Advocis July eMonthly Newsletter

Summer Is The Perfect Time To Invest In Your Professional Development

CLU

$150 off all CLU courses (CLU 255, 256 and 257). Offer ends July 31, 2017. Earn your CLU designation and become a more holistic financial advisor, capable of working with clients’ accountants and lawyers on the widest range of wealth and estate planning matters.

CHS

$150 off all CHS courses (CHS 303 and 504). Offer ends July 31, 2017. Earn your CHS designation and become an expert in all areas of health insurance, including income replacement, disability, critical illness, long-term care, and group benefits.

CFP

Exclusively to Advocis Members we are offering the first course, Financial Planning Foundations, FP241, for $150. Regularly priced at $450 you are saving $300! Don’t miss out on this outstanding deal.

Update 2017

Update 2017 Available Through Your Local Chapter!

Spend some time with Theresa Black-Hughes, this month’s featured speaker, as she shares some strategies to ensure her clients are Sticking to the Plan – on the road to retirement.

The four key areas critical for "Driving Client Value" today that Update 2017 will focus on:

The New Tax Rules — what's in, what's out, what's still under revision?
Sticking to the Plan — on the road to retirement
Making the Money Last — during retirement
Estate Transition — are your "executor" clients prepared?

Visit advocis.ca/Update2017/index.html for more information on Update 2017 and where you can attend!

Advocis thanks our 2017 Corporate Partners and Sponsors

To find out more about Corporate Partnership levels and benefits, please contact Celia Ciotola, Director, Business Development.

Advocis Best Practices Manual Tip:

Client referrals are an important source of new business for many financial advisors.

Although the most common form of referral fee arrangement involves payment of referral fees between appropriately licensed individuals, they also exist when the referrer is not appropriately registered or licensed to provide the advice or product.

Referral fee arrangements can be structured differently depending on the terms and conditions established between the parties. As with many regulatory requirements, consumer protection is paramount.

For more information about referral fee arrangements, please visit the newly updated Compliance section of the BPM under Common Law Principles.

Advocis Schools are highly engaging events where professional financial advisors from across the country gather to learn and network in the most beautiful locations in Canada. The knowledge acquired through the sessions and the ability to share ideas with peers, makes these annual schools an experience you don't want to miss!

REGISTER TODAY!

Okanagan School
July 17 – 19, 2017

Atlantic School
August 20 – 22, 2017

Banff School
August 20 – 24, 2017

Help protect the industry!

We derive our strength from our numbers. Help us grow membership to ensure you and your clients continue to be heard. You could even earn yourself a $50 gift certificate. For more information, visit advocis.ca/123grow/.

Exclusive to Advocis Members!

Save money on both your business and personal purchases with MemberPerks®. You have access to over 1,200 perks, including discounts for brand name stores, local shops, tickets, restaurants and more. Take advantage of these offers anytime, anywhere.

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