Update 2023
Update 2023
Change is the only constant. Enter financial advisors and financial planners, who have a huge opportunity right now to lead by example in helping clients build their resiliency. The value of financial plans has never been clearer. However, the financial plan must become a living document. A crucial part of the plan is understanding clients beyond the numbers, what is important to them, personally, socially, what motivates them? Building this level of trust strengthens client relationships and helps them see the value of becoming actively engaged in the implementation of their financial plan. With you at their side, guiding them forward, they gain confidence to look at their plan through today’s lens; confirming goals and making adjustments if necessary. Helping clients learn how to treat their financial plan as a living, evolving roadmap ensures that it continues to deliver today and into their future.
Update 2023 Explores
- Planning for the Whole Person
- The Future of Care
- Unpredictable Planning for Small Business Owners
- The Evolution of Responsible Investing
Program Format:
Presented by individual Advocis chapters across Canada, Update 2023 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 2023 chapter run seminar or National Webinar also receive access to the Advanced Learning Modules available online.
Who Can Register:
Update 2023 is available for Advocis members and non-members.
CE Credits:
Participants earn six (6) CE credits (includes 1 ethics) for full participation for the Seminar or National Webinar, and an additional eight (8) CE credits upon successful completion of the Advanced Learning Modules.
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 2-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.”