15 Reasons To Be a Member of Advocis:


Designations – Promoting your designations to consumers, regulators, and advisors – your right to practice as a professional, with recognition and protection.



Bridging experienced non-designated professionals in the industry to the CLU† designation.



CFP™ training and preparation – the leading mark of financial planners.



CLU† program – the designation for insurance and estate planning specialists.



The Best Practices Manual – included with your fee, a comprehensive set of checklists, templates, and guidelines for successful practice.



Errors and omissions – building in risk-control strategies; providing specialty practice coverage.



Best practices-based continuing education – a self-assessment checklist.



Designation-based continuing education – the CFP™/CLU† annual update.



President’s Post bulletins – weekly advocacy updates on tax and legislation issues affecting advisors.



Two distinct conferences for specialized practices – one for insurance advisors; the other for financial planners.



Member’s Assistant Program – by providing your professional non-commissioned staff with Advocis education programs and services at the member rate.



FORUM magazine – the award-winning industry leader providing strategies and tips every advisor needs.



Life and mutual fund licence programs.



Online resources – “Jobs for Advisors “ and “Find an Advisor” sites.



Affinity programs – extensive discounts on practicerelated services.

Our 50 local chapters bring these programs home to you.

You Must Be a Member to Benefit
Your Clients and Colleagues Want Your Professional Commitment
Advocis Advisors Have a History of Success
The Industry is Committed to Advocis – You Belong Here

For more information about the benefits of membership and to join contact Jody Bullen at [email protected] or at 416-444-5251 or toll free 1-800-563-5822 ext. 210 or visit our Web site

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As a condition of membership in Advocis, all members agree to abide by the Advocis Code of Professional Conduct (COPC):

  • An Advocis Member shall offer and provide services with integrity.
  • An Advocis Member shall provide services competently.
  • An Advocis Member shall provide services in a diligent manner.
  • An Advocis Member shall not disclose any confidential information without
    expressed consent.
  • An Advocis Member shall strive to provide services that meet a client’s best
  • An Advocis Member shall disclose any conflict of interest in providing
  • An Advocis Member's conduct shall reflect positively upon all other Advocis
  • An Advocis Member shall respect and protect the privacy of others.
  • An Advocis Member shall respect the spirit and the letter of the law.

The CPC is part of an overall framework that includes Performance Standards, Application Standards, and Disciplinary Procedures.

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