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As a member of Advocis, you are automatically connected with your nearest geographical chapter community. However, Advocis members may connect in with any chapter activities across Canada.
Connect with influential and successful advisors in your area and across Canada through our chapter organizations. Your local chapter provides the opportunity for course study groups, professional development support, community volunteering and local networking. Advocis also runs cross-country events and members-only CE events.
Build credibility through continued professional development opportunities. Advocis offers recognized designation programs and courses for the CLU®, CHS and CFP® as well as the new PFA™ designation. There are also discounted continuing education (CE) opportunities available across the country and online.
Ensure your voice is heard within the financial services industry through our provincial and federal advocacy work. Keep informed of legislative changes that could affect you and your clients, through initiatives like the Political Pulse newsletters, Regulatory Affairs Symposium and your free subscription to FORUM magazine.
Advocis fosters a culture of ethics and professionalism that elevates your business to the next level. As a member of the largest voluntary professional association of financial advisors in Canada you are expected to adhere to a Code of Professional Conduct. As of January 1, 2019 new members are also required to meet minimum designation standards.
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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