Advocis Steps to Success Study Program

Many financial advisors today are dually licensed to better serve their clients, typically holding a life insurance license and mutual fund registration. Advocis is pleased to announce the Steps to Success Licensing Program to support your licensing goals.

Steps to Success Life Licensing Certification Program

New Enhancements

Title	Content
LLQP Online Facilitator	Online facilitated live and recorded webinars on key topics and concepts
Complimentary Access to SeeWhy Learning	Receive a 1-year complimentary subscription to a suite of eLearning video lessons, along with other tools to support your study program (Available English only)

Key Tools & Resources

Title	Content
Practice Exam Tools	Preparation tool for the certification exams with feedback reports
Quizzes	Test your comprehension of each chapter with feedback reports
Case Studies	Test your application of theory to real-world scenarios
Flashcards	Chapter content retention tool
Study Guides	Study guides compliment LLQP manuals, highlighting key concepts with additional scenarios and examples
Preparation for Provincial Exams	Certification exams reflect the style of the provincial exams. Successful completion of the certification exams satisfies the eligibility requirement to write the provincial exam

Key Benefit: Advocis Membership

Title	Content
Belong to a Professional Association – The Financial Advisors Association of Canada	Receive a 1-year complimentary Advocis membership. Learn more about the membership benefits you get from being a part of Canada’s largest association for financial advisors.

Steps to Success Study Support Program for Mutual Fund Registration

Interested in pursuing your Mutual Fund registration? As a registered candidate in the Advocis LLQP program, Advocis has an exclusive study support program to help you get there.

Title	Content
Investment Funds in Canada Course	Purchase the Investment Funds in Canada course through our Partner Program initiative with the Canadian Securities Institute and receive a preferred rate as an Advocis member. Successful course completion earns your Mutual Fund Dealer – Dealing Representative License. The exam is a separate fee from the course purchase (available English and French).
Access to SeeWhy Learning	Purchase at a preferred rate to receive a 6-month subscription to a suite of tools aligned with the Investment Funds in Canada course and designed to support your study program. Includes eLearning video lessons, chapter quizzes, study guide, practice exams and flash cards (Available English only).
Mutual Fund Online Facilitator	Online facilitated live and recorded webinars on key topics and concepts aligned with the Investment Funds in Canada course (available English and French).