- Advocacy
- Education
- Chapters
- Membership
- FORUM
- Find an Advisor
- About Us
Home Membership Code of Professional Conduct
The Advocis Code of Professional Conduct (CPC) sets out the principles that Advocis Members are expected to abide by in their business activities and when liaising between clients and suppliers of financial and insurance products or services. Explanatory notes are available that provide a more in-depth explanation of each principle within the Advocis Code of Professional Conduct (CPC).
Any person may file a Request for Investigation (RFI) against an Advocis member. We must receive a written submission in order to initiate disciplinary procedures. Any person seeking to file a Request for Investigation may do so by completing the standard RFI form or submitting a formal letter outlining the issue.
To ensure that Advocis Members conduct their actions in accordance with the Advocis Code of Professional Conduct, The Institute has written procedures to follow when an Advocis member’s professional conduct is in question.
The Institute Disciplinary Procedures are based on a peer review system. The Disciplinary Procedures are in place to provide a consistent and transparent process for determining the facts and imposing sanctions for conduct found to be unbecoming of the Advocis Code of Professional Conduct.
SUPPORT
The above documents are PDF files. You will need Adobe Reader to view them. This software can be downloaded free of charge from Adobe's website.
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.
This website stores cookies on your computer. These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in order to improve and customize your browsing experience and for analytics and metrics about our visitors both on this website and other media. To find out more about the cookies we use, see our Privacy Policy.
If you decline, your information won't be tracked when you visit this website. A single cookie will be used in your browser to remember your preference not to be tracked.