The Financial Advisors Association of Canada (TFAAC)

Overview:

Profession(s): Financial Planning
Member Type(s): Financial Advisors
Scope: National - Canada
Formed: 1906
Members: 10,000
Address: 350 Bloor Street East, 2nd Floor, Toronto, M4W 3W8, Canada
Phone: 416-444-5251
Fax: 416-444-8031
Email: info@advocis.ca
Website: www.advocis.ca

Description:

Advocis is a national professional association that prepares, promotes and protects financial advisors in the public interest. We do this by providing a professional platform including career support, designations, best practices direction, education, timely information and professional liability insurance. This strengthens the relationship of trust and respect between financial advisors and their clients, the public, and government.

Advocis – advisors supporting advisors in the consumer interest.

Mission/Aims:

For over 100 years this Association has helped build the financial services industry in Canada. It is through our Advocacy efforts on behalf of members, the industry and consumers and our unrelenting dedication to raising the level of professionalism in the industry that we contribute to our members’ ongoing success in this increasingly challenging business environment.

Principal Activities:

We prepare financial advisors with industry-leading products and services for new, experienced and established advisors alike.

We promote financial advisors and their professionalism to clients, the industry, the media, legislators and regulators.

We protect financial advisors against regulatory incursions and economic threats by regulators and legislators with our strong voice in the presence of government and regulatory bodies AND against potential E&O claims by providing comprehensive professional liability insurance, Loss Prevention and Control seminars and our Best Practices Manual and associated seminars.

Member Benefits:

Advocacy
Professional Development
Best Practices Manual and Best Practices Training
Professional Liability Insurance
Accreditation / Designations
Licensing
Professional Code of Conduct
New Advisors Business Building Course
Recruitment, Apprenticeship, Mentoring and
Succession planning (RAMS)
Publications and Direct Communications
Public Awareness Promotion of Advocis Members
Chapter Events
Speakers and Seminars
Mentoring
Networking

Training/Licensing/Certification:

LLQP, CFP, CLU, RHU, Professional Development/ Continuing Education, Seg Funds Course, ICB Modules

Affiliations:

Associations to which we are a member:
Chartered Life Underwriter Institute (CLU)
GAMA Canada
Advocis Protective Association (APA)
Conference for Advanced Life Underwriting (CALU)

Verification Criteria:

Check for a valid License