Upcoming Events Enhance Skills and Build Connections with Continuing Education and Socials!

Submitted by Krishan on July 30, 2024 - 1:15pm

Upcoming Events
Enhance Skills and Build Connections with Continuing Education and Socials!

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.

In Person Events:

August Moxie's Summer Social

August 8
Victoria, BC
Join Advocis Vanouver Island and Moxie's on Yates for their Summer Socials! Connect with fellow members, the board members, and sponsors, whose support makes our award-winning professional development program possible.

Register - August Moxie's Summer Social

Fellowship Vancouver Canadians Game

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 your Greater Vancouver chapter peers at Nat Bailey Stadium for baseball, camaraderie, and the famous sushi roll races!

Register - Vancouver Canadians Game

Advocis Banff School 2024

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.

Register - Advocis Banff School 2024

Client Centric Professional Development Day

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

Register - Client Centric Professional Development Day

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.

September 6
- CLU Update 2024 - Virtual
- Hosted by Windsor chapter
October 2
- CLU Update 2024 - Virtual
- Hosted by Greater Niagara chapter
October 17
- CLU Update 2024 - Virtual
- Hosted by Edmonton and Calgary chapters

More sessions coming this fall! Stay tuned as chapters continue to announce dates.

Additional Virtual Events:

Explore virtual learning opportunities across the Advocis network

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 14
- Practice Development Series - Advice Delivery Part 2
  - Learn how to effectively communicate your findings of the needs analysis to your clients as well as the solutions you recommend that will address the identified gaps. You will learn the most effective ways to deliver advice and present recommendations to your clients.
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).
- Business Owner Needs & Wage Loss Replacement
  - An enlightening session focusing on understanding business owners needs and prospecting with Wage Loss Replacement Plans featuring Nathan Dong, CFP, CHS, Senior Sales Consultant, Living Benefits of RBC Insurance and Ginny O’Leary, B.Sc. Comm. ,CHS, EPC, CLU an Independent Insurance Specialist
August 29
- Navigating the Nuances of Behavioural Finance
  - Learn about the psychology of insurance decisions and how they can lead to better client consultations and increased policy acquisitions.
September 4
- Insights into the Insurance Landscape
  - Learn about the psychology of insurance decisions and how they can lead to better client consultations and increased policy acquisitions.
September 17
- Practice Development Series - Advice Delivery
  - Learn how to effectively communicate your findings to your clients as well as the solutions you recommend that will address the identified gaps.
October 15
- Practice Development Series - Fine Tuning your Financial Advisory Practice
  - In this session, learn how to review your existing work habits and explore more effective ones, assess your personal and business goals and targets, and evaluate your marketing plan and results.
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.

* Promotion runs July 19–August 30, 2024

Explore Full Calendar of Events:

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.

Access Full Events Calendar