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Home Membership Membership
Members are licensed, have a recognized designation or are currently enrolled in an approved designation program, and are actively providing financial advice to consumers. There are 3 categories for standard Advocis Members: Practicing Advisor members, Manager members and Designation Candidate members.
Practicing Advisor members are those that are licensed and are already holding onto one (or several) of the approved designation(s). Advocis recognizes the following designations as being approved: CLU®, CHS™, PFA™, CH.F.C®, CFP®, CFA®, CIM®, FEA, PFP®, TEP, PI.fin, QAFP™, and CEBS. Practicing Advisor members are those who are actively providing financial advice to consumers.
Manager members (www.gamacanada.com) are leaders in the financial services industry in Canada, who are directly or indirectly responsible for recruiting/retaining, coaching, training, education, business development, or managing financial advisors and/or planners. Manager members may be directly servicing clients or may be providing financial advice as permitted by their license(s) (client-facing).
Designation Candidates are those who are licensed and are currently, or, are in the process of starting an approved designation program and do not hold any other approved designations. Advocis recognizes the following designations as being approved: CLU®, CHS™, PFA™, CH.F.C®, CFP®, CFA®, CIM®, FEA, PFP®, TEP, PI.fin, QAFP™, and CEBS. Maintaining one of the previously mentioned designations would prohibit you from joining Advocis as a Designation Candidate.
Advocis Membership Requirements:
Privileges:
Title | Annual | Monthly |
---|---|---|
Practicing Advisor | $1008.00 | $84.00 |
Manager Member | $1008.00 | $84.00 |
Designation Candidate | $290.00 | $24.17 |
Associate Manager members are leaders in the financial services industry in Canada who are directly or indirectly responsible for recruiting/retaining, coaching, training, education, business development, or managing financial advisors and/or planners. Associate Manager members are not licensed and are not compensated for serving clients directly (not client-facing).
Associate members are individuals in the financial service industry in Canada who are not licensed nor designated and are not compensated for serving clients directly.
Requirements:
Privileges:
Title | Annual | Monthly |
---|---|---|
Associate Manager | $1008.00 | $84.00 |
Associate | $793.00 | $66.08 |
Student Members are those who are entering the financial services industry for the first time, have never offered financial advice, and are not insurance, mutual funds, or securities licensed. They are registered in a financial services licensing program or in a full-time financial services program of study at a recognized educational institution.
Requirements:
Privileges:
Title | Annual | Monthly |
---|---|---|
Student (Full-Time) | $53.00 | $4.42 |
Retired Members are those who are either retired or working less than thirty hours per month in the financial services industry in activities such as servicing clients, but who are not actively pursuing new business. This category also includes individuals who have previously been given “life” membership status.
Requirements:
Privileges:
Title | Annual | Monthly |
---|---|---|
Retired | $161.00 | $13.42 |
All membership fees are prorated, non-refundable and non-transferable, exclusive of applicable taxes and a $3/month Pre-Authorized Payment Plan (PAP) fee. Please contact Member Services by email at Info@advocis.ca or by phone at 1–877–773–6765 if your current Advocis membership category no longer reflects your role or function or if you have any other questions, comments, or concerns.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Join us for another year of benefits, resources, and
access to your professional association.
Click below to download resources.
Send an email to ce@advocis.ca.
Click below to download resources.
Contact Sue Bailey, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Start strong in your career as an advisor with the advantage of the PFA designation.
Registration for the Fall 2021 Semester is NOW AVAILABLE.
Our Registration Portal is undergoing maintenance. You may experience issues when registering for a course or program.
Please email Member Services or call us at 1-877-773-6765 for assistance.
Develop the skills to build and express the value of your advice
with the PFA designation.
Registration for the Fall 2021 Semester is NOW AVAILABLE.
NOTICE: We are currently experiencing a technical issue with our course registration system. Our support team is working diligently to resolve this problem and we expect to restore service shortly. If you require immediate assistance with course registration, please contact our Member Services team via email at info@advocis.ca
NOTICE: We are currently experiencing a technical issue with our course registration system. Our support team is working diligently to resolve this problem and we expect to restore service shortly. If you require immediate assistance with course registration, please contact our Member Services team via email at info@advocis.ca.
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