Online learning & quiz
Pre-requisites: None
CE Credits: 1 CE
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material: None
Completion Requirements:
Members: $25.00 plus taxes
Non-members: $35.00 plus taxes
Administrative Policies:
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