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TESTIMONIALS

Find out what advisors have said about the Advocis annual Update program

Update gets better each year. Advocis really understands what brings value to advisors.”

Jason Watt CLU®, RHU

Update 2018 was the best Update I have ever attended. The topics were very important and timely and the presentation was very professionally prepared.”

Charles Holmstrom, CLU®, CH.F.C.®, CHS, REB

I feel, after 32 years in this business, attending Update is essential to my career development as a financial services professional dedicated to the well-being of my clients.”

Gregory W. Gies, CLU®, CHS®, CH.F.C.®, CFP®

Every year the content and study material keeps getting better. All changes pertaining to financial and estate planning matters are very well reviewed and updated.”

JeanPierre Ricard, CLU®, CFP®, FIC

The Update is an excellent source of education and has the added advantage of discussing case studies with your colleagues.”

Gemma Goymer, CLU®, CHS®, CH.F.C.®, CFP®

Update allows me to focus a full day on concepts and education, expanding my knowledge in the financial services profession.  Sharing ideas and experiences with other colleagues gives me a fresh approach to helping my clients. It generates good conversation. I always come away with at least one pearl.”

Theresa Dietrich, CLU®, CHS®, CFP®, CEA, CFDS, B.Math

ADVOCIS®, THE INSTITUTE FOR ADVANCED FINANCIAL EDUCATION™ (THE INSTITUTE™), CLU®, CHS®, CH.F.C.® AND APA® ARE TRADEMARKS OF THE FINANCIAL ADVISORS ASSOCIATION OF CANADA (TFAAC).