Advocis Fees Provide:

Community

• Access to a local community of professionals through a network of 40 chapters located across Canada

• Participation in social, charitable and educational events and activities organized at both the national and local levels

• Professional growth and leadership opportunities through a variety of roles or positions on a local board, as well as over a dozen different national-level boards and committees focused on strategy, issues and initiatives most relevant to our membership, our clients, and the industry. From the Advocacy Network to the Technology and Innovation Committee (TIC), Advocis has a group that will appeal to all professional interests

Advocacy

• Built over a century of experience, expertise and grassroots grit, Advocis has earned its members a respected voice at the table with key decision-makers

• Continuously working to elevate the visibility and credibility of professional financial advice with the industry, regulators, government, media and the public

• In-depth monitoring, submissions and participation in consultations on regulatory issues that impact our members and their clients

Professionalism

• Advocis is uniquely positioned to offer advisors a pathway to professionalism through a robust selection of professional development options. From licensing (LLQP) to designations (CHS, PFA, CLU, QAFP, CFP) and continuing education programs like Coffee Talks and UPDATE 2022, Advocis is working tirelessly to advance these interests

• Errors & Omissions insurance is a professional requirement for all practicing advisors. Advocis Broker Services – a wholly-owned subsidiary of Advocis - offers coverage tailored to the needs of the professional advisor. As a member in good standing and in full adherence to the Advocis Code of Conduct, members are entitled to a guaranteed discount on their policy

• By joining Advocis, a member demonstrates their commitment to hold themselves to a higher standard by agreeing to adhere to a Professional Code of Conduct. As membership with a professional association is – at this time – voluntary in Canada, Canadians who work with an Advocis member can be confident in knowing that they have partnered with a professional