2 02 1 ADVO CI S ANNUAL RE PO RT
ADVOCIS CHAPTERS SUPPORTING THE ADVISOR OF THE FUTURE Across the country, 40 Advocis chapters led by member volunteers work throughout the year to support the professionalism and education of advisors and planners, lead advocacy, financial literacy and mentorship initiatives, and foster chapter community. Chapter Presidents oversee the well-being and sustainability of each individual chapter and consult with the national Chapter Leadership Council of Advocis to align to strategic and operational requirements. Chapter boards – consisting of volunteer leaders with years of professional practice – guide chapter operations through coordinated activities that support local member needs for development, connection and success. This includes: • • •
Education initiatives that advance professionalism, designation achievement and business development Advocacy awareness and engagement, strengthening the voice of advisors within the industry and in provincial and federal advocacy activities Community building through initiatives that promote fellowship, collaboration and mentorship, as well as community leadership, particularly as ambassadors for financial literacy
In 2021, Advocis chapters hosted close to 300 events for members, including: • • • • •
Advanced learning case study group discussions Learning modules and mentored activities to support the practice development of new advisors Chapter study groups to support members working towards designations Webinars on a wide range of topics relevant to today’s practitioner, and to the advisor of the future Ethics and risk management sessions
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