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This seminar is offered through Advocis Chapters and open to members and non-members. Please check availability: Advocis Chapter Events Calendar
Understand the importance of Ethics in the financial services industry
Increase your awareness of the FPSC® Standards of Professional Responsibility and how they help guide ethical behavior ...
Delivered as a facilitated seminar in Advocis Chapters
A core value at Advocis is the commitment to professionalism among financial advisors. Effective January 1, 2015, FPSC added the category, Professional Responsibility to the continuing education (CE) ...
To understand the impact of the new tax rules for life insurance and annuities that will be effective Jan. 1, 2017 and the changes in trust taxation already in place. Learn about the significant ...
To understand the implications recent tax changes will have on current financial plans and tax planning advice moving forward.
To consider economic trends and consumer behaviours influencing successful retirement planning.
To explore the complexity of cash flow options facing retirees, in order to help them chart their best course and making the ongoing adjustments.
With the implementation of CRM2 requiring investment fee disclosure along with the prevalence of ‘DIY’ investing, clients are questioning the need for engaging with a professional financial advisor at ...
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