Getting Established

Getting Established

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.

Getting Established - Advisors - 30 CE Credits
Getting Established - Mentors - 10 CE Credits

Programs

Getting Established For Advisors

$ 250 + applicable taxes for Advocis Members.
Non members pay $375 + applicable taxes.
  • 24/7 Access to the Advocis Learning Environment
  • One-on-one guidance from a mentor
  • 50 practical activities
Register Now

Getting Established

For Advisors - 30 CE Credits

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.

Getting Established - Advisors - FAQ
  • To successfully market your practice and find the right clients
  • To have an effective client meeting

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:

  • Completion of 50 activities using Dropbox (Pass or Fail mark)
  • 24/7 access to the Advocis Learning Centre
  • One-on-one guidance from a mentor
  • 50 practical activities
  • Flexible schedule for just in time learning
  • Dropbox – an online tool to easily submit your work
  • Download content
  • One-year window for completion
  • Access to help for program-related questions
  • ReadSpeaker text-to-speech
  • Self-study: Designed as a self-study program, with success highly dependent on the student’s personal discipline. Students will be assessed on a number of activities which will be based the learning modules presented online.

Members: $250.00 plus shipping & taxes

Non-members: $375.00 plus taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Allow for 1-2 business days to access the program following the registration and payment process

Getting Established For Mentors

$ 0
  • Must be an Advocis member in good standing
  • Minimum 5 years of experience
  • Orientation training provided
To register for the Getting Established program as a mentor, please send an email to CE@advocis.ca with your resume. Mentors must be Advocis members in good standing with at least five years of relevant work experience.

Getting Established

For Mentors - 10 CE Credits

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.

To register for the Getting Established program as a mentor, please send an email to CE@advocis.ca with your resume. Mentors must be Advocis members in good standing with at least five years of relevant work experience.

Getting Established - Mentors - FAQ
  • Must be an Advocis member in good standing
  • Minimum 5 years of experience
  • Must hold at least one of the following designations: CFP, CLU, CHS, CH.F.C. (or similar)

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

  • Commitment to advisors learning path
  • Dedicate minimum of 90 minutes/month
  • Review content
  • Conduct review meetings
  • Evaluate advisor activities
  • Access to help for program-related questions
  • ReadSpeaker text-to-speech

Members: None

Non-members: Not available