What's New from Advocis
Here is a quick rundown of all the latest developments from Advocis. |
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New Compliance Toolkit courses
A brand new Compliance Toolkit is now available for both Advocis members and non-members. The Compliance Toolkit is made up of three courses, which can be purchased individually or as a bundle. - Each course has been accredited for 2 CE (including ethics).
- Each course is $50+tax for members and $75+tax for non-members.
- The bundle of three courses can be purchased for $125+tax for members and $200+tax for non-members.
To review the courses and to register, click here: Continuing Education: Protection Matters |
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New Update 2020 Content
We are excited to announce that one of our Update 2020 Presenters, Steven Shepherd, has assisted us in producing a follow-up video where he shares his thoughts on the impact of COVID-19 on the economy, policy, valuation and behavioural buckets that he introduced in the Update 2020 program.
This course is available for free to Advocis members and for $25 for non-members. It has been approved for 0.5 CE.
To register, click here: Market Uncertainty and Client Behaviour: An Update 2020 Follow up Video with Steven Shepherd |
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Advocis Steps to Success Study Program
Introducing our Steps to Success support program for dual life and mutual fund licensing.
Many financial advisors today are dually licensed to better serve their clients, typically holding a life insurance license and mutual fund registration. Advocis is pleased to announce the Steps to Success Licensing Program to support your licensing goals. |
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Stay tuned for more information on all the recent developments and course offerings from the education team at Advocis |
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