1) |
 |
Designations – Promoting
your designations to consumers, regulators,
and advisors – your right to practice
as a professional, with recognition and protection. |
2) |
|
Bridging experienced
non-designated professionals in the industry
to the CLU† designation. |
3) |
|
CFP™ training and preparation –
the leading mark of financial planners. |
4) |
|
CLU† program – the designation
for insurance and estate planning specialists. |
5) |
|
The Best Practices Manual – included
with your fee, a comprehensive set of checklists,
templates, and guidelines for successful practice. |
6) |
|
Errors and omissions – building in
risk-control strategies; providing specialty
practice coverage. |
7) |
|
Best practices-based continuing education
– a self-assessment checklist. |
8) |
|
Designation-based continuing education
– the CFP™/CLU† annual update.
|
9) |
|
President’s Post bulletins –
weekly advocacy updates on tax and legislation
issues affecting advisors. |
10) |
|
Two distinct conferences for specialized
practices – one for insurance advisors;
the other for financial planners. |
11) |
|
Member’s Assistant Program –
by providing your professional non-commissioned
staff with Advocis education programs and
services at the member rate. |
12) |
|
FORUM magazine – the award-winning
industry leader providing strategies and tips
every advisor needs. |
13) |
|
Life and mutual fund licence programs.
|
14) |
|
Online resources – “Jobs for
Advisors “ and “Find an Advisor”
sites. |
15) |
|
Affinity programs – extensive discounts
on practicerelated services. |
