What's New in Education

New Online CE Courses Now Available!

Why Diversity Matters

Understand how to define diversity in our industry. In our newest online CE course Dean Delpeache, Diversity & Inclusion Consultant explores how to attract more clients from different cultural identities and make changes to your marketing strategy to include new clients/attract more clients. Also featured in Why Diversity Matters is Mike Carlson, QAFP™
who started his business in 2019 focusing on fee-for-service wholistic financial planning for traditionally underserved clients with a focus on Indigenous individuals.

CE: 1
Members: $25.00 plus applicable taxes
Non-members: $35 plus applicable taxes

Understanding Your New Responsibility

As a Financial Planner, you have two new rules to be aware of in the FP Canada Standards of Professional Responsibility. These govern the Use of Technology. In this course, Dave Faulkner, CFP® and CLU®, reviews these professional responsibilities and uses three case studies to fully understand why assumptions matter and how to apply these rules in your practice. The course also discusses the Projection Assumption Guidelines provided by FP Canada and finishes with advice on protecting yourself, your clients and your practice.

CE: 1 and 1 Ethics
Members: $25.00 plus applicable taxes
Non-members: $35 plus applicable taxes

Essentials of Buy Sells: Part One and Part Two

In Part One of Essentials of Buy Sells, Kevin Wark and Glenn Stephens review the financing options available, how to structure life insurance policies, planning considerations, shareholder agreements and partnership buy outs.

In Part Two of Essentials of Buy Sells, they will focus on the various types of buy sell arrangement and the tax consequences of each, as well as family arrangements such as: family trusts, estate freezes, shareholder agreements, pipeline planning, non arms-length transfers, holding companies, estate balancing and family law issues.

Part One - Essentials of Buy Sells
CE: 2
Members: $90.00 plus applicable taxes
Non-members: $130.00 plus applicable taxes

Part Two - Essentials of Buy Sells
CE: 2
Members: $115.00 plus applicable taxes
Non-members: $165.00 plus applicable taxes

OR Bundle both Part One and Part Two:
Members: $155.00 plus applicable taxes
Non-members: $225.00 plus applicable taxes

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