What's New from Advocis

Here is a quick rundown of all the latest developments from Advocis.

• A reminder that the CLU 257 Final Exam Deadline is scheduled for October 21, 2020.
• The continuation of Advocis Coffee Talks, bringing espresso-sized webinars to members on a wide range of topics with CE accreditation for that bit of extra "kick."

Registration for the Fall 2020 PFA Designation program is open!  

The Professional Financial Advisor (PFA) designation was created to meet the everyday demands of the professional advisor. With practice-based training in a real-world environment, the PFA focuses on practice development, technical knowledge and compliance & ethics to help newer advisors get a successful head start while also empowering existing advisors to fine-tune the primary building blocks of their business.

The PFA designation is conferred in Canada exclusively by The Institute for Advanced Financial Education (“The Institute™”).

New Partner Program with Knowledge Bureau 

Advocis is excited to announce a new partnership with the Knowledge Bureau for the MFA-P (Master Financial Advisor – Philanthropy) designation. The Knowledge Bureau collaborated with the Canadian Association of Gift Planners (CAGP) and Spire Philanthropy to develop the program.

Affluent clients are interested in discussing philanthropy and they look to Financial Advisors to lead the way. The MFA-P™ Designation will assist advisors in understanding how to use strategic gift planning in their practices, by utilizing various gifting vehicles and concepts.

Advisors will understand their unique role in the philanthropic discussion and how to better help clients be more intentional in their giving through high-value conversations.  The three online courses in the program will include several true-to-life case studies, including planning with vulnerable clients, strategizing with holding companies, and using life insurance in gift planning.
 
Advocis members who register for this online program receive a special value of 10% off the regular tuition of $1,495.00 through the Advocis Partner Programs webpage. All you need is your Advocis ID number!
 

Webinar on the Advocis Partner Program with the Knowledge Bureau 

Join us on Thursday September 24^th at 11am EST for a 30 minute webinar where we will be reviewing: 

• Why talking about philanthropy with clients is good for an advisor’s business
• Conversation starters and strategies that advisors can use to assist their clients with philanthropy
• The difference between charities, not-for-profits, public and private foundations and donor advised funds
• The MFA-P designation program

This webinar is exclusive to Advocis members and has been approved by The Institute for 0.5 CE credits.

Stay tuned for more information on all the recent developments and course offerings from the education team at Advocis