- Advocacy
- Education
- Chapters
- Membership
- FORUM
- Find an Advisor
- About Us
Home Membership Membership Benefits
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.
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.
Lifelong learning is an integral part of the financial services profession in Canada. Advocis members have access to 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 also offers continuing education opportunities through the Advocis Schools and annual Update seminars.
Advocis Coffee Talks are espresso-sized webinars for financial advisors accredited by The Institute for CE credits and available exclusively to Advocis members.
The Advocis Book Club is a virtual community to connect with fellow Advocis members across Canada and enjoy reading books on lifelong learning and personal growth. Hosted by PBC Guru, the club features an online discussion board with professional hosting, moderation and new titles for reading every two months.
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 receive discounts and/or rebates on programs leading towards the LLQP or receiving designations such as the CLU®, CFP®, CHS, and PFA™.
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 Financial Planner (CFP®)
Certified Health Insurance Specialist (CHS)
Professional Financial Advisor (PFA™)
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.
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.
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.
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. The program is managed by Willis Canada Inc., one of the world’s largest global insurance and risk management consulting firms. Their dedicated staff provides superior service and professional advice to program member participants.
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.