Update 2022
Update 2022
Your confident expertise, your support and reassurance, knowing that together you and your clients will find the best way forward for the short term and the long term. No one knows what the future will hold. But we do know that financial advisors and planners help clients prioritize their goals, create a plan of action and guide them forward. Advocis Update 2022 will help position financial advisors and planners to be resilient, provide timely and relevant advice to their clients and be ready to take on the future.
Update 2022 Explores
- An Economic and Market Overview, understanding the economic indicators that could influence the performance of financial markets and the impact that may have on clients
- Legacy Planning, considering how clients nearing retirement can balance their legacy planning objectives with immediate family support and their lifetime cash flow needs
- Building Client Trust and Deepening Relationships through Higher Standards
- Taxation and Succession Planning for Business Owners
Program Format:
Presented by individual Advocis chapters across Canada, Update 2022 is a facilitated seminar or National Webinar that includes four video-taped interviews with industry experts followed by group discussion activities for each interview.
Individuals who register for an Update 2022 chapter run seminar or National Webinar also receive access to the Advanced Learning Modules available online.
Who Can Register:
Update 2022 is available for Advocis members and non-members.
CE Credits:
Participants earn six (6) CE credits (includes 1.5 Ethics) for full-day participation for the Seminar or National Webinar, and an additional eight (8) CE credits (includes 1 ethics) upon successful completion of the Advanced Learning Modules.
More information.
Testimonials:
“Once again Advocis put together a diverse agenda for Update 2021 virtual conference. I thoroughly enjoyed the collaboration in the break-out session from professional advisors from across the country. While the pandemic has posed it’s challenges, it did allow us to come together virtually! Thank you Advocis for all you do for your membership.”
“A great CE program. The content was timely and relevant to current issues while offering well prepared guidance on business growth and client service. Another great program from Advocis and I will enroll again.”
“I thoroughly enjoyed this format and the flexibility the 4-day 2 session/day format allowed me. It was a great way to gain some valuable current knowledge directly from those in the industry using these innovative and engaging methodologies and practices. I highly recommend this program to anyone who needs to hear, see and understand what some of the best in the industry are doing.”