Advocis Calgary: Build Your Practice - Practice Development Series 7

Advocis Calgary: Build Your Practice - Practice Development Series 7

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Carriage House Hotel & Conference Centre

9030 Macleod Trail

Calgary, AB T2H 0M4


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Refund policy

Refunds up to 7 days before event

Under 5, After 5 Practice Development Series: Module 7 - Advice Delivery

About this event

Build Your Practice - Practice Development Series - Module 7: Advice Delivery

Join the Calgary chapter on Friday, September 16, 2022 from 9:30 A.M. to 11:30 A.M. (Mountain Time) for module 7 of the Practice Development Series. This series is designed for advisors under seven years in the industry. This series focuses exclusively on the practical skills and knowledge that advisors need to be successful.

The Calgary chapter invites its chapter peers (Edmonton, Medicine Hat, Lethbridge and Northern Alberta). Members across the region and the country are welcome to attend.

In Practice Development Module 6 – Needs Analysis, you completed a needs analysis with your clients to help uncover the gap between their financial goals and their current situation. In this module, you will learn how to effectively communicate your findings 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. With practice, these methods will increase the likelihood that your clients will collaborate with you to determine the best solutions for your client and implement your recommendations. The communications strategies outlined in this module will help you to continue to grow and maintain your relationship with your client.

Upon completion of this module, you will be able to present financial planning recommendations to clients for four common financial planning goals:

  • Debt reduction
  • Saving for education
  • Saving for retirement
  • Protecting one’s family using life insurance

Tickets are Limited!

As a benefit of membership, this event is FREE for Advocis Members, ($35 + GST for Non-Members)

  • Members, use your Advocis Membership ID to trigger the promotional discount in Eventbrite
    • Do you need assistance using your Advocis ID or promo code in the checkout? We have a short video to assist you.
  • Tickets are on a first-come, first-serve basis (only 25 spots available)


  • Carriage House Inn
  • 9030 Macleod Trail S, Windsor B Room
  • Calgary, Alberta

Covid-19 Protocols:

  • We will be following any local and provincial Protocols.

CE Requirements:

This event is qualifies for 2.0 CE Credits by The Institute. To be eligible to earn any CE from this event, you must:

    1. Enter your 7-digit Advocis ID on the registration form. No CE will be provided if this is inaccurate.
    • If you would like to be extended the member pricing, please join.

    Please contact the organizer to confirm if this webinar qualifies for your provincial insurance council credits.


If you have any questions or concerns regarding this event, please reach out to the Advocis Calgary chapter at:

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