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We GUARANTEE that you will pass your exam and receive your certificate for credits. Pay ONCE for the course. If you fail retests are free until you pass. WOW... now that's a pass guarantee!

The Advocis professional development requirements for all members (excluding student and retired members), are required to engage in professional development according to the guidelines below. 30 hours of professional development are required.

Professional development includes both structured and informal learning activities.

Continuing Education (CE)

A minimum of 15 hours of structured learning activity in the form of CE programs. Examples that qualify include:

CE programs accredited by The Institute's Accreditation Service, which confirms content as meeting the Practice Guidelines for Financial Advisors & Planners. One CE credit equals one hour of structured learning activity; and

Successful completion of certain licensing and designation program courses that have been approved by the individual member's respective designation or governing body. Qualifying examples include LLQP, Mutual Funds Course, CFP, CLU and the CHS.

Informal Learning Activities

A maximum of 15 hours of informal activity determined by the member as contributing to his or her ongoing professional development such as:

 * Teaching / presenting
* Research / writing articles
* Self-study
* Participation on industry task forces/committees

More information can be found here - Advocis CE Requirements

More courses will be added in the future.

Important notes - Advisors are responsible for ensuring that CE credits are applicable to the individual regulatory, licensing, designation, and professional membership bodies under which they are governed.

 

13. THE FINANCIAL SERVICES ADVISOR AS A PROFESSIONAL 

5 Hours - Life & / or A&S License

FP Canada: CE15434 - 2 Financial Planning CE & 3 Practice Mgmt. CE

IAFE (Advocis): IAS24077905 - 5.0 CE credits, including 1 Ethics CE

IIROC: 24-1036P - 2 Professional Development CE & 24-1036C - 3 Compliance CE

Course description

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31. REAL WORLD APPLICATIONS IN PRACTICE

3 Hours - Life & / or A&S License

FP Canada: CE15437 - 2 Professional Responsibility CE & 1 Financial Planning CE

IAFE (Advocis): IAS24077603 - 3.0 CE credits including 1 Ethics CE

IIROC: 24-1037P - 1 Professional Development CE & 24-1037C 2 Compliance CE

Course description

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47. CROSSING THE ETHICAL LINE AS A FINANCIAL PROFESSIONAL HAS CONSEQUENCES

3 Hours - Life & A&S License

FP Canada: CE15441 - 2 Professional Responsibility CE & 1 Financial Planning CE  

IAFE (Advocis): IAS24077803 - 3.0 CE credits including 1 Ethics CE

IIROC: 24-1038P - 1 Professional Development CE & 24-1038C - 2 Compliance CE

Course description

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