Advocis Corporate Partnership Program

48

Advocis values our relationships with the organizations that participated in our corporate partnership program in 2019. Financial support from our partners helps us offer our members certification, designation and continuing education programs, as well as other products and services. At the same time, the program helps partners and sponsors support and develop more of their advisors on the path to professionalism.

Through your partnership, we are constantly promoting and advancing the value and professionalism of financial advisors and planners. This builds stronger, more trusted relationships with consumers and positively impacts the financial advice industry.

The Advocis corporate partnership program is available to companies in the financial services sector, as well as those that support and supply the sector.

Advocis partners with companies who share our belief in:

The importance of advisor professionalism Competency-based education, and The need to advocate on behalf of financial advisors and their clients

Our program provides opportunities to foster long-term relationships with companies. This offers greater value to partner organizations by leveraging existing connections. Our corporate partnership program is flexible. It can be individually tailored to address a company’s specific business needs and priorities.

There are three levels to choose from:

1. National corporate partners 2. National corporate sponsors 3. Corporate affiliates

While Advocis recognizes its partners and sponsors, the program is not intended to endorse one organization over another.