The Power of Professional Development

The Power of Professional Development

At Advocis, we don’t just advocate on behalf of the profession – we go the distance to equip financial advisors with the skills and tools they need to succeed. With over 100 years of experience as the trusted voice of Canada’s financial advisors, we have built an enduring reputation within the industry for offering educational programs to meet your needs as an advisor and to grow your practice.

Advocis is a one-stop shop offering a wide range of educational opportunities designed to align with financial advisor competencies and practice behaviours. Please see the listings below for our comprehensive selection of licensing, certificate, designation and CE programs.

For answers to common questions about Advocis education, please view our administrative Frequently Asked Questions.

For education resources, please For education resources.

Education Guides

Education Catalogue

Advocis offers a wide variety of educational opportunities to meet all of your professional development needs as a financial advisor. Visit our Education Catalogue to learn more.

Frequently Asked Questions

For answers to common questions about Advocis education, please view our administrative F.A.Q. list.

Designations

Chartered Life Underwriter (CLU®) Designation

Help consumers build and preserve wealth through effective wealth creation, estate planning and wealth transfer solutions.

Certified Health Insurance Specialist (CHS) Designation

The only living benefits designation in Canada, the CHS focuses on providing expertise in income replacement, critical illness, long-term care, disability, and group benefits..

Professional Financial Advisor (PFA™) Designation

The PFA focuses on practice development, technical knowledge and compliance & ethics to help newer advisors get a successful head start while also empowering existing advisors to fine-tune the primary building blocks of their business.

Certified Financial Planner (CFP®) Designation

Gain the ability to provide your clients with comprehensive financial planning services.

Qualified Associate Financial Planner (QAFP™) Designation

Assist consumers with less complex financial planning needs plan for their financial futures through financial planning strategies

Licensing

Advocis LLQP

Advocis LLQP

Advocis LLQP - A&S

Advocis LLQP - A&S

LLQP Exam Regulations

LLQP Exam Regulations

LLQP Provincial Exam Providers

LLQP Provincial Exam Providers

Continuing Education

CE Modules - Practice Matters

Getting Established - Advisors
Getting Established - Mentors
Strategic Selling with Social Media
Working with Senior Clients
Mental Health and the Financial Advice Relationship
Ethics and Social Media
Long Term Care Conversations
Understanding Your New Responsibility
NEW! Why Diversity Matters

CE Modules - Product Matters

Critical Illness Insurance
Disability Income Insurance
Group Insurance
Long-Term Care Insurance
Insurance
Essentials of Family, Trust and Charitable Transfers
Essentials of Shareholder, Corporate and Partnership Transfers
NEW! Essentials of Buy Sells: Part One
NEW! Essentials of Buy Sells: Part Two

CE Modules - Protection Matters

Making Choices
Making Choices II
Making Choices III
Compliance Toolkit: Marketing and Communications
Compliance Toolkit: Know Your Client and Fact-Finding
Compliance Toolkit: Know Your Product and Suitability
Knowing the Code of Professional Conduct
The Value of Errors and Omissions Insurance
From Bad to Worse: Advisor Mistakes in the Claims Process
Cyber & Privacy Liability
Building a Protected Practice
Selecting the Right E&O Insurance
The Challenge of Documenting Nothing