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Advocis Partner Programs - Building Your Business Through Niche Services
Submitted by Rica Zara on July 20, 2022 - 12:00am
Build Your Business Through Niche Programs!
At Advocis, we have partnered with several external organizations to offer niche programs and designations to our members - and we've got exciting news about each of them to share.
MFA-P™ Designation
Knowledge Bureau is extending a special offer to Advocis members to earn the MFA-P Designation - but only until August 31st! This Special Summer School Offer provides a savings of $270 on tax deductible tuition fees.
The MFA-P Designation will amplify your business and broaden your knowledge. With the MFA-P program, you can learn how to cultivate and enhance the client experience with the charitable sector while helping the charity provide better stewardship to the donor. As the strategist in the centre of the plan, you will find that doing good is good for business.
Do you work with a growing clientele that need expertise in trust and estate related matters? The STEP Canada diploma program offers a multi-disciplinary program to help you build your skills in this growing area. Exemptions for CFP and CLU holders are available.
Advocis members receive discounted pricing on many courses offered by the Canadian Securities Institute, including on topics such as ETFs, Behavioural Finance, IPPs, TFSAs and Alternative Strategies.
Engaging with executors while their testator parents are still living places you at the heart of the great wealth transfer. The CEA program trains advisors to engage with executors to ensure effective estate settlements and is now government-certified for refundable tax credits.
