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CONTINUING EDUCATION

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CENTURY INITIATIVE

CENTURY INITIATIVE

Continuing Education (CE) is critical to licensed and credentialed financial services professionals. The mission of the Advocis CE program is to ensure that learning, education and/or training enhances the ability of financial advisors and planners to perform their jobs competently and ethically.

The Advocis Learning & Development team develops online, chapter and national events which are accredited for CE.

In 2022, CE programs were categorized based on practice competencies and behaviours, as well as career stage, area of interest and licensing & designation requirements. Programming focused on the delivery of advanced learning to promote sound financial planning, technical competency and ethical advice that protects the best interest of consumers throughout their life stages.

Advocis Chapter Programs

Throughout 2022, chapter program development continued to produce new relevant and topical content. Program delivery served flexible audiences whether in-person, virtual or a combination of both. A key development focus in 2022 was on chapter study groups to support the growing interest in the Advocis LLQP program and Institute credential education programs. New development included programs to target practice competencies and behaviours to support advisors at different career stages.

Advocis National Events

Recognized for its high-calibre agenda, the Advocis Annual Update 2022, Purposeful Planning, delivered leading-edge advanced learning for financial advisors and planners.

Delivered virtually and in-person, the flagship seminar program explored the theme that at a time of unimaginable uncertainty, the need for financial advice has never been greater.

Online Programs

2022 saw the development and delivery of 12 new online CE modules that provided a mix of videos, podcasts and webinars ranging from highly technical topics to risk management to practice matters and client care.

Exclusively For Advocis Members – Coffee Talks & Partner Programs

Coffee Talks

Advocis Coffee Talks is a series of monthly “espresso-sized” 30-minute webinars offering a mix of keynote industry speakers and panel discussions. Developed by Advocis for members during the pandemic, this very popular CE series continued its growth in 2022 to become waiting-room-only for many sessions.

Partner Programs

Partner Programs are a collection of selected education programs serving niche or speciality areas to provide unique value for professional development. Partner Programs recognize that when education providers work together, they are able to combine the best possible resources to enhance the education experience, opening doors to many new possibilities. This is an Advocis member-exclusive benefit.

Current Partner Programs:

• The Knowledge Bureau

• GAMA Global Canada

• Society of Trust and Estate Planners

• Canadian Institute of Certified Executor Advisors

• Canadian Securities Institute/Moody’s

• Canadian Association of Gift Planners

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