What's New from Advocis

Here is a quick rundown of all the latest developments from Advocis.

• The continuation of the very popular Advocis Coffee Talks, bringing espresso-sized webinars to members on a wide range of topics with CE accreditation for that bit of extra "kick."

A New Online CE Course: Working with Senior Clients  

Given the demographic shift that is taking place, most financial advisors and planners have clients that are in their senior years. Financial advisors and planners who learn more about working effectively with senior clients will have the opportunity to differentiate themselves as the go-to advisor with their own clients as well as with their clients’ families, friends and in their community.  This course with help financial advisors and planners develop their practices and processes that will protect and empower their clients and protect their practice. They will learn about their responsibilities and how to recognize issues such as elder abuse and cognitive impairment. The course also includes access to many resources that financial advisors and planners can use in their practice. 

CE: 2 (including 1 ethics)
Cost: 
Members: $30 + tax 
Non-members: $45 + tax 

Reminder - CE Courses Available through Advocis

Advocis offers more than 170 CE credits online, below are just a few of our offerings:

Practice Matters

• Getting Established - Advisors
• Getting Established - Mentors
• Strategic Selling with Social Media
• Our new online CE course: Working with Senior Clients

Product Matters

• Critical Illness Insurance
• Disability Income Insurance
• Group Insurance
• Long-Term Care Insurance
• Insurance

Protection Matters

• Making Choices
• Making Choices II
• Making Choices III
• Compliance Toolkit: Marketing and Communications
• Compliance Toolkit: Know Your Client and Fact-Finding
• Compliance Toolkit: Know Your Product and Suitability
• Knowing the Code of Professional Conduct
• The Value of Errors and Omissions Insurance
• From Bad to Worse: Advisor Mistakes in the Claims Process
• Cyber & Privacy Liability

Stay tuned for more information on all the recent developments and course offerings from the education team at Advocis