Advocis Annual Events

Advocis Update

Target Audience

Designed for seasoned financial advisors and planners working in complex markets with individuals, families and small business owners. While the aim is to attract those financial advisors and planners holding a CFP® and/or CLU®, newer advisors have always benefited from the collaborative format of the in-depth discussions.

Seminar Format

Offered in-person or remotely, the seminar consists of four (30-minute) videotaped interviews with industry experts. Each interview is followed by a (90-minute) case study discussion to reinforce an area or areas addressed during the interview. After participation in the seminar, Advanced Learning modules are included to compliment the seminar learning and earn additional CE credits.

Seminar Focus

To keep financial advisors and planners current on important technical concerns and client-facing issues impacting financial planning today.

CE Credits

Approved each year based on the specific content, usually 14 CE credits in total for the seminar and online learning modules.

Advocis Regulatory Affairs Symposium

Symposium provides a forum for industry experts, regulators and the advisor community to exchange ideas on the sector’s most pressing regulatory issues through interactive panel discussions and lively presentations.

Symposium features industry leaders from the insurance and investment sectors as well as prominent representatives from regulatory organizations.

Symposium attendees enjoy an outstanding opportunity to:

• Network with the financial industry’s key thought leaders and decision makers.

• Listen and learn from industry experts about important regulatory issues impacting financial advisors’ businesses.

• Earn CE credits.

To learn more or to register, please visit advocis.ca, for a Seminar visit the Events Calendar