Membership Benefits

Advocacy

Advocis has been the strongest voice for financial advisors with federal and provincial governments on public policy and regulatory issues for over 100 years. Through the work of chapter volunteers, committees, and Advocis staff, we represent the interests of financial advisors, while maintaining the utmost concern for the public interest.

Advocis Schools

For over 50 years, Advocis Schools have provided financial services professionals with premier learning and networking opportunities in some of the most beautiful locations in Canada. Each Advocis School is unique — from the line up of outstanding industry-leading guest speakers to the exciting evening social events.

Advocis Broker Services Errors & Omissions Insurance

The goal of the Advocis Broker Services (ABS) is to facilitate the provision of superior coverage to financial advisors and planners through our insuring partners that is comprehensive, sustainable and stable in pricing.

The ABS program is one of the largest E&O insurance programs available to financial advisors. ABS manages partner relationships between brokers, underwriters and claims managers, to ensure the best possible conditions.

The ABS E&O program offers sustainable insurance, even as insurers withdraw from the E&O market amid economic uncertainty.

Continuing Education (CE)

Lifelong learning is an integral part of the financial services profession in Canada. Advocis members have access to discounted Institute-accredited education programs delivered through our 40 chapters – programs recognized by regulators as meeting and exceeding the needs of today’s financial advisors and planners. Advocis offers continuing education opportunities through the annual Update seminars. Advocis also offers year-round discounted or complimentary webinars to members and discounted education through our Education partners.

Corporate Sponsorship

Individuals who are affiliated with an Advocis Corporate Sponsor and join Advocis as a new member are entitled to discounts on products and services provided by Advocis. In addition, individuals associated with a Corporate Sponsor can in some cases receive discounts and/or rebates on programs leading towards the LLQP or receiving designations such as the CLU®, CHS™, and PFA™.

Credly

As a financial advisor or planner, the ability to establish trust by providing your credentials to clients in a digitally-verifiable format is more important than ever!

With online badges from Credly, a quick and convenient record of your Advocis membership and Institute designation(s) will always be available!

Designations

Advocis promotes the value of our designations and financial advisors’ professionalism to stakeholders, regulators, elected officials and the public at large.

Advocis offers challenging programs that lead towards the following accreditations:

Chartered Life Underwriter (CLU®)
Certified Health Insurance Specialist (CHS)
Professional Financial Advisor (PFA™)

DigiCat 2.5

Before incorporating software into your practice, you need the right type of fundamentals to build on. Check out foundation tools on DigiCat, an exclusive benefit for Advocis members.

Financial Advice for All

For over 5 years, our Financial Advice for All campaign has been an industry leader in developing innovative, free financial literacy resources that help Canadian consumers effectively learn the fundamentals of personal finance, including budgeting, saving & responsible spending, in addition to providing informational kits and resources for financial advisors, financial planners, and educators to share within their respective networks. Advocis Members also have an opportunity to get involved with our year-round campaigns through contributing articles, participating on IG Live episodes, and getting involved through our Chapter financial literacy board openings.

Find an Advisor

The Advocis Find an Advisor tool is an online registry of current Advocis members that have created an advisor profile in order to be efficiently contacted by potential clients.

GAMA Global Canada

GAMA Global Canada is a not-for-profit professional association that exists exclusively for leaders in the distribution of financial services. By providing members with vital professional development resources for building the distribution of financial products and services, as well as valuable networking opportunities, membership in GAMA Global Canada will help to ensure your continued success.

Media Opportunities

Advocis is contacted on a regular basis by journalists from media outlets across the country looking to speak with financial advisors. Register your interest by completing a short survey to help us better identify interview topics that you are well versed in and comfortable speaking about publicly.

Member Offer

Save more with TD Insurance As a member of Advocis, your benefits include access to the TD Insurance Meloche Monnex program, which provides savings through lower preferred insurance rates. Take full advantage of the chance to save, and you’ll also enjoy the outstanding customer service you deserve, with knowledgeable advisors who are always ready to help! We would be pleased to count you among our many satisfied customers. Call Toll Free 1-877-777-7136.

MemberPerks®

Members of Advocis have access to a member savings program called MemberPerks® by Venngo. The program provides instant access to over 3,000 discounts for brand name stores, local shops, attractions, events, and travel. Whether out with a client for lunch, travelling to a conference, or purchasing everyday office supplies, members can use of their perks anytime, anywhere.

Networking Through Our Chapters

Find opportunities to expand your community profile by working with Advocis members and other professionals across our forty chapters.

Chapter membership is included in your Advocis membership. Among the benefits of belonging to a chapter are networking opportunities and events that involve some of the best financial advisors in Canada. A chance to serve your profession: There are many leadership opportunities for Advocis members in their chapter and nationally through local executives and the Board of Directors.

Practice Development Series

Under 5 After 5: Access mentorship, continuing education, and practical skills to enhance your practice. Engage with modules and activities that focus on crucial aspects such as Business Planning, Sales Process, Prospecting, Marketing, and more. Our sessions are facilitated by experienced financial advisors, offering personalized guidance. Advocis members can conveniently access this support through Advocis chapters. Stay informed about upcoming Practice Development Series sessions by checking our Events Calendar. Sessions are offered virtually.

Professional Standards

Code of Professional Conduct (CPC): Your clients expect to be able to trust you. Your adherence to the CPC demonstrates your commitment to the highest standards in providing financial advice.

Publications

FORUM magazine: The official publication of Advocis, published quarterly. Industry experts, financial journalists, and Advocis staff provide an in-depth understanding of the financial services industry.

eFORUM newsletter: A quarterly newsletter designed to inform and help advisors, eFORUM features practice management, insurance, tax, and estate planning strategies.

Membership Benefits