Upcoming Events
Enhance Skills and Build Connections with Continuing Education and Socials! |
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Explore New Opportunities: Engage with Advocis Chapter Programs! Uncover a range of opportunities designed to help you enhance your practice, attain professional designations, and expand your network. |
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July 12
Vancouver, BC Exclusive to Advocis Members Only!
Join advisors, industry partners, and their families for an afternoon of delicious grilled delights and lively ball games. Whether you’re a seasoned pro or a casual enthusiast, there's something for everyone. Connect, collaborate, and cultivate new relationships in a relaxed atmosphere. |
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August 9
Vancouver, BC Exclusive to Advocis Members Only! Don't miss out on a Fellowship event that hits a home run! Vancouver Canadians baseball games are a beloved summer tradition. Join us at Nat Bailey Stadium for baseball, camaraderie, and the famous sushi roll races! |
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August 18 - 22
Banff, AB Join your fellow peers for the 68th annual Advocis Banff School to learn and earn your CE credits, while spending time with and networking with our industries top leaders. |
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September 26
Kelowna, BC This PD Day is about "Building Trust and Loyalty" with presenters: - Dayton Janz of IG Private Wealth Management
- Frank Busch of Strategies North
- Erin Wilson of IG Wealth Management
- Shane Spraggs of Virtira
- Rob Bauml of Summit Financial
- Eric Lidemark of Lidemark Financial Group and Chair of TFAAC Board of Directors Advocis
- Derek Strokon of Soul Summit Ventures
- Tom De Larzac of Care Lending Group
- Brandon Chapman of AdvisorFlow
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| Additional Virtual Events: Explore virtual learning opportunities across the Advocis network |
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- July 3
- July 4
- "Taste of Lamp" presented by GAMA Global Canada
- Join Sonia Wu and Adrian Fung on "Building a Future-proof Agency" to explore your profession's future, and hear from Fazaad Bacchus on "Taking Charge: Agency Management Responsibilities." - Ticket sales end today
- July 16
- July 18
- The Financial Advice Toolbox
- In this session, Jeny Yeung of Beneva will explore how advisors are known for excelling at illustrating the value behind products.
- August 7
- Tech & AI for Social Media & Practice Management
- Discover how tech tools and AI algorithms can boost your online presence and streamline operations with Jacky Kuk. Gain exclusive insights from Brandon Chapman of Advocis Technology and Innovation Committee on cutting-edge tools to enhance business performance.
- August 20
- Practice Development Series - Needs Analysis
- Learn how to use the information you gathered to analyze your client’s current situation, revealing the gap between where the client is today and where they need to be to satisfy their goal(s).
- September 17
- October 15
- November 19
- Practice Development Series - The Value of Advice
- After completing this section and the accompanying practice development activities, you will be able to explore and recognize the unique value you provide to your clients, define this value, orient your practice towards providing the highest value possible, and communicate this value effectively.
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| Advisors across all experience levels, be sure to join a session! Amidst the ongoing economic challenges, both clients and advisors find themselves at a financial crossroads. CLU Update 2024 will explore opportunities to balance practice demands and empower clients to make informed financial decisions in these turbulent times. While the content is technical, the style of learning allows advisors of any experience level. More sessions coming this fall! Stay tuned as chapters continue to announce dates. |
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| Explore Full Calendar of Events |
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Your development matters to us! In addition to the above events, be sure to explore our full Events Calendar. Advocis members: you can access any Advocis event across Canada at member pricing, including free events. |
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Questions:
Please reach out to the host chapter with any questions about their upcoming events. |
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