Supporting the Advisor of the Future
As a member of Advocis, you are automatically connected with your nearest geographical chapter community. However, Advocis members may connect in with any chapter activities across Canada.
Connect In to the Advocis Chapter Community
Connect with influential and successful advisors
in your area and across Canada through our
chapter organizations. Your local chapter
provides the opportunity for course study
groups, professional development support,
community volunteering and local networking.
Advocis also runs cross-country events and
members-only CE events.
Evolve Your Business
Build credibility through continued professional
development opportunities. Advocis offers
recognized designation programs and courses
for the CLU®, CHS and CFP® as well as the new
PFA™ designation. There are also discounted
continuing education (CE) opportunities
available across the country and online.
Advocacy
Ensure your voice is heard within the financial
services industry through our provincial and
federal advocacy work. Keep informed of
legislative changes that could affect you and
your clients, through initiatives like the Political
Pulse newsletters, Regulatory Affairs
Symposium and your free subscription to
FORUM magazine.
Professionalism
Advocis fosters a culture of ethics and
professionalism that elevates your business
to the next level. As a member of the largest
voluntary professional association of financial
advisors in Canada you are expected to adhere
to a Code of Professional Conduct. As of
January 1, 2019 new members are also required
to meet minimum designation standards.