Advocis Membership – Credly Badge

Advocis Membership – Credly Badge


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 an online badge from Credly, a quick and convenient record of your Advocis membership will always be available!

Play Video about Credly by Pearson

What is a Credly badge?

A Credly badge is a verified digital certificate. Badges can be linked directly with your LinkedIn Profile, Facebook Page or Twitter account to validate your Advocis membership. The badge will not provide visitors with your personal or private information – only a description of the requirements of Advocis membership, including a confirmation of your obligation to the Advocis Code of Professional Conduct.

To learn more, please watch the first video to the left.

How can I get one?

As a member of Advocis, your Credly badge is included as a benefit of membership. You will receive an email invitation directly from Credly to claim your badge. As long as your membership is current and in good standing you will be able to display your Advocis membership badge.

For more information on accepting and managing your badge, please view the second video on the left.

Can I download my badge?

Yes! Your badge can be downloaded as a certificate for physical printing or publishing online in PDF format.

For more information on how to download your certificate, please view the third video on the left.

Can I share my badge in my signature and on social media?

Are Credly badges available for designations?

Yes! Credly badges are currently available to individuals who hold the CLU, PFA and CHS designations through the Institute for Advanced Financial Education.

For more information on these designations, please visit our designations page.

I have another question...

The Credly Help Center is a comprehensive resource that can answer all of your questions on how you can maximize the benefit of your Credly badge.

If your question is in regards to qualifying for a Credly badge through Advocis membership, restoring your Advocis membership, or changing your Advocis membership category please contact Member & Client Services.