Update 2023 - Registration

Courses
CourseDescriptionMember Price* Non-Member Price
UPB Update 2023 Bundle: Resilience Through Uncertainty $110.00 $150.00
UM1 Planning for the Whole Person $30.00 $50.00
UM2 The Future of Care $30.00 $50.00
UM3 Unpredictable Planning for Small Business Owners $30.00 $50.00
UM4 The Evolution of Responsible Investing $30.00 $50.00

* For more information on becoming a member, please call member client services at 1-800-563-5822 or visit Benefits of Membership site for more information.

Before You Get Started

Please ensure you have the following information handy:

  1. Payment Information: Your Credit Card Number and Expiry Date

  2. Your Advocis member User ID and Password, if you are an Advocis member

Advocis Member Registration




Forgot Your Advocis User ID?

Note: Your Advocis ID will be sent to you within a few minutes, using the email address on your Advocis profile

Non-Advocis Member Registration

Advocis®, The Institute for Advanced Financial Education (The Institute), CLU®, CHS, CH.F.C.®, PFA™ and APA® are trademarks of The Financial Advisors Association of Canada (TFAAC).