New Online CE Courses & Save the Date for Upcoming National Webinar
 

Ethics and Social Media 

Have you ever had questions about the content you are posting on social media? In our latest online CE course, Rod Burylo takes financial advisors and planners through the complex world of ethics and social media. He dives into the importance of ethics, the difference between ability trust and integrity trust, and reviews some of the problems that financial advisors and planners can face with social media. Rod underscores the importance of a clear and developed communications strategy, and helps financial advisors and planners develop their own. He also explores the legal guidelines around social media communication.

Through real-world scenarios and case studies he interprets the Advocis Code of Conduct and FP Canada Standards of Professional Responsibility and how financial advisors and planners can act in accordance with these guides. You will finish the course with many best practices for your social media communication.

CE: 2 (including 2 Ethics with The Institute and 2 CE with FP Canada, including 1 Professional Responsibility)
Members: $30
Non-members: $45
 

National Webinars with Kevin Wark and Glenn Stephens: Now Available as Online CE Courses

Two national webinars presented by Kevin Wark and Glenn Stephens on Life Insurance Transfers were such a success that we turned them into online CE courses. These courses can be purchased separately or as a bundle and include a pdf of the book the Essential Canadian Guide to Life Insurance Transfers. 

National Webinar: Long Term Care Client Conversations

Mark September 15th in your calendars for our next National Webinar featuring Karen Henderson, CEO and founder, Long Term Care Planning Network and Margaret Egan, Founder and Managing Direct of brand strategy consultancy Sinclair Barnes Limited. Karen and Margaret will discuss:
 

• The continuum of care, aging in place and the effects of COVID on LTC in Canada
• Common misconceptions about LTC
• Government subsidies and what is not subsidized 

The webinar will review three case studies and review marketing strategies and opportunities for financial advisors and planners in this growing marketplace.  Watch out for the invitation to register towards the end of the summer.  

CE: 2
Members: $40
Non-members: $60

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