Continuing Education (CE) Progress: Are You On The Naughty or Nice List? |
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With just over a month until Santa arrives, when it comes to your CE requirements, are you on the naughty or nice list? There is no need to get a lump of coal this year: Advocis offers many CE courses –and these courses are available to both members and non-members. Here is a quick list! |
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| Working with Senior Clients
2 CE, including 1 Ethics with The Institute, 1 Professional Responsibility, 1 Financial Planning with FP Canada and accredited with MFDA
Given the demographic shift that is taking place, most financial advisors and planners have clients that are in their senior years. This course will assist financial advisors and planners develop the practices and processes that will protect and empower their clients and protect their practice. Learn about your responsibilities and how to recognize issues such as elder abuse and cognitive impairment. In addition, the course provides financial advisors and planners with a toolkit of resources for use in their practice. |
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| Because Santa Can See What You Post |
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| Ethics and Social Media
2 CE, including 2 Ethics with The Institute, 1 Professional Responsibility, 1 Practice Management with FP Canada and accredited with MFDA
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. 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. |
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| Santa Doesn't Want You To Miss the Final Update 2023 National Webinar |
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| Update 2023
6 CE, including 1 Ethics with The Institute, and accredited with MFDA. CE earned upon completion of the seminar (CE is based on attendance at both half sessions)
8 CE, including 1 Ethics with The Institute, and accredited with the MFDA. CE earned upon the completion of the Advanced Learning Modules
November 29th and 30th will be your last opportunity to experience this phenomenal program with Advocis National. Update 2023 explores Planning for the Whole Person, The Future of Care, Unpredictable Planning for Business Owners and The Evolution of Responsible Investing. |
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Will you have your CE finished before Santa arrives? If you have any questions or concerns regarding these programs, please reach out to Ce@advocis.ca. |
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