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March Events
Elevate Your Knowledge with Continuing Education Opportunities!

Expand your perspectives with Advocis chapter programs!

Dive into current trends, acquire timely insights, and propel progress towards your 2024 learning objectives. Explore the diverse range of opportunities we're offering in March to help you build and evolve your practice, achieve designations, and grow your network.

SOLD OUT
Financial Planning Summit 2024

March 6 
Fairmont Waterfront

The 4th Annual Financial Planning Summit, hosted by Advocis Greater Vancouver, is a dynamic event tailored for financial planners and advisors. This in-person gathering offers a unique perspective on professional development, delivering an engaging and motivating experience in a lively and energetic setting.

Questions?
Email: Advocis Greater Vancouver

Ethics and Professional Standards

March 12
Virtual event

This exclusive event is open to Advocis members, providing a unique opportunity to deepen your understanding of ethical standards, connect with fellow professionals, and stay updated on the latest trends in the financial planning landscape. Reserve your spot today to ensure you can participate in this invaluable session!

Learn more or Register

Questions?
Email: Advocis Greater Vancouver

Facts, Logistics & Relationships for a Stronger 2024

March 13
Olympic View Golf Club

Join Advocis Vancouver Island for a dynamic day focused on enhancing your practice through an Economic Update, Workshops, Tax Planning, and Transition Strategies.
Learn more or Register

Questions?
Email: Advocis Vancouver Island

Have you explored all the virtual learning opportunities across Advocis and the chapter network?

 
Your development matters to us! In addition to local 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.

• March 7
  • Working with Professional Corporations
  • Advocis Working for Advisors
  • Advocis Coffee Talks 
    • Navigating Growth and Succession: The Art of Teaming
• March 14
  • Trends In Underwriting
  • Group Benefits 2024
• March 19
  • Practice Development Series 
    • Module 1: Business Planning (Durham Region)
    • Module 1: Business Planning (Sudbury)
  • Advanced Learning Series
    • The Essential Guide to Income Splitting
• March 21
  • Feeling Stressed, Running Ragged? Find Time!
  • Intergenerational Wealth Transfers
• March 28
  • A&S Session #2

• April 9
  • GAMA Global Canada 
    • ‘Leaders in Business - Insights from Insurance Industry Icons’
• April 16
  • Practice Development Series - Module 2 - Marketing (Sudbury)
• April 17
  • Welcome Wednesdays - New Advocis Member Orientation Sessions
• April 18
  • Niche Digital Marketing for Financial Advisors

Keep an eye on the Events Calendar for more opportunities.
Update 2024 will be launching April 2024. More details are coming soon!

Questions:
Please reach out to the host chapter with any questions about their upcoming events.

Advocis, The Financial Advisors Association of Canada
events@advocis.ca

Our mailing address is:
10 Lower Spadina Ave., Suite 600, Toronto, ON M5V 2Z2