Partner Programs

Partner Programs

The Advisor Growth Journey

Legacy Logo

Become the financial advisor you want to be. Advocis is excited to partner with The Legacy Companies to offer the Advisor Growth Journey™ with an exclusive price for Advocis members.

The Advisor Growth Journey delivers a comprehensive, fully customizable development plan to help you reach your goals. With a tailored system focused on your development, The Advisor Growth Journey is designed to help you fully utilize industry-leading resources.

The Travel Health Insurance Association of Canada (THiA)

Advocis is proud to partner with The Travel Health Insurance Association of Canada (THIA) to bring Advocis Members discounted access to TRIP – THIA’s Travel Insurance Program.

TRIP is an in-depth, online curriculum about travel health insurance that gives industry professionals and individuals interested in working in travel and travel insurance a foundation of knowledge for their careers. TRIP is the first program of its kind and equips users with the technical expertise and professional competence required to excel in the Canadian travel insurance industry (for both outbound travel and for Visitors to Canada).

Canadian Association of Gift Planners (CAGP)

Advocis is proud to partner with the Canadian Association of Gift Planners to bring advisors discounted access to the highly engaging Gift Planning Fundamentals for Professional Advisors: Empowering Client Philanthropy course, currently delivered online over two days.

We know that advisors who can effectively help clients engage in effective and fulfilling philanthropy, while incorporating the benefits of giving into their financial and estate plan, will gain deeper client relationships and a competitive marketplace advantage.

Attending the Empowering Client Philanthropy course will give you:

  • Strategies to help you engage more deeply with existing clients and add value to them as a philanthropic advisor;
  • Tips to grow your book of business and connect with new clients through the philanthropic conversation;
  • A better understanding of new trends in client philanthropy (e.g., advised funds, crowdfunding, social impact movements) as well as how to engage with charity sector centres of influence in your community.

Knowledge Bureau

Founded by award-winning financial educator and best-selling tax author Evelyn Jacks in 2003, Knowledge Bureau™ is a widely respected financial education institute and publisher, which provides world-class continuing professional development to advisors in the tax, bookkeeping and financial services. It has welcomed tens of thousands of students to its virtual campus to earn new credentials and enhance career opportunities in specialized fields including personal and corporate tax, bookkeeping, investment, retirement, estate and succession planning. Knowledge Bureau also provides customized learning solutions for large and small enterprises and associations.

Advocis is proud to align with Knowledge Bureau to bring advisors the MFA-P™ Philanthropy Designation Program. This 3-course online program will provide advisors with the qualifications to discuss a strategic approach to philanthropy. Graduates will guide conversations between multiple stakeholders to the strategic philanthropy plan – the client, the charity, accountants, legal, insurance and investment advisors – towards client objectives.

The MFA-P™ will also be in an opportune position to have deeper conversations about disability and estate planning, while engaging multiple generations in the family in the philanthropic plan.

STEP Canada

Advocis is excited to partner with STEP Canada to present:

  • The STEP Canada Diploma program in Trusts & Estates to its members.
  • A fee waiver from the exemption application fee for the Trust & Estate planning course (course 4) for CLU designation holders that have obtained the credential within the last 5 years and are members in good standing with Advocis. The Society of Trust and Estate Practitioners (STEP) is the leading international organization for trust and estates professionals, and a preeminent provider of trust and estate education and professional development. The organization is the primary educator of Canadian trust and estate professionals.

Register a STEP account here to enroll.

Please contact should you have questions regarding Law of Trusts and the registration process or waiving the exemption fee for Trust & Estate Planning.

Certified Executor Advisor (CEA®) Designation

Advocis is proud to partner with the Canadian Institute of Certified Executor Advisors (CICEA) to bring advisors the CEA® designation program, the first and only executor-facing designation in Canada. The CEA program trains advisors to engage with executors to ensure effective estate settlements.

For more information about the CEA, please visit